BlackBerry Ltd (NASDAQ:BBRY) and the Android Market

BlackBerry Ltd (NASDAQ:BBRY) has an objective of offering cross platform security and that has been both embraced and criticized.  The cross platform security objective serves to satisfy a mass market and open the door for additional software sales with focus on security, and that is an added value especially for Android phones. 

According to market data Android phones accounted for 78% of the smart phones on the market but also for 94% of the security risks.  There is a clear need to enhance security for Android phones and Blackberry can do that and appears to be in the process of developing an Android phone to better prove its cross-platform security capabilities.  They are in the right position at the right time.

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Period

Android

iOS

Windows Phone

BlackBerry OS

Others

Q1 2015

78.00%

18.30%

2.70%

0.30%

0.70%

Q1 2014

81.20%

15.20%

2.50%

0.50%

0.70%

Q1 2013

75.50%

16.90%

3.20%

2.90%

1.50%

Q1 2012

59.20%

22.90%

2.00%

6.30%

9.50%

 

Recently, critics have suggested that offering security to Android phones could turn out to be a negative for Blackberry given the fact that Android phones have 94% of the security risks on the market.  There are material flaws with that logic.  If Blackberry knows it is capable of enhancing security across multiple platforms, which it has been proven capable of doing, instead of running the risk of looking bad if Android continues to have 94% of the security risk on the market, Blackberry actually could end up looking great instead.  If the enhanced security that Blackberry is capable of offering to Android phones significantly reduces the security risks that have plagued Android the software could actually be adopted on a mass market scale, then marketed and sold in conjunction with Smartphones around the world.  Blackberry would in essence become integrated into 78% of the smart phones on the market.

This begins with evidence, and Blackberry has already produced evidence, but the next step is to produce a phone that has the security and benefits to better satisfy customers.  Blackberry is doing that, and they are taking the steps necessary to move forward in a mass market scale.

Instead of being a risk, addressing the Android market can actually become a windfall for Blackberry and that could begin to be realized in the immediate term.

Blackberry is capable of doing very good things in a very short time frame.  Their focus on Android could be a major boon while carrying with it very little risk.

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