On September 04, 2015, Blackberry announced the acquisition of Good Technology for US$ 425 million in cash. This is a significant announcement given the looming doubts on the future of Blackberry and the increasing presence of its competitors in the Enterprise Mobility Management space. Below is a quick summary of some of my latest tweets with key high-level analysis on the announcement.
#GredyhoundStandpoint 1 – Blackberry is serious about the change to become a software firm and focus on its key strengths
IMHO @Blackberry making interesting moves – first support for @Android and now acquisition of @Good_Technology – hitting nail on its head!
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
#GredyhoundStandpoint 2 – With Good, Blackberry is intending to serve the end-to-end opportunity in Enterprise Mobile Management spanning Devices, Applications & Data Across Devices – Particularly The iOS and Android Ecosystem
More to last tweet @Blackberry acquisition @Good_Technology shouldn't be seen in isolation – latter solid on @Android – real peg! #MDM #EMM
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
#GredyhoundStandpoint 3 – This acquisition will increase chances for Blackberry in Enterprise deals and particularly against key competition like MobileIron, AirWatch and MaaS360.
Acquisition will help @Blackberry offer better support for all OS / compete with #MDM vendors @mobileiron @AirWatch https://t.co/WEkmARf7Py
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
With over 64% #iOS Userbase @good_technology will let @blackberry further their #Software to non-blackberry devices https://t.co/wcc5RLH9m3
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
#GredyhoundStandpoint 4 – But then, not all is hunky dory. Blackberry and Good both lack the much needed muscle to provide Global Managed Services – a key component in enterprise deals
While acquisition will improve @Blackberry chances of winning deals against @MobileIron @AirWatch but #ManagedServices still work! #MDM #EMM
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
IMHO @Blackberry decision to acquire @Good_Technology is not so much about #MDM alone but #MAM – #AppManagement is where the future $$ are!
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
#GredyhoundStandpoint 5 – This announcement will weigh specifically for end-user organizations that are juggling between a significant Android user base and the need for enterprise-grade security for their enterprise mobility programs. While there are rumours of Blackberry coming up with Android devices, Good signed up a partnership with Samsung in February 2014 to offer secure container and apps on KNOX-enabled devices.
IMHO @Blackberry @good_technology significnt fr @Android – former planning devices, latter partner w/t @SamsungMobile http://t.co/hlfploNBAL
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
Last quarter we rated @good_technology #MDM against key compn and it rated A-class! Good buy by @Blackberry http://t.co/o2wFgtfcry #MDM #EMM
— Sanchit Vir Gogia (@s_v_g) September 4, 2015
P.S.: For more and latest on this announcement, feel free to follow me on Twitter or else come back to this page for more insights!
About The Author: Sanchit Vir Gogia is the Chief Analyst & CEO of Greyhound Research, an independent IT & Telecom Research & Advisory firm. He also serves as Chief Futurist, Founder & CEO of Greyhound Knowledge Group that operates under four brands – Greyhound Research, Greyhound Sculpt, Greyhound Technocrat and Greyhound Vivo. To read more about him, click here.
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