Skip to main content

Why we predicted RIM splitting back in May 2011

One of the latest rumors making its way around the blogsphere is that RIM is going to split into two businesses, one that will sell Blackberry devices and one that will sell the secure Blackberry messaging service.

The article reporting this rumor is sour on the idea, thinking that neither business can survive without the other.

At Grizzly Analytics, however, we've been predicting this split since May, 2011.  Moreover, we think it's a good idea.

What made us think that RIM is considering this? One indication was their acquisitions of Gist and Tungle in early 2011.  Each of these companies has technology for integrating contact and calendar data (respectively) across different devices. These acquisitions would make no sense unless RIM was targeting integration with other devices.

Another indication was comments by a RIM Vice President in January 2011 that RIM was working on a cloud version of their secure service, that can operate without positioning servers inside enterprises.  The VP also commented that they were considering offering their device management services on devices from other manufacturers.

Most of all, the bottom line in the market is that while enterprises trust Blackberry security more than any other device management or messaging system, executives are less and less willing to use Blackberries instead of iPhones.  And RIM has not yet convinced anyone that they can compete device-on-device with Apple or Samsung.

If RIM can deliver its secure device management and messaging, with enterprise-grade security, on iPhones and Android devices, they're likely to cement their position in the enterprise.  At that point, we see their service unit as a likely acquisition target, both by Apple (who's been trying for years to break into the enterprise) or by any number of others.

At the same time, their devices unit can probably keep a reasonable position as a niche-market unit.  They'll never regain their grandeur, but that grandeur is probably lost in any case.

Bottom line, splitting into two units might be a great way to cement their enterprise leadership in the era of the iPhone and Android.


Popular posts from this blog

Intel demos indoor location technology in new Wi-Fi chips at MWC 2015

Intel made several announcements at MWC 2015, including a new chipset for wireless connectivity (Wi-Fi) in mobile devices. This new chipset, the 8270, include in-chip support for indoor location positioning. Below we explain their technology and show a video of it in action. With this announcement, Intel joins Broadcom, Qualcomm and other chip makers in moving broad indoor location positioning into mobile device hardware.

The transition of indoor location positioning into chips is a trend identified in the newest Grizzly Analytics report on Indoor Location Positioning Technologies, released the week before MWC 2015. By moving indoor location positioning from software into hardware, chips such as Intel's enable location positioning to run continuously and universally, without using device CPU, and with less power consumption.

Intel's technology delivers 1-3 meter accuracy, using a technique called multilateration, generating a new location estimate every second. While 1-3 meter …

Seeing Quuppa's indoor location technology at MWC 2015

I first met Fabio and Kimmo from Quuppa in 2012, before Quuppa existed, when they had spent years researching indoor location positioning technologies at Nokia Research Center. Less than a year after that they formed Quuppa, independent of Nokia, to bring their technology to market. At the time I called Quuppa "the newest and oldest in indoor location positioning."

Fast forward two and a half years. Their technology has reached market, it can now track both smartphones and BLE devices, and it's accurate to within 20-50cm. Before reading more about their technology, take a look at a video of their demo in action:



Grizzly Analytics has analyzed indoor location technologies by over 150 companies, and virtually all of the radio-based technologies operate by measuring the distance between the device being tracked and other radio devices, and using these distance measurements for either multilateration or fingerprinting. For example, the well known BLE beacons measure a device…

33 Indoor Location Technologies at Mobile World Congress 2017

The number of companies exhibiting indoor location technologies at the 2017 Mobile World Congress (MWC) skyrocketed to 33!

Before MWC started, we released our Guide to Indoor Location at MWC, with 23 companies:


During the conference we notified our guide recipients of 10 other indoor location exhibitors that we saw. (Sign up here to receive our guide and to be on our mailing list for next year's MWC.)

This is many more indoor location related exhibits that previous years. The area is growing by leaps and bounds! Our recent report on indoor location technologies analyzed and profiled almost 200 companies!

Here are some videos, so you can see the technologies in action, followed by a list of the other indoor location companies that were at MWC.

First up is Philips Lighting, with high-accuracy indoor location positioning based on LED light modulation and visible light communication (VLC) technology:




Next comes Estimote, makers of Bluetooth (BLE) beacons, who introduced self-mapping b…