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- 珍珠红茶珍珠红茶
  ·2021-06-29
  [真香]
  Here's Why I'm Waiting to Buy BlackBerry Stock
  Fiscal first-quarter results showed worrying weakness in one of the company's key segments.
  Here's Why I'm Waiting to Buy BlackBerry Stock
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- 珍珠红茶珍珠红茶
  ·2021-06-27
  [财迷]
  Tesla recalls some imported and domestic Model 3 and Model Y in China
  Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said
  Tesla recalls some imported and domestic Model 3 and Model Y in China
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But because of the company's current challenges with its cybersecurity portfolio, that opportunity may not translate into profits for investors.</p>\n<h2>A vast addressable market</h2>\n<p>Following its transition to a software-based security business initiated several years ago, BlackBerry announced a partnership with <b>Amazon</b>'s Amazon Web Services (AWS) to create IVY, a software platform to securely exchange and manage standardized vehicle data. That platform, which should hit the market by February 2022, should provide automotive industry players with new opportunities, such as reducing costs and monetizing new services.</p>\n<p>The success of such initiatives remains to be seen. But those developments expose BlackBerry to a vast total addressable market that management estimated at $89 billion by 2025, which corresponds to an attractive compound annual growth rate (CAGR) of 19%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d31abfbbf6cdcc04c5e000fbffa8cee\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Challenges in cybersecurity</h2>\n<p>However, BlackBerry remains far from reaching that growth trajectory. During its first fiscal quarter, which ended on May 31, revenue declined 15.5% year over year to $174 million.</p>\n<p>The ongoing negotiation to sell an important part of the company's patent portfolio had a negative effect on revenue. But more worryingly, revenue from the cybersecurity segment declined by 10.1% year over year to $107 million,&nbsp;which seems weak considering the secular growth in that market, boosted by the recent rise of ransomware attacks.</p>\n<p>In contrast, given that favorable context, the endpoint protection specialist <b>CrowdStrike</b> generated another quarter of impressive revenue growth (70% year over year to $302.8 million) during its latest quarter, despite its much larger scale.</p>\n<p>In particular, BlackBerry's endpoint protection cybersecurity offering Cylance hasn't caught up yet with the competition. As an illustration, the research specialist <b>Gartner</b> positioned Cylance far away from many competitors in its May 2021 endpoint protection platforms magic quadrant in terms of ability to execute and completeness of vision.</p>\n<p>Granted, BlackBerry enhanced its cybersecurity offerings last quarter with additional cloud-based capabilities to protect remote workers. But competitors, such as CrowdStrike, have already been proposing similar features for several quarters, or even years.</p>\n<h2>Internet of Things</h2>\n<p>In contrast, BlackBerry's Internet of Things (IoT) segment showed encouraging signs of recovery. That segment mainly includes QNX, the company's embedded operating system that can be integrated into any kind of device.</p>\n<p>So during the first fiscal quarter, revenue from IoT increased by 48.3% year over year to $43 million, partly thanks to the deployment of QNX in vehicles. Indeed, the research outfit Strategy Analytics estimated QNX software is now embedded in more than 195 million vehicles, compared to 175 million the year before.</p>\n<p>That's an encouraging development for BlackBerry over the long term, as it plans to leverage its footprint in the automotive industry to grow the adoption of its IVY platform. In addition, after having announced its IVY Innovation Fund several months ago to drive innovation, it launched its IVY Advisory Council during the last quarter to develop use cases.</p>\n<h2>Growth priced in</h2>\n<p>Despite the drop following these mixed fiscal first-quarter results, BlackBerry's stock is still up more than 80% since the beginning of the year. The company's market cap, now at $6.8 billion, corresponds to 7.9 times trailing 12-month revenue of $861 million, which indicates the market is pricing in strong growth going forward.</p>\n<p>So with cybersecurity representing 61.5% of revenue during the last quarter, the company must significantly improve its security business to match the market's expectations, which won't be easy given the crowded and strong competition in that area.</p>\n<p>In addition, the success of the company's IoT business will partly depend on its cybersecurity portfolio. 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But because of the company's current challenges with its cybersecurity ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/heres-why-im-waiting-to-buy-blackberry-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://www.fool.com/investing/2021/06/28/heres-why-im-waiting-to-buy-blackberry-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146836375","content_text":"Last year, BlackBerry (NYSE:BB) announced an ambitious goal of creating a software platform for the vast automotive market. But because of the company's current challenges with its cybersecurity portfolio, that opportunity may not translate into profits for investors.