I originally did not plan to write about this, but since my most active commenter CD-Host said he is saving his thoughts for “the RIM post”, I suppose I have to.
I originally said that in order to know if MeeGo would have succeeded we need not look any further than BB10 OS. It will be in-house OS, supporting Qt and in many other aspects like MeeGo strategy. If BlackBerry would have pulled it off and started to regain the market share, that would have been quite solid proof that MeeGo with its one year head start should have been successful.
This doesn’t work the other way round, though. Blackberry was one year late so they could have failed even if MeeGo had been huge success and therefore we cannot say BlackBerry failure is indicator that MeeGo would have been a failure.

I also said that we will know by end of September how it went. Blackberry results are out. Unit sales dropped to 3.7 million, that is down by incredible 46% compared to last quarter! At the same time company is doing layoffs for close to half of its workforce, making loss and…
Looking for a buyer.

It seems BB10 did not turn out to be success story after all. I previously said there is a visible link to Nokia – they both increased sales in 2010, both reached the peak in holiday sales of 2010 and both went down hand-in-hand. Now we have another connection:

  • Stephen Elop was hired to guide Nokia through tough times.
  • During his time Nokia’s market share crashed and company made loss.
  • Stephen Elop will be remembered for selling Devices&Services unit to Microsoft for $5.2 billion.
  • For his work Stephen Elop is rewarded with bonus of around $25 million, mostly for pushing the stock price up from year 2012 low.

Now for BlackBerry:

  • They hired new CEO Thorsten Heins to guide them through tough times.
  • During his reign the company has lost market share, made loss, etc.
  • Thorsten Heins gets to be remembered for selling BlackBerry for $4.7 billion.
  • For his work Heins will get nominal compensation of $55.6 million.

Also to be noted: Rest of Nokia remains independent with profitable Nokia Solutions and Networks unit, patents and CTO. Nokia gets additional cash from licensing patents to Microsoft. To my understanding BlackBerry deal stands for selling the entire operations.
We are looking companies that were smartphone manufacturers #1 and #2 – in year 2010 and in that order.

From this point I see no reason to continue further. I would love to add more data on Blackberry history but I would be just copy-pasting Asymco’s article about this subject so I will jump directly to that.
This is my graph from my previous Blackberry post (February 2013):

nokia_rim_unit_sales_absolute

And this is Asymco’s graph from October 2013:

nokia_rim_asymco

I’ve noted in the past that if people are given two links, they most likely read only one of them. So here’s the deal:

There is article from The Globe and Mail that describes more of the internal conflicts and strategic decisions of RIM.

On the other hand Asymco’s article seems to say all the things I would say.

So make your pick on RIM article and as CD-Host requested, let’s have the discussion below. 🙂

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