????忘了Passport手機(jī)吧。

????也忘了Classic、Leap和Z30手機(jī)吧。

????你甚至不用再去想那些名字古怪，由保時捷公司設(shè)計的限量版手機(jī)——P’9983和P’9982。

????加拿大滑鐵盧“土生土長”的黑莓現(xiàn)在是一家軟件公司而非手機(jī)公司。其2016財年第一季度的“致勝”法寶全部來自該公司在軟件授權(quán)、企業(yè)客戶和跨平臺管理等領(lǐng)域取得的成功。

????而在外行人看來，這些都是軟件業(yè)務(wù)。

????在上周二召開的財報電話會議上，黑莓CEO程守宗不斷地將聽眾的注意力吸引到公司軟件開發(fā)業(yè)務(wù)的進(jìn)展上來——它有哪些合作伙伴、新客戶，以及最重要的黑莓企業(yè)服務(wù)器業(yè)務(wù)（BES）的復(fù)興。后者是黑莓手機(jī)的心臟。

????程守宗表示，公司“已和2600家企業(yè)客戶簽約”，這意味著該季度BES 12有了新的客戶。他表示，所有企業(yè)客戶中約40%為新客戶；其他60%為通過EZ Pass項目轉(zhuǎn)移到BES12的客戶。EZ Pass是一個快速跟蹤（并免費(fèi)提供）公司最新操作系統(tǒng)升級的項目。

????另一場勝仗是：軟件與授權(quán)許可協(xié)議的收入為1.37億美元，同比增長150%。

????此外，程守宗將收購企業(yè)文件共享服務(wù)公司W(wǎng)atchDox作為公司取得的又一場勝利。該交易已于5月份完成。

????憑借跨平臺移動管理解決方案，從競爭對手MobileIron手中搶走蘇格蘭皇家銀行，也算一次勝利。

????所有成果都和軟件有關(guān)。于程守宗而言，所有這些勝利“意義重大”。

????但大獲成功的項目，恰恰不包含該公司的硬件業(yè)務(wù)。黑莓公司“確認(rèn)”手機(jī)銷量為110萬臺，平均售價240美元。第一季度的營收為6.58億美元，其中硬件銷售收入微弱領(lǐng)先其他業(yè)務(wù)，占40%。服務(wù)占38%，而軟件和技術(shù)授權(quán)業(yè)務(wù)占21%。

????程守宗在開場白中這樣總結(jié)手機(jī)業(yè)務(wù)再次實(shí)現(xiàn)盈利的方式：“本季度，公司采取了一系列關(guān)鍵措施。第一，我們通過一定程度的改組，減少了硬件投入。第二，我們將某些硬件資源轉(zhuǎn)移到軟件和物聯(lián)網(wǎng)。”

????會議臨近結(jié)束時，程守宗表示，他希望“每年減少約1億美元至2億美元的硬件投入，并將這些錢用于軟件開發(fā)。”黑莓公司首席財務(wù)官詹姆斯?葉爾斯馬上澄清，他預(yù)計實(shí)際數(shù)字應(yīng)該在1億美元左右。

????如果得不到相關(guān)的資金支持，硬件業(yè)務(wù)很難發(fā)展，此舉或許會激怒黑莓的忠實(shí)支持者，但資源轉(zhuǎn)移是有道理的。據(jù)互聯(lián)網(wǎng)數(shù)據(jù)公司統(tǒng)計，黑莓目前在智能手機(jī)市場的份額非常糟糕。

????此外，程守宗還表示，在今年3月份世界移動大會上宣布的設(shè)備，需在今年晚些時候上市。令人失望的是，他并沒有回應(yīng)最近的傳言：黑莓即將推出運(yùn)行安卓設(shè)備，而不是黑莓OS移動操作系統(tǒng)的手機(jī)。

????雖然投入將減少，但程守宗承諾，公司本季度將通過新的營銷活動，提高黑莓設(shè)備的知名度。然而，由于公司當(dāng)前的重點(diǎn)是軟件，因此預(yù)計其營銷活動很難取得成功。

????黑莓曾經(jīng)讓全球智能手機(jī)制造商們艷羨不已，如今，手機(jī)業(yè)務(wù)對于黑莓顯然已經(jīng)無足輕重。而且對于黑莓來說，這樣的局面或許更好。（財富中文網(wǎng)）

????譯者：劉進(jìn)龍/汪皓

????審校：任文科

????Forget the Passport.

????Forget the Classic, Leap, and Z30.

????You can even even ignore the strangely-named Porsche Design models—the P’9983 and P’9982.

????Blackberryof Waterloo is now a software company, not a phone company. And its “win” column for its fiscal first quarter 2016 is full of licensing, enterprise customer, and cross-platform management successes.

????That means, in layman’s terms, software.

????Speaking on the company’s earnings call on Tuesday, BlackBerry CEO John Chen repeatedly drew attention to growth around BlackBerry’s coding efforts—its partnerships, its new customers, and most of all, its revival of BlackBerry Enterprise Server, or BES, the beating heart of its classic mobile devices.

????Chen said BlackBerry “had 2,600 enterprise customer wins,” meaning new customers for BES 12 in the quarter. Roughly 40% of those were new customers, he said; while the other 60% came from those who’ve switched to BlackBerry Enterprise Server (BES) 12 through its EZ Pass program, which fast-tracked (and made free) upgrades to the company’s newest operating system.

????Another win: $137 million in revenue came from software and licensing agreements; up 150% from the same quarter last year.

????Chen chalked up BlackBerry’s acquisition of WatchDox, an enterprise file-sharing service, as another victory for the company. It closed a deal with the security firm in May.

????Stealing the Royal Bank of Scotland from competitor MobileIron, was yet another win, thanks to its cross-platform mobile management solution.

????All software related. All a “major win” to Chen.

????What’s not in the win column, however, is the company’s hardware business. The company “recognized” handset sales of 1.1 million units, with the average selling price (ASP) of $240. Hardware sales held a slim lead in revenue, accounting for 40% of the company’s $658 million quarterly revenue. Services accounted for 38%, while software and technology licensing reported 21% of revenue.

????Chen summarized his approach to making the handset business profitable again in his opening statements: “A few key actions were taken in the quarter. Number one, we have reduced our spending in hardware through some level of reorganization. Number two, we moved some hardware resources to our software and our [Internet of Things] effort.”

????Towards the end of the call, Chen stated he wants to move “about $100 to $200 million dollars worth a year, in spending in hardware and divert that into software.” BlackBerry CFO James Yersh was quick to make it clear he expected the actual number to be on the lower end of the spectrum.

????It’s hard to grow a hardware business without investing money in said business, and while it’s likely to ruffle feathers of BlackBerry’s loyalist, the diversion of resources makes sense. According to the International Data Corporation, BlackBerry’s current smartphone market share is abysmal.

????Additionally, he said the devices announced at Mobile World Congress in March are still on track for release later this year. Disappointingly, no mention was made regarding the possibility of said devices running Android instead of BlackBerry’s own mobile OS as has been rumored.

????Despite the cuts, Chen promised a new effort to bring more awareness to BlackBerry’s devices this quarter through a new marketing campaign. But, with the company’s emphasis now on software, it’s hard to envision the campaign being successful.

????Once the envy of smartphone manufacturers across the globe, it’s clear BlackBerry’s handset business is now an afterthought. And it may be better for it.