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BlackBerry rising from obscurity as it embraces our Safety & Security theme

Unlike companies like GoPro and SNAP, which have failed to realize their entire business is a feature, not a product, Blackberry has embraced the fact that at its core feature is security, not connectivity in the form of a phone or smartphone.  This is perspective is reinforced with it’s recently announced deal with former rival Microsoft:

BlackBerry Ltd’s shares rose 4 percent in early trading on Tuesday after the company said it would provide security for one-time rival Microsoft Corp’s flagship Office apps. The deal reflects a push by companies to ramp up their cybersecurity capabilities following a wave of recent high-profile data breaches.“Even though BlackBerry no longer dominates the smartphone hardware market, they are still considered a leader in mobile security software,” Nomura Instinet analyst Christopher Eberle said.

Source: BlackBerry shares rise after software security pact with Microsoft

About the Author

Chris Broussard
I'm the Co-Founder and President of Tematica Research and editor of Thematic Signals, which aims to uncover confirming data points and items to watch for our list of investing themes. Whether its a news item, video clip, or company commentary, we've included this full list of items literally "ripped from the headlines." I have been involved in financial services marketing and publishing for over 20 years – having held senior level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. My background in digital marketing, financial services and consumer research provides me with a unique perspective on how to uncover the underlying proof points that are driving the themes our Chief Investment Officer Chris Versace utilizes in our various Tematica publications.

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