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With Its Handset Business in Its Rear-View Mirror, BlackBerry Shows It Can Evolve...But Where Does it Go From Here?

by Eric Klein, with David Krebs, June 2018

BlackBerry has moved beyond its hardware roots and has successfully restructured its business; the company’s IoT story is evolving, but, the market is noisy and crowded while BlackBerry’s software assets remain fragmented.

BlackBerry updated a large contingent of technology and financial analysts at its annual event in its San Ramon offices this past April; while the company is significantly smaller than it was at its peak in 2011, it remains as a very relevant security-first technology vendor. The company has made important investments that have enabled it to not only establish differentiation in important markets such as automotive and transportation, but are helping the vendor to get back to growing its top and bottom line.

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