Palm had another great quarter, thanks almost entirely to the Treo family which accounted for 75% of Palm’s revenue. Palm also talked up their plans to roll out a Microsoft update and pending support for users of the BlackBerry Enterprise server.
This slide details the Microsoft Messaging and Security Feature Pack for the Treo 700w. The update is expected soon and will include support for push email, global address look-up (access to a company’s entire address book) and a kill pill that can be pushed to lost or stolen devices, to wipe out potentially damaging files.
Palm also made it clear that the Good partnership is continuing to yield great results. Many Treo prospective owners are waiting for integration with BlackBerry Connect. This service is almost ready, it’s actually in testing with the carrier partners right now and should be rolled into the market in the next few months. This service will dramatically improve the market opportunities for the Treo, further cementing it as the most popular Smartphone on the market.
Palm also reiterated plans to release three more Smartphone units this year, which is consistent with their last earnings call. The Treo 700w counts as one and Palm is expected to announce a Palm OS version of the Treo 700 very soon. The other two units are thought to be a mid-tier Smartphone and one specifically designed for International markets.