RIM首季虧損迫使黑莓10延期
????弗雷斯特研究公司(Forrester Research)分析師查爾斯?戈?duì)栁脑谥芩牡奈恼轮蟹Q:“黑莓10設(shè)備要想一上市便吸引消費(fèi)者和開發(fā)人員的眼球就必須證明它比其他同類產(chǎn)品具有明顯的跨代和跨界優(yōu)勢(shì),,然而,這樣的可能性顯然微乎其微,?!?/p> ????不過,在周四的開發(fā)者電話會(huì)議上,,RIM高管堅(jiān)持認(rèn)為,,黑莓10將成為智能手機(jī)市場一個(gè)不可忽視的挑戰(zhàn)者,并將為股東創(chuàng)造“長期價(jià)值”,。除了開發(fā)新手機(jī)平臺(tái)外,,RIM還在尋找其他戰(zhàn)略上的選擇。上個(gè)月,,公司宣布,,聘請(qǐng)摩根大通(JPMorgan)與加拿大皇家銀行(RBC Capital )對(duì)公司的選擇進(jìn)行“戰(zhàn)略評(píng)估”,其中包括尋找新的合作伙伴,、拆分公司業(yè)務(wù)等,。投資者一直希望能詳細(xì)了解公司的全新戰(zhàn)略方向,但他們?cè)谥芩牡碾娫挄?huì)議上沒有得到想要的答案,。海因斯只是一再強(qiáng)調(diào),,RIM正在進(jìn)行各方面的研究,可能繼續(xù)堅(jiān)持目前的“獨(dú)立”戰(zhàn)略,,也可能采取“你們能夠想到的任何一種其他模式”,。 ????RIM進(jìn)行戰(zhàn)略選擇評(píng)估的同時(shí),黑莓手機(jī)的銷售卻在放緩,。部分原因是消費(fèi)者放棄了RIM的QWERTY實(shí)體鍵盤手機(jī),,轉(zhuǎn)而選擇iPhone和安卓智能手機(jī)。另外一個(gè)原因則來自企業(yè)用戶。越來越多的企業(yè)用戶放棄了RIM,,轉(zhuǎn)而接受所謂“自帶移動(dòng)設(shè)備”計(jì)劃,,允許員工攜帶個(gè)人的智能手機(jī)上班。上個(gè)季度,,RIM的凈手機(jī)用戶基數(shù)確實(shí)出現(xiàn)增加,,但其北美市場用戶卻在大量流失。而北美市場對(duì)RIM至關(guān)重要,,這一地區(qū)的每用戶平均收入(ARPU)遠(yuǎn)遠(yuǎn)高于其他市場。 ????未來幾個(gè)季度中,,RIM的困境不會(huì)有任何改善,,尤其是再度推遲黑莓10的發(fā)布日期更是讓RIM的處境雪上加霜。RIM已經(jīng)宣布,,預(yù)計(jì)2013財(cái)年第2季度公司仍將繼續(xù)虧損,。 ????譯者:劉進(jìn)龍/汪皓 |
????"For the first BlackBerry 10 device to win the attention of customers and developer at its new launch date it will have to prove itself better than the alternatives by leaps and bounds — the likelihood of that is very, very low," Charles Golvin, an analyst with Forrester Research, wrote on Thursday. ????But on the call with investors on Thursday, RIM executives insisted that BlackBerry 10 would be a viable competitor and create "long-term stakeholder value." In parallel with development of the new mobile platform, RIM is also looking into other strategic options. Last month, the company announced it had engaged JPMorgan (JPM) and RBC Capital to "review" its options, which could include forging new partnerships or breaking up the company. Investors had hoped to hear more details on what a new, strategic direction of the company could look like, but they got nothing on Thursday's earnings call. All Heins would say is that RIM is looking into everything from continuing with its existing "standalone" strategy to "whatever other model you could think about." ????While RIM evaluates options, sales of BlackBerries are slowing. And it's not just consumers that are abandoning RIM's QWERTY devices in favor of iPhones and Android smartphones. A growing number of corporate customers are ditching RIM for so-called "bring your own device" programs that let employees use their smartphone of choice at work. RIM's net subscriber base grew last quarter, but it is bleeding customers in North America -- a crucial market in which the company rakes in a higher revenue per user, otherwise known as ARPU. ????RIM's churn won't improve over the next few quarters, especially in light of the company's announcement that BlackBerry 10 will launch later than expected. RIM now says it expects to report an operating loss in the second quarter of fiscal 2013 as well. |