REMINDER: This Is Why RIM Is Screwed

Business Insider Intelligence is a new research and analysis service for real-time insight and intelligence about the Internet industry. The product is currently in beta. For more information, and to sign up for a free 30-day trial, click here.

This morning's surprising resignations of RIM co-CEOs Jim Balsillie and Mike Lazaridis is a complete non-starter for sparking much needed change at the company, as we discussed in our morning BII Express note. New CEO Thorsten Heins didn't help matters by telling analysts in a conference call, "I don't think there is some drastic change needed."

Heins has indicated a willingness to license their new QNX operating system to other smartphone and tablet manufacturers, but this completely misses the point. Blackberry's share of the US market (by operating system) has fallen from 43% to 19% in only two years and we don't expect this trend to let up anytime soon. The bottom line: nobody is going to license your software if consumers don't want to buy your phones in the first place. We still believe what we believed in December: RIM's only way out is a sale. Here are some of our other 2012 predictions→

Quarterly Smartphone Market Share By OS (US)

Feedback? Questions? Send us an email

Please follow BI Intelligence on Twitter.