Research In Motion publica resultados del Q3 2012

La empresa detrás de la marca BlackBerry reporta como le fue a la marca a solo semanas de revelar al mundo BlackBerry 10.

RIM anunció hoy sus resultados para el tercer trimestre del 2013 y como era de esperarse, la tendencia fue a la par a la vez que la compañía prepara todo para la llegada del BlackBerry con al parecer la única nota negativa es que se perdieron haciendo baja a la cuota de menos de 80 millones de clientes a lo largo del trimestre y es natural dado la premisa que RIM no ha lanzado otra cosa que refresh de la serie Curve en economías emergentes.

Pero en notas positivas y a pesar de otro trimestre flojo, se logró el consenso de Wall Street con ganancias en efectivo a más de 2.7 billones de dólares mientras que por otro lado, ya se aconsejan a accionistas de comprar acciones de RIM nuevamente, esto para el lenguaje de NYSE son positivas para RIM, ya que indica que hay Buena expectativa de tu compañía.

Los ingresos de RIM alcanzaron los $2.90 billones aun sin tener equipos nuevos en ventas

Comunicado de prensa:

Research In Motion Reports Third Quarter Fiscal 2013 Results

WATERLOO, ONTARIO–(Marketwire – December 20, 2012) – Research In Motion Limited (RIM) (NASDAQ: RIMM)(TSX: RIM), a world leader in the mobile communications market, today reported third quarter results for the three months ended December 1, 2012 (all figures in U.S. dollars and U.S. GAAP, except where otherwise indicated).

Highlights:

Cash increase of approximately $600 million to $2.9 billion

Cash flow from operations was approximately $950 million

Revenue of $2.7 billion

GAAP net income from continuing operations of $14 million, or $0.03 per share diluted, including a $166 million favorable tax settlement

Adjusted net loss of $114 million, or $0.22 per share diluted

BlackBerry subscriber base of approximately 79 million users

Shipments of 6.9 million smartphones and 255,000 PlayBooks

RIM’s Chief Information Officer, Robin Bienfait, announces retirement

Q3 Results

Revenue for the third quarter of fiscal 2013 was $2.7 billion, down 5% from $2.9 billion in the previous quarter and down 47% from $5.2 billion in the same quarter of fiscal 2012. The revenue breakdown for the quarter was approximately 60% for hardware, 36% for service and 4% for software and other revenue. During the quarter, RIM shipped approximately 6.9 million BlackBerry smartphones and approximately 255,000 BlackBerry PlayBook tablets.

GAAP net income for the quarter from continuing operations was $14 million, or $0.03 per share diluted. GAAP net income for the quarter, including loss from discontinued operations, was $9 million, or $0.02 per share diluted, compared with the GAAP net loss of $235 million, or $0.45 per share diluted, in the prior quarter and a GAAP net income of $265 million, or $0.51 per share diluted, in the same quarter last year.

Adjusted net loss for the third quarter was $114 million, or $0.22 per share diluted. Adjusted net loss and adjusted diluted loss per share exclude the impact of pre-tax charges of $55 million ($38 million on an after-tax basis) related to the Cost Optimization and Resource Efficiency (“CORE”) program and excludes the impact of an income tax benefit of $166 million. These impacts on GAAP net income from continuing operations and diluted earnings per share are summarized in the table below.

“RIM continued to execute on its product roadmap plans and to deliver on key financial metrics as it gets set for the global launch of BlackBerry 10,” said Thorsten Heins, President and CEO. “During the third quarter, we continued to demonstrate our strong financial position, generating $950 million in cash flow from operations, and increasing our cash position significantly to more than $2.9 billion. More than 150 carriers are currently completing technical acceptance programs for the first BlackBerry 10 products, and beta trials of BlackBerry Enterprise Service 10 are underway at more than 120 enterprises including 64 Fortune 500 companies. This is an exciting time and our carrier partners, application developers and employees are all looking forward to unveiling the innovation and excitement of BlackBerry 10 to our customers on January 30, 2013.”

RIM also announced today that Robin Bienfait, Chief Information Officer for RIM has made the decision to retire at the end of this year following 6 years of service to the Company. Robin has committed to continue supporting RIM in an advisory capacity to enable a smooth launch and seamless transition.

