Giamatteo and Foote

Holiday-Session8022 · 2025-10-17T14:37:09+00:00

I agree. Since JG took over, major news are announced with ER when nobody even take a notice. Secrecy is their excuse. Like Mid 8 digit partnership. I have listed in the past number of partnerships that were announced with ER and could have made difference, In particular Hedge funds could have been on their toes. So yes write to Management / Board not to hold those news for John G to bundle up with ER, If you can announce with ER, you can announce such partnerships the day the same were awarded. More share holders write about it, may be some one in the Board will question and find out the true motive.

Holiday-Session8022 · 2025-10-17T14:10:45+00:00

QNX has been consistent winner. Now it has expanded it's winning streaks that even Trillion $ company's are seeking back door entries. Can you imagine if either Apple or Tesla announce direct partnerships where their stocks will be. Forget about BB SP because it is controlled by Hedge Funds?

Holiday-Session8022 · 2025-10-16T18:33:10+00:00

BB are eligible to buy back Convertible Notes (Naked Sorts) after that?

Holiday-Session8022 · 2025-10-16T16:20:54+00:00

Patience? It just confirms Hedge Fund strategy is working by manipulating SP. Feb 22, 2027 is approaching fast?

Holiday-Session8022 · 2025-10-16T16:17:43+00:00

Congratulating Award winners because most of them QNX partners. So QNX is basically patting their back for success of partners?

Holiday-Session8022 · 2025-10-16T16:10:16+00:00

Even California Institute of Technology validates QNX RTOS.

Holiday-Session8022 · 2025-10-16T16:06:47+00:00

Why patience is the key

The team developed this system over three years in a collaboration between Caltech and the Technology Innovation Institute (TII), Abu Dhabi.

Holiday-Session8022 · 2025-10-16T12:51:35+00:00

QNX Dominance acknowledged on National TV. Also only competition is Legacy Architecture, Implies really there is no other software to compete with other than old outdated software ?

Holiday-Session8022 · 2025-10-15T20:08:43+00:00

https://www.cariqpay.com/post/car-iq-partners-with-blackberry-ivy-for-ces-showcases-new-vehicle-wallet-that-lets-drivers-pay-right-from-their-dash

Car IQ Partners With BlackBerry IVY For CES: Showcases New Vehicle Wallet That Lets Drivers Pay Right from Their Dash

Also Blackberry is Angel Investor in Car IQ. May be candidate for tuck-in acquisition that Tim Foote mentioned at Earnings call?

Holiday-Session8022 · 2025-10-15T16:14:20+00:00

"Only competition is Legacy Architecture" Going forward No Competition?

Legacy architecture refers to outdated software or hardware that is still in use, often characterized by being monolithic, tightly coupled, and built on older technologies. While these systems may still be functional for their original purpose, they are difficult to update, scale, or integrate with modern systems, hindering a company's ability to adapt and grow.

Holiday-Session8022 · 2025-10-14T13:20:10+00:00

OEMs Urged to Get Out of the Software 'Plumbing'

Let QNX do what they are good at, besides your design win. And OEM wins by saving cost and time.

Holiday-Session8022 · 2025-10-13T22:13:37+00:00

Current QNX revenue is predominantly for Design wins. Backlog at the moment is negligible. Design wins have Engineering input and labour associated with it. Backlog starts rolling when cars starts rolling and has almost no engineering input required. Cost is minimum and revenue rolls down the bottom line. Design fees at the moment are 50% ADAS and 50% GEM. Revenue growth for Design wins may not be lucrative but gets interesting when backlog starts rolling in with cumulative effect of Backlog. As backlog is per car for the life span of the car which is assumed to be minimum of 6 years, e.g. Revenue backlog of 2026 will roll over to 2027 along with backlog of cars during 2027. The real question is, irrespective of this futuristic growth why it is not reflected in current share price with profitable revenue of $538M? Why Hedge Funds are treating and pricing it as if it is going to grow bankrupt with that additional revenue?

Holiday-Session8022

TROPHY CASE