\nA vast addressable market\nFollowing its transition to a software-based security business initiated several years ago, BlackBerry announced a partnership with Amazon's Amazon Web Services (AWS) to create IVY, a software platform to securely exchange and manage standardized vehicle data. That platform, which should hit the market by February 2022, should provide automotive industry players with new opportunities, such as reducing costs and monetizing new services.\nThe success of such initiatives remains to be seen. But those developments expose BlackBerry to a vast total addressable market that management estimated at $89 billion by 2025, which corresponds to an attractive compound annual growth rate (CAGR) of 19%.\nImage source: Getty Images.\nChallenges in cybersecurity\nHowever, BlackBerry remains far from reaching that growth trajectory. During its first fiscal quarter, which ended on May 31, revenue declined 15.5% year over year to $174 million.\nThe ongoing negotiation to sell an important part of the company's patent portfolio had a negative effect on revenue. But more worryingly, revenue from the cybersecurity segment declined by 10.1% year over year to $107 million, which seems weak considering the secular growth in that market, boosted by the recent rise of ransomware attacks.\nIn contrast, given that favorable context, the endpoint protection specialist CrowdStrike generated another quarter of impressive revenue growth (70% year over year to $302.8 million) during its latest quarter, despite its much larger scale.\nIn particular, BlackBerry's endpoint protection cybersecurity offering Cylance hasn't caught up yet with the competition. As an illustration, the research specialist Gartner positioned Cylance far away from many competitors in its May 2021 endpoint protection platforms magic quadrant in terms of ability to execute and completeness of vision.\nGranted, BlackBerry enhanced its cybersecurity offerings last quarter with additional cloud-based capabilities to protect remote workers. But competitors, such as CrowdStrike, have already been proposing similar features for several quarters, or even years.\nInternet of Things\nIn contrast, BlackBerry's Internet of Things (IoT) segment showed encouraging signs of recovery. That segment mainly includes QNX, the company's embedded operating system that can be integrated into any kind of device.\nSo during the first fiscal quarter, revenue from IoT increased by 48.3% year over year to $43 million, partly thanks to the deployment of QNX in vehicles. Indeed, the research outfit Strategy Analytics estimated QNX software is now embedded in more than 195 million vehicles, compared to 175 million the year before.\nThat's an encouraging development for BlackBerry over the long term, as it plans to leverage its footprint in the automotive industry to grow the adoption of its IVY platform. In addition, after having announced its IVY Innovation Fund several months ago to drive innovation, it launched its IVY Advisory Council during the last quarter to develop use cases.\nGrowth priced in\nDespite the drop following these mixed fiscal first-quarter results, BlackBerry's stock is still up more than 80% since the beginning of the year. The company's market cap, now at $6.8 billion, corresponds to 7.9 times trailing 12-month revenue of $861 million, which indicates the market is pricing in strong growth going forward.\nSo with cybersecurity representing 61.5% of revenue during the last quarter, the company must significantly improve its security business to match the market's expectations, which won't be easy given the crowded and strong competition in that area.\nIn addition, the success of the company's IoT business will partly depend on its cybersecurity portfolio. Indeed, BlackBerry will leverage its cybersecurity infrastructure and software to protect connected vehicles as well, as they remain exposed to similar threats as traditional computing devices, such as computers and laptops.\nThus, before considering investing in BlackBerry for the attractive potential of its IVY platform over the long term, I'll stay on the sidelines and wait for tangible improvements in the company's cybersecurity segment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124314808,"gmtCreate":1624738686904,"gmtModify":1631889271277,"author":{"id":"3585106836389433","authorId":"3585106836389433","name":"珍珠红茶","avatar":"https://static.tigerbbs.com/4d6e91e04e081fb064f81fbacc753ce1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124314808","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624680481,"share":"https://www.laohu8.com/m/news/1132692662?lang=&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p>\n<p>Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p>\n<p>Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p>\n<p>Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p>\n<p>Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p>\n<p>In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla recalls some imported and domestic Model 3 and Model Y in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-26 12:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p>\n<p>Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p>\n<p>Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p>\n<p>Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p>\n<p>Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p>\n<p>In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}