Specifically, this is what the FP article says:

“We’re slashing our estimates on BlackBerry hardware units, but it’s not the focus anyway,” RBC said in a research note to clients. “We’re seeing encouraging signs with regulated verticals for BlackBerry’s software.”

BlackBerry has been pushing hard in recent months to win back clients in industries it has traditionally been strong in, including government, financials and health care. The company is known for its top-notch software security, something sought after by enterprise clients.

This is nice to know, but I still feel somehow that RBC is out to lunch on its hardware estimates. I'm reminded a bit of of Morgan Stanley's estimate of 8,000 sales of Classic and Passport which came out about four days (March 16) before the Q4 financials. In that article, too, there were a lot of unanswered questions, as if  an assertion about sales in one country for a limited time could lead to the implication that he was talking about worldwide sales over the course of three months.