BlackBerry had its first blast of good post-launch news regarding BlackBerry 10 this morning.
The news came from CIBC analyst Todd Coupland, who says that 50% of preregistrations in Canada are not current BlackBerry users—they're coming from competing platforms like iPhone and Android. If true, this is absolutely huge validation for the Canadian company. And if the number transcends to a bigger market like the US, BlackBerry is poised for a strong year.
Todd was impressed even before he confirmed this data point, writing a note to clients last week with his thoughts on the BB10 launch event.
“RIM, renamed Blackberry, put on glitz, glamour and yes a little bling with CEO Heins doing a good job introducing BB10,” Todd wrote. “The bling of course is Alicia Keys, named Blackberry Creative Director, who plans to be in the office at least for a while. Heins was met with 1,000 reporters, bloggers, investors, analysts and Blackberry staff. It was a ‘slick’ show."
The analyst has a Sector Outperform rating on BBRY shares.