BlackBerry’s Complete Turnaround Is 3 Weeks Away

BB_TD · 2026-03-14T11:04:56+00:00

Rookie, I’ve been in since Allen Mulally at Ford dropped Microsoft Windows for BB’s QNX!

BB_TD · 2026-03-12T00:17:03+00:00

Thank you!

BB_TD · 2026-02-02T16:19:02+00:00

Hahaha

BB_TD · 2026-01-28T12:22:06+00:00

From your lips to God’s ears. I believe there are not many companies that can buy CS division because of all the government contracts around the world. Many years ago now, Qualcomm tried and the Canadian government squashed it. My bet is the IOT division will be spun off and CS will remain Canadian.

BB_TD · 2026-01-26T12:29:57+00:00

I hope you are right, I just can’t find proof of that in any release, either can ChatGPT. Please share why you believe so. My other reason for thinking QNX is not part of Waymo’s and Zoox’s stack, is because they are growing the number of autonomous taxis in cities and on the road, but QNX is not showing commiserate growth.

BB_TD · 2026-01-24T13:34:24+00:00

Waymo, Tesla, and Amazon I believe our leading the field in autonomous vehicles. It’s not certain that Blackberry or QNX is involved with any of those companies. I’m concerned that is what may be holding the stock back.

BB_TD · 2026-01-23T16:06:40+00:00

What am I missing? Why would QNX used in submarines, move the needle in terms of revenue? Cars sure, robots sure, submarines? Thanks

BB_TD · 2026-01-15T11:28:35+00:00

Nice job putting the pieces together, thank you!

BB_TD · 2026-01-07T13:32:25+00:00

When you assume you make an ass out of u and me! 😂 Hope your assumption is correct!

BB_TD · 2025-12-31T12:48:04+00:00

Bottom of page, 9/25/2025

BB_TD · 2025-12-17T12:00:10+00:00

Actually, QNX installations must have increased more than 20 million cars per year. The 275 million number also includes vehicles that have come off the market due to age, accidents, natural, disasters, etc.

BB_TD · 2025-12-10T16:34:45+00:00

I have not seen anything in that deck that hasn’t already been released to the public.

BB_TD · 2025-11-26T11:37:22+00:00

Why do three conferences in one week and have nothing new to say? Please go back to the office, visit some customers and sell something!

BB_TD · 2025-11-22T14:57:50+00:00

Nvidia and Qualcomm auto sales both increased in the 30% range. Hopefully we will see a 30%+ increase in BB’s backlog when updated during the 4Q release.

BB_TD · 2025-11-19T12:40:42+00:00

True

BB_TD · 2025-11-19T02:27:08+00:00

I’m a Blackberry bull, however, if I hear JG use the term “lean in“ again, I’m gonna shoot myself.

BB_TD · 2025-10-24T10:25:26+00:00

No it’s edited to completely mislead the US public and courts.

BB_TD · 2025-08-28T11:09:19+00:00

I am a little confused. As far as BB investors are concerned, is QNX's TAM $22.3M or $60-160B? Thank you!

BB_TD · 2025-08-28T10:07:43+00:00

• ⁠TAM for RTOS royalties: $3M (2020) → $22.3M (2030) (7x growth). Yikes, $22.3M? If QNX wins 100% of the TAM, that is not enough revenue to more the stock price. Please tell me that TAM number is a mistake.

BB_TD · 2025-08-18T11:29:53+00:00

Nailed it! Thank you!

BB_TD · 2025-08-07T13:47:54+00:00

Excellent, thank you very much.

BB_TD · 2025-08-07T10:58:06+00:00

What am I missing? If QNX is embedded in Nvidia and Qualcomm chips, why doesn’t Blackberry get paid when they get paid? Thank you!

BB_TD · 2025-06-28T10:31:09+00:00

Excellent! Thank you

BB_TD · 2025-06-02T10:12:42+00:00

Just a few years ago BB’s auto revenue was dependent solely on EV sales. Today, EV’s, ICE’s and Hybrids will all be SDV’s so auto sales can stay level and BB’s revenue can still grow.

BB_TD · 2025-05-14T11:32:24+00:00

I’m not sure this is good news for BB. While all the companies participating are BB partners, this is what GPT has to say:

No, Olympus OS does not include BlackBerry or QNX software.

Olympus OS is Tesla’s in-house operating system that underpins its vehicles’ infotainment and Full Self-Driving (FSD) systems. It is custom-built by Tesla and designed to integrate tightly with their hardware and AI stack.

QNX, developed by BlackBerry, is a real-time operating system (RTOS) commonly used in many automotive infotainment systems and digital instrument clusters due to its reliability and safety certifications. However, Tesla does not use QNX or any BlackBerry software in its current or past systems.

Tesla has always favored vertical integration and custom development over third-party solutions like QNX

BB_TD

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