RE:Airwatch with 10,000 customers sold for $1.54B BES10- Mobile Device Management/Software
The company is transforming into an Enterprise Software Business. Mobile Device management is the hot sector now and private companies with less than 1/6 the customer footprint of BBRY are getting 1 billion valuations before even being public! The other interesting security based fact is BBRY is the only company authorized by the US government to operate on US Department of Defense networks. This includes 7 other G7 Governments around the world. When security is becoming more and more important on mobile devices, this is a big leg up for BBRY. The company calls this division BES10 and this is where analysts are probably not sure how to value the stock, hence the possible surprise going forward.
https://seekingalpha.com/article/1959231-blackberry-name-change-and-spin-offs-next?source=email_rt_article_readmore