BlackBerry Stock Tanks On News Of Apple/IBM Partnership

As I type this, BlackBerry stock is down 8% on the news that Apple and IBM are going to join forces exclusive partnership that will see them teaming up to “transform enterprise mobility” through a series of new business apps and services for iOS devices. But it doesn’t end there. This partnership also includes the following:

  • IBM will begin selling iOS devices to its corporate customers
  • More than 100 industry-specific native apps that are built from the ground up for the iPhone and the iPad will be created. They will start to appear in the fall.
  • IBM will provide cloud services optimized for iOS with capabilities like device management, security, analytics, and mobile integration.

My take on this is that is groundbreaking and affects more than BlackBerry. Anyone in the enterprise mobility management space such as Mobile Iron, SOTI, and AirWatch should take note as well as this partnership has the potential to allow Apple and IBM to take over the enterprise mobility management space. Thus you can fully expect anyone in that space to respond in some way, shape or form shortly.



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