BlackBerry has seen record breaking sales for the new BlackBerry Z10, but that has been in the UK and Canada. Carriers in those regions have been quite excited at the demand.
However, Wedge Partners analyst Brian Blair says US carriers are not so optimistic about the Z10. Instead, they’re interested in a different device:
“While Blackberry’s stock continues to get whipsawed as investors debate the hopes for Z10 sell-through against headlines like Home Depot ditching Blackberry for iPhone, we are getting indications that U.S. carriers are not optimistic about Z10 sell-through, but are instead more hopeful about the keyboard-based Q10 due out in the May/June timeframe,” he writes. “We agree, and believe that Android and iOS are simply too entrenched in the U.S. market for the Z10 to make much of a dent in the U.S. beyond an initial run of Blackberry brand loyalists picking up units in the May quarter. We also continue to see evidence of growing enterprise support of iOS and Android.”
Blair doesn’t believe current iOS or Android users will dump their current device for a BlackBerry Z10 “for what is ultimately a touchscreen also-ran that is short on apps, with no related product or content ecosystem.”
How do you think the BlackBerry Z10’s sell-through will be in the US? Will US consumers be more focused on the Q10?