RIM Q2 Fiscal 2012 Conference Call Wrapup – More Details!

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RIM didn’t go into much detail in their press release before but both Mike Lazaridis and Jim Balsillie were on the investor conference call that just ended. They had quite a bit to say including the fact that 35% of sales for Q2 were for BlackBerry 7 devices in the last few weeks of Q2.  They were also talking quite a bit about the PlayBook, BlackBerry 7, and the QNX phone transition. Here are the bullet points I wrote up from the call:

  • BB7 received enthusiastically by both carriers and consumers
  • Early sales of BB7 are strong
  • Plans for driving PlayBook sales on the way
  • Nortel patents will help RIM in the future of RIM’s platform
  • BBM music has access to 10 million songs at launch later this fall.
  • NFC to differentiate first to offer secure access to buildings
  • 13 billion BBM connected apps downloads
  • App World 129 markets
  • PlayBook software bundle of many features such as native PIM apps, video store and movies
    • Movies available same as DVD release
    • Update will be demo at devcon and release thereafter.
  • Android app player will be released also shortly after DevCon
  • QNX smartphone development is going well. Prototypes will be shown in the near feature.
  • QNX smartphone app eco-system will be demo-d at DEVCON
  • RIM is on track to a better Q3 performance with help from BB7 and plans for holiday sales.
  • QNX smartphones will have all the features users want when they are released
  • PlayBook OS 2.0 will bring BES support

Let me know if I missed anything!

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