Stratrix

Company profile

Industry
Cybersecurity and software
Founded
1984
Headquarters
Waterloo, Canada
Ownership
Publicly traded

Profiles are auto-generated and infrequently updated.

Decisions on record

4 verified Decision Cases on BlackBerry, and the casebook each one belongs to.

Fork dateDecision typeWhat BlackBerry choseWhere it stoodThe storyCasebook
2006The ForkSettle for lump sumToo early to callRead the story →The Fork Casebook →
2007The FallDefend keyboard platformraised $1 billion in convertible debt, took a $250 million commitment from Fairfax, and handed the wheel to a new CEO (2013-11)Read the story →The Fall Casebook →
2010The CounterfactualFrame QNX around automotivefell from ~20% in 2009 to less than 5% by 2012 (2012)Read the story →The Counterfactual Casebook →
2012Cannibalization ChoiceKeep BBM handset-locked$518 million loss on $2.8 billion in revenue, shipments down 41% (2012-06)Read the story →Cannibalization Choice Casebook →
Run one of these yourself

The decisions BlackBerry faced, as kits you can run.

Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.

The analyses

The Cannibalization Choice · Growth & Portfolio
BlackBerry Saw the Touchscreen Coming. Its Own Boardroom Is What Killed It.
The legend says BlackBerry loved its keyboard to death. But Lazaridis privately warned staff they were 'competing with a Mac, not a Nokia.' The keyboard wasn't the anchor - a co-CEO civil war that turned a $5.8B loss into a foregone conclusion was.
8 min
The Counterfactual · Decision Forks
BlackBerry Made Every Right Move. It Just Made Them All Two Years Late.
BlackBerry didn't miss the smartphone era by being blind. It saw the app store, the messaging platform, the modern OS - and shipped each one years after the window closed. By the time BBM opened to iPhone in October 2013, WhatsApp had over 200 million monthly active users and a four-year head start.
7 min
The Fork · Decision Forks
RIM paid NTP $612.5 million in 2006 to buy off a BlackBerry shutdown that was never ordered
In March 2006, Research In Motion handed a patent-holding company $612.5 million in a single lump sum. A judge was days from switching off BlackBerry in the U.S. Years later the patents were mostly gutted — too late to matter.
7 min
The Fall · Crisis & Reinvention
BlackBerry Earned $18.4 Billion After Seeing the iPhone; Three Failures Underneath Sank It
RIM saw the iPhone on day one and still earned $18.4 billion in fiscal 2012. The collapse wasn't blindness — it was an OS that couldn't scale, carriers it had turned into rivals, and two CEOs who couldn't force the one bet that mattered.
8 min

Tools to try

More from Stratrix

The Business Model Wizard

Make the seven choices that define your model, test your numbers against real companies, and meet the rival AI would build against you.

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Stratrix Team

Every Casebook, three Strategy Packs a seat each year and Ask Stratrix, for teams that face these decisions all year.

$1,999 a year · $499 a seatWhat is included →

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