The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: John, could you talk a little bit more about the management changes you made? Anything in particular in terms of the leadership at Cylance or
other management changes within the organization? And the focus of those changes going forward?
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: That's helpful. The one follow-up I guess I'd have is, if we think through the rest of this year for Cylance, are you guys still comfortable with a 25%
to 30% growth rate that we'd talked about on the prior call? Or is that sort of moved out a little bit?
Question: Maynard Joseph Um - Macquarie Research - Analyst
: I had a couple of questions. In your release, you talked about QNX being at or better than your expectations. And there's a number of interesting
dynamics in the auto industry, right? On the one hand, you benefit from a lot of big secular tailwinds in the market, and where your content is
growing per vehicle. But on the other hand, the global SAR is -- has been weak globally and the auto-related names we cover have all been taking
guidance down. So can you just help us understand the puts and takes? When you say QNX was in line or better, were your expectations already
building in end-market softness? Or is the content growth story coming in much better than you expected?
Question: Maynard Joseph Um - Macquarie Research - Analyst
: Got it. Okay. And then just separately on ESS, it's down year-over-year, but also looks down sequentially as well. And I'm just wondering, if we
should expect ESS to remain flat from the Q2 levels until the sales management benefits take hold in a couple of quarters? Or if you think that the
new products that are coming to market, BlackBerry Intelligent Security, et cetera, will help to drive growth in the back half?
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SEPTEMBER 24, 2019 / 12:00PM, BB.TO - Q2 2020 BlackBerry Ltd Earnings Call
Question: Maynard Joseph Um - Macquarie Research - Analyst
: Okay. And is that just primarily driven by the -- by new product offerings?
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