Blackberry Ltd (BBRY) Earnings Call Transcript: 2014 Q3, Q3 FY2015

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On the Z3 that we rolled out about maybe 10 – 11 months ago, it is still going reasonably strong and has been rolled out to over 54 countries to date, total. We continue to see a reasonable demand for this product, at least for the next couple of quarters, two to three quarters.

Lastly we have referred to the Classic that launched a few days ago. As I reported we have very strong support and traction of the product. People like it. We have also very strong support from the operators on a worldwide basis.

So initially the carriers that have the Classic at the retail stores, so this is, as those of you that follow us reasonably closely that this has not been something that we have enjoyed for a while.

So there are a number of carriers that have put us on their retail stores, including AT&T, Rogers, Bell, Telus, Deutsche Telekom, Orange, Telefonica, Singtel, China Mobile and more as well as many local operators in Europe, Africa and Middle East. The list will expand. We are working on that aggressively right now.

We have a pretty strong device road map going forward and we will discuss this at the Mobile World Congress in March. So I invite you to make sure you don’t miss that. I think you will find that interesting and exciting.

I’d like to move to the Enterprise Software side, BES 12 and our value-added solutions, services solution launched last month. We are committed to making the BES 12 the leader in the cross-platform EMM — the Enterprise Mobility Management segment.

This commitment is highlighted with our support for the Samsung KNOX solutions. In fact I wasn’t able to stay, I understand from my colleagues that there was a pretty good reception at the NASDAQ when we have a joint event with Samsung in New York just Wednesday?

The one that we saw, James Yersh have been seven-storey tall. Unfortunately I had to attend — come by to attend a Board meeting.

Anyway, this commitment is highlighted with our support of the Samsung Knox that we talked about. And we also made two major announcements today to reinforce our cross platform commitment.

The first we are pleased to announce the support of Lollipop, the codename version of the latest Android. I guess it’s known as the L Series?

Second we are pleased to announce that Boeing is collaborating with BlackBerry to provide secure mobile solution for Android devices utilizing our BES 12 platform.

That by the way is all they allow me to say. So sorry it seems like I am reading it word for word. I am committed and my — I’m true to my commitment here.

Okay we believe this cross-platform message is resonating with customers, I will give you some wins. Just a month into the BES 12 release we announced or we are pleased to announce that firms all around the world such as Tata Energy, McKenzie Health, Bombardier the trusted source of unit of Unit Automatic in Singapore and more have decided to go with the BES 12. And these are wins that we already recorded.

And then in addition to that Ocean Capital Investment — which is an affiliated unit of Irving Oil — is moving away from MobileIron and will be our first BES 12 hosted customers. Air Canada has also been testing our BES 12 hosted solution and is planning to deploy it.

So that’s already a number of wins and I am sure the wins obviously we have a longer list of that but I think I’ll just stop right there.

We have a successful BES 12 beta program with 89 customers already fully-deployed, only one month after we launched our BES 12. 174 more beta customers have planned to roll out the BES 12 within the next 12 months.

And by the way of all these beta customers 70% of that, of the number of the beta customers, are on mixed OS environment. That means that they are cross platform, managing Windows and iOS devices and Android devices in addition to BlackBerry devices.

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