Under Robin’s watch, the BlackBerry service infrastructure has grown from 47 petabytes per year to more than 33 petabytes per month at the same time as the internal corporate infrastructure for RIM has grown at a remarkable pace. Robin joined RIM in the beginning of 2007 with the mandate to take RIM’s BlackBerry data services infrastructure from a single presence in Canada to a distributed model connecting to over 650 carrier partners worldwide. In addition, over this past year, Robin has led RIM’s Enterprise business unit focused on enabling services for Enterprise customers and preparing for the launch of the BlackBerry 10 platform. Robin has led a distinguished career. Before joining RIM, Robin held a number of senior leadership positions at AT&T and Bell Labs for over 22 years.

“Robin has been an outstanding CIO and has built a world class organization. Her team has diligently prepared us for the launch of BlackBerry 10 and beyond, and I will remain deeply grateful for her leadership and commitment,” said Thorsten Heins, President and CEO of Research In Motion.

Outlook

The Company expects that there will be continued pressure on operating results as it gets set to launch its BlackBerry 10 platform in the fourth quarter. The Company intends to continue to consider using pricing initiatives on BlackBerry 7 devices and service fees in some markets as a way to maintain our subscriber base and drive more BlackBerry users. The timing of the BlackBerry 10 launch event for January 30, 2013 could also impact sales of current BlackBerry 7 products as some customers may defer purchasing decisions and wait for BlackBerry 10 devices. All these factors are expected to impact unit volumes, subscribers, margins and service fees. In addition, the company will be significantly increasing its marketing spending this quarter as expected, to support the global launch of BlackBerry 10, and the Company expects to report an operating loss for the fourth quarter. Further details about the Company’s outlook will be discussed on the conference call and live webcast t o be held beginning at 5 pm ET today, information for which is set forth below.

Resumen de conferencia con inversionistas:

RIM bajó de la marca con 80 millones de clientes activos (1 millón de clientes abandonaron la marca).
Las acciones de RIM cerraron en 15.39 puntos o en porcentaje una mejora del casi 10%.
Thorsten Heins estaba presente en la conferencia.
El rumor de un equipo Z es totalmente falso.
Sigue todo programado para el lanzamiento de BlackBerry 10 oficialmente para 01/30/2012.
Poco después le seguirá el lanzamiento a todo público.
(Solo aplica a clientes empresarios) Se revela que BlackBerry Balance para BlackBerry 10 en adelante definitivo necesitará estar en ambiente BES/Fusion (con iOS/Android).
RIM está en conversaciones con potenciales socios.
6.9 millones Smartphones BlackBerry fueron vendidos.
255,000 BlackBerry PlayBook nuevas fueron vendidos este trimestre.
Al parecer RIM no logró cambios en sus ganancias por servicios entre RIM y proveedoras.
En lo anterior, es posible que la expectativa a BlackBerry 10 afecte la venta de equipos y servicios actuales.
Las perdidas mayores fueron en Estados Unidos.
Heins confirma que lo relacionado a ganancias de BlackBerry 10 serán incluidas en el informe del Q4, lo que dará a entender que el lanzamiento de BB10 al público será para Febrero.
RIM ha logrado ahorro de $1 billón.
Los planes de cesantías hasta el momento están en 75% de completarse, lamentable escuchar esto en esta época.
Intentaran hacer una forma de generar ingresos con BBM

Opinión:

Se filtró que posiblemente los equipos se llamarán Z10 y N10 respectivamente dado a que RIM quiere abandonar los modelos con nombres y cuatro dígitos para identificación, pienso que de ser cierto este rumor, el nombre debería ser más llamativo.

RIM hizo Buena trabajo al minimizar lo más posible las perdidas en comparación a que 1. No tiene equipos nuevos en este año, sin contar refresh de modelos actuales y 2. No interrumpir los trabajos con BlackBerry 10 que ya tuvieron dos atrasas simultáneos que no cayó bien con nadie.

Algo que me tiene preocupado y siempre ha sido una de las cartas ganadoras de la marca BlackBerry y es el escuchar dos palabras en conjunto “BBM” y “tarifa”, ya que se reveló que RIM idea una propuesta para hacer algún tipo de cobro en BlackBerry Messenger. De la manera más lógica que veo a RIM hacienda esto es reprogramar sus tarifas de BIS o lanzar de manera multi-plataforma el BBM, no entiendo que otra manera pueda entonces BlackBerry tener un BBM que sea cobrado, a menos que haya la versión gratis con algunos aditamentos retirados, pero aun así, hasta yo lo encuentro algo descabellado. Esperemos que sea solo una jugarreta del ambiente en la conferencia.