In a breakdown of Research In Motion’s Q3 earnings report, it has been calculated that BlackBerry’s sales growth was derived from sales outside of the U.S. The data from the earnings report shows RIM has hit a new low for new subscribers. At 5.1 million out of 14.2 million units sold implying that the new subscribers added per unit sold is 0.34.

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BlackBerry sales in the US went from $1.65 billion to $1.87 billion; a mere 13% growth while the company experienced 89% overall growth in revenues. The US only contributed 8%, while 92% in the rest of the world.

This is a catch 22, as it is good that RIM has begun to penetrate markets around the world. Although, gaining only 13% within the US has accounted for loss in RIM’s  market share stronghold.

Highlights from the quarter’s numbers:

  • 14.2 million devices shipped, sell-through: 12.3 million
  • expect to ship 14.5 to 15 million units in the next quarter
  • ASP of approximately $315
  • US, UK and Canada are 56% of sales
  • US represented 34% of the total revenue
  • Last year US represented 57% of revenue
  • BlackBerry Torch launched in over 75 new markets, Torch launched with the $99 pricing from AT&T
  • BlackBerry Curve 3G launched with 118 carriers in 48 countries
  • China Mobile introduced BIS for small-to-medium sized businesses. The service starts at $14 per month
  • App World applications grew 60%
  • More than 16,000 applications available
  • 2 million downloads daily
  • 1,000 vendors registered for PlayBook apps
  • Revenue: $5.5 billion
  • Net subscriber additions: 5.1 million
  • Top three customers: 12%, 9%, and 9% of revenue
  • The same quarter a year ago: 25%, 13% and 10% of revenue
  • Service revenue in Q3: $835 million
  • Software revenue: $78 million
  • Gross margin in the quarter was 43.6%
  • Cash: $2.5 billion

via Asymco