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Chronicles

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BlackBerry users revolt against RIM as disruption spreads

RIM faces customer fury at further loss of services such as BlackBerry Messenger (updated with new statement from RIM)  —  Smartphone maker Research In Motion (RIM) is facing a user revolt after tens of millions of users in Europe …

Guardian Charles Arthur

Context & Ripple Effects

The disruption strikes at the exact feature set that made BlackBerry dominant: RIM's own analysis has long held that its killer email application and BlackBerry Messenger are the franchise, and a similar global blackout in September 2007 showed how much of the user base sits behind that single network. This time the outage is hitting tens of millions of users across Europe and spreading, with Reuters picking up the story as it enters its third day.

The timing compounds an already rough stretch for RIM: the PlayBook shipped in June 2011 without native email support, a leaked Android App Player for the tablet surfaced in July still underdeveloped, critics attributed the company's slide to leadership failing to connect with consumers, and just four days before this revolt RIM announced a deal for NewBay Software's white-label cloud content services — a cloud pivot now undercut by its core cloud failing publicly.

First-order effects

  • Tens of millions of European BlackBerry users lose Messenger and other services for a third straight day, converting RIM's most loyal base into vocal defectors and flooding carriers with complaints aimed at devices they sold.
  • RIM issues updated statements rather than a fix, so the immediate cost is trust in the always-on service promise that justified BlackBerry's premium over rivals.

Second-order effects

  • BBM is BlackBerry's strongest switching cost, and an extended outage demonstrates to enterprise and consumer buyers alike that the lock-in cuts both ways — giving competitors a reliability argument they could not buy.
  • Carriers and corporate IT departments that standardized on RIM's managed network face pressure to diversify device portfolios, weakening the exclusive carrier relationships RIM built its distribution on.

Third-order effects

  • If a centralized, operator-grade network is both the moat and the single point of failure, repeated outages push messaging toward distributed, multi-platform services where no one vendor's downtime silences the whole base.
  • For RIM specifically, the pattern fits the leadership critique already circulating in 2011: a company optimized around its network infrastructure struggling to meet consumer expectations, with the NewBay acquisition suggesting a cloud strategy announced before the existing cloud was proven dependable.

The trend: Closed, carrier-grade messaging networks are colliding with consumer expectations of always-on availability, turning proprietary infrastructure from a lock-in asset into a reputational liability.