Q1 will be great The Carriers' inventories of the new BB10 phones are bone dry, therefore BB
will have to ship in excess of what is currently being sold.
The shipments are what will determine the Revenue and Earnings and not the
sell through to Customers.
( Lots of us are calculating estimates based on sell through and not the shipments)
In Q4 2013, the over all Margin was 40.1 % and this was up because of the
1 million BB10 units shipment. With over this amount shipped in Q1 2014, the Margin will climb higher.
I believe that Blackberry has shipped about 5 million bb10 phones in Q1.
Only my opinion