Patent LicensingChen: We're still in the 1st inning of "patent licensing".
Much more to come.
This has been a fantastic Q1 report dispite the small miss on revenue. Blackberry is extremely streamlined and nibble and any revenue growth will translate into profits due to Chen's conservative accounting and spending.
I am very relieved and optimistic for Q2, Q3, and Q4.
Blackberry is beating it's competitors in the EMM solutions game and winning contracts over them.
Software is growing at 30% or better and will continue to do so.
Hardware is no longer a major concern and profitability is now within reach.
All in all a very good quarter and tons of optimissm for future quarters.