RE:How I think John Chen thinks (Art of War): Part 3Nice overview. Here is what I think needs to happen in each category before we see another leg up:
1. Enterprise SW & Services: Where is the growth??? Another misstep in this space will result in selling unless it is offset by a significant development.
2. BlackBerry Technology Solutions: Dominated by QNX auto solutions. Due to the delay in revenue recognition (an auto win today sees revenue 12-24 mo from now) only Radar has the potential to meaningfully elevate this category over the next several quarters. The auto dashboard coming later this year is very interesting. In the short term I do not expect much from this category, but medium to long term this needs to become the big daddy.
3. Licensing, IP and other: Small pop coming, but after initial ramp-up (this quarter) steady state will likely be achieved quickly and growth will be limited from there. Nice, small high margin category but not particularly exciting. Unless…we finally get some IP deal traction.
Lurking: M&A
Revenue bottoms this quarter.