RIM: "Playbook redefines what a tablet should do"
Summary: As RIM gears up for the launch of the Playbook tablet, all eyes are on pent-up demand in the enterprise.
On Research in Motion's conference call with analysts to discuss third quarter earnings result, there was the obligatory comments about the quarter that just passed - but clearly, one of the biggest topics of interest centered around the upcoming launch of the Playbook tablet.
The company didn't offer many new details on the Playbook, other than to suggest that plans for a launch in the first quarter are still on track and that initial feedback from partners and "many key customers" has been positive.
One thing was clear, though. As important as the consumer market has been for some competitors in the smartphone and tablet space, as well as for RIM in some international markets, make no mistake: enterprise business is RIM's big target market.
On the call, co-CEO Jim Balsillie said:
We have real differentiation and real opportunities for the extension of the business. The pent-up interest in the playbook is really overwhelming.
Specifically, he noted carrier billing and value added services, suggesting that there are a "litany of things happening in that area for (the) playbook and smartphone over the year."
For RIM, the future isn't necessarily just about growth in new markets, it's new categories and new services. Balsillie said: "I think we're laying the pieces for sustaining growth for a really long long time."
As for interest among business customers, Balsillie said it was "uniformly strong... I can't think of one account that's not beating us down to get units," noting that the first shipments will be geared at enterprise customers because there's so much demand and interest. He suggested that there's so much interest that some customers are delaying their tablet-purchasing decisions in anticipation of Playbook.
Why so much interest? Being enterprise ready, including push technology, enterprise-grade architecture and tools, overall performance and reputation of being secure cannot be underestimated, he said.
"I think the Playbook redefines what a tablet should do," he said. "It sets the bar way higher on performance."
Specifically, the company is looking to be enterprise ready in areas such as secure VPN, document viewing and editing and enterprise apps that will be ready out of the box. Balsillie said:
I've talked to a lot of CIOs from Fortune 500 companies... The enterprise grade is the really big big thing... They have to be the keepers of the system integrity and I think we've got that figured out in the way we've implemented this.
Looking ahead, the company's revenue forecast for this quarter doesn't reflect anything Playbook-related, though there will be some Playbook-related operating expenses in Q4 as the company begins spending on launch preparation.
For RIM, which clearly comes across as bullish about the prospects of Playbook, the shift in business model is about grabbing position in a rapidly expanding space. He said:
This is not just competition between players in this space. It's expanding to do things you normally wouldn't do... Business models are changing and I think we'll have some pretty pleasant surprises in what we're doing in calendar year 2011.
Previous coverage:
- RIM's PlayBook has some problematic timing
- RIM's PlayBook has its coming out party for developers: No functional browser, hardware shines
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Talkback
what a tablet should do?? Do you mean is supposed to do barely nothing?
"So far it does NOTHING."
What a coincidence. From the enterprise perspective, neither does the iPad.
Not completely true ... but partially correct
In other words, you can't claim that your product is "redefining" anything when it is not even working.
We have 500 playbooks
It's not my product
Tell that to many in the medical
About the only ones who have no use for an iPad, or even bother trying to make it fit or work, are typically the inane, irrational Apple bashers who wouldn't give Apple credit for anything and/or wouldn't be caught dead with an Apple product.
Funny how so many are falling over themselves trying to duplicate this "worthless" piece of technology.
we hear this all the time..
these enterprise ready claims are complete and utter BS and everyone knows it... please point to anything concrete that makes the Playbook more "enterprise ready" than an iPad.
RE: RIM:
Something else RIM has been talking about is giving enterprise the ability to rollout installations of apps easily over a larger number of units. Compared to the iPad which apps have to be installed individually through iTunes. Also the ability for IT lock down or disable certain features easily. Corporations like the idea of a multi-touch device, but there's a lot of issues where iPad doesn't fit their needs and RIM is looking to address this.
RE: RIM:
Typical Fanboy
Corporate IT is where technology goes to die
RE: RIM:
Meanwhile the PlayBook is coming out with a 3G, 4G options, just not at launch.
Meanwhile, I'll provide a link of my own, where companies talk very positively about the PlayBook fitting into their infrastructure:
http://www.thestar.com/business/companies/rim/article/893079--sun-life-ing-unit-pick-rim-s-playbook
What I was saying is based on what companies like this are saying in articles. I've seen other articles once again with quotes about why companies want the PlayBook over the iPad.
RE: RIM:
Meanwhile according to RIM, they have 16,000 PlayBook apps submitted from developers already.
they demo'd a "browser" that was not yet ready for public consumption..
this is what is refered to as demo ware.. just cook something up to make it look like we have a real live product with a heart beat here even though it REALLY far from being fully cooked.. you guys are really falling for these smoke an mirror.. you could actually do those demos just by whipping up some interactive Adobe Flash files.. with the device not working at all..
RE: RIM:
How about getting the thing out first..
When was the HP Slate released?
RE: RIM:
I believe it was released in October. Demand was so high that HP had to nearly double the production run; from 5,000 units to 9,000units.
[u]http://www.engadget.com/2010/11/13/hp-slate-500-sees-extraordinary-demand-experiences-six-week-s/[/u]
9000 orders for HP Slate.. "Extraordinary demand.." LMAO...
RE: RIM: