BB/Cylance Integration completed March 1/20 I echo a lot of the frustration on this board, but I think a little more patience is warranted (easier said then done, I know). Integrations of this nature take longer than many think. If they cannot execute in the next 1-2 years (see below conference call excerpt), then I will be out...but I do believe that there is excellent upside potential from here...
"...we are now ready to increase go to market synergies and go after these big UES and UEM opportunities. Accordingly, we have successfully integrated the entire Cylance organization, including sales and R&D teams into our IoT business segment effective March 1, 2020 which was just a month ago. We believe a unified team leads to broader customer coverage, a richer product road map, a clearer sales message, and most importantly, very differentiated offerings. The value proposition to a customer Is that BlackBerry Spark provide the highest level of security and management with a simpler and more productive user experience on any endpoint, fixed or mobile from any location over any network. Many of you actually have asked me over the past several quarters about BlackBerry prospects in the competitive landscape, especially against much larger players. I could not provide you a complete answer then only to tell you that we're working on it because the solution at the time was under development. We now have a differentiated technology architecture that is ready to ship in the market. Today, our UES products work with BlackBerry UEM. However, we recognize that customer may be using a competitor's or often more than one UEM products.
Therefore, in the new future as part of our road map, our UES solution will be made compatible with [Indecipherable] AirWatch and other competitors UEM products to give customers the best of both world's, namely preserving investment while enjoying the benefit of the highest security and management that BlackBerry provides. We believe UES changes the competitive dynamics and our operative objectives now is to gain market share because UES complementary to, but not a direct competitor of the non-Blackberry UEM products and also BlackBerry UEM will maintain our leadership in the regulated industry due to our continued focus and commitment on security and management. In time, we believe this Spark architecture expand our total addressable market including in the IoT security area.