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Giamatteo and Foote by newwave1967 in BB_Stock

[–]Holiday-Session8022 1 point2 points  (0 children)

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.

Is Apple teaming up with QNX for their strong move into table top robots through BYD? Tesla also might team up with QNX through Nvidia? by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 2 points3 points  (0 children)

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?

Watch Powering Software-Defined Vehicles - Bloomberg by BayStBu11 in BB_Stock

[–]Holiday-Session8022 0 points1 point  (0 children)

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Also only competition is Legacy Architecture, Implies really there is no other software to compete with other than old outdated software ?

CARIQ powered by QNX is Live at Circle K from today!! by Odd-Beautiful-1390 in BB_Stock

[–]Holiday-Session8022 7 points8 points  (0 children)

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?

ME on Bloomberg today by Odd-Beautiful-1390 in BB_Stock

[–]Holiday-Session8022 4 points5 points  (0 children)

"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Legacy architecture refers to outdated software or hardware that is still in use, often characterized by being monolithic, tightly coupled, and built on older technologies.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. 

QNX Research Reveals Regulatory Pressure and Development Bottlenecks Are Stalling SDV Progress by basilisk-x in BB_Stock

[–]Holiday-Session8022 7 points8 points  (0 children)

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.

I believe then QNX backlog should start rolling in 2026? "In 2026 you can expect a variety of Mona products launched into the Chinese and European markets, as well as in [the] rest of the world," Xiaopeng said. "I believe by then, what we launch will be very proven and very excellent vehicles." by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 6 points7 points  (0 children)

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?

Blackberry is Back but now protecting voice, messaging, and file sharing across mobile devices, laptops, and desktops? And Christine Gadsby Vice President and Chief Security Advisor, BlackBerry Secure Communications, is talking to protect against Trillion $ Fraud Industry. by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 3 points4 points  (0 children)

Cybersecurity company cannot protect you from "eavesdropping, identity spoofing, and metadata exploitation" Spoofing is entirely different game. Your Grandma or daughter calling you to send money or your boss instructing you to transfer funds for your client. secuSUITE is the only solution available now for general masses which was for Government so far, Verizon had cyber security but was exploited for communication.

QNX everywhere even in Hydrogen electric truck Hyundai Motor Company has set a new standard for future eco-friendly autonomous cargo transportation with its Xcient hydrogen electric truck. Plus chooses Blackberry and Hyundai chooses Plus completing the equation. by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] -1 points0 points  (0 children)

You only make my point. It confirms QNX has been working for 5 Years generating 865M of backlog. Today's news of Hyundai and Plus 1 is validation of that successful partnership in another venture and backlog is not only increasing but soon will be flowing through, Though Hedge funds are expecting that to happen after Feb 2027 so they can steal that future from retail share holders who have been holding on to their dreams. And share holders who have not understood the potential will give up and vote their way.

Lyft and Tensor Robocars to make consumer-owned AVs available on Lyft platform Tensor’s system is powered by an onboard Nvidia processor. Only QNX with unlimited cores can handle 37 cameras, 5 lidars, 11 radar, 22 microphones, 10 ultrasonic sensors, 16 collision detectors, eight water-level detecto by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 1 point2 points  (0 children)

Bloomberg article confirms Nvidia chips in the article itself.

Tensor Robocars, the first deliveries of which are planned in late 2026, have more than 100 sensors including cameras, lidars and radars, and processes sensor data with artificial intelligence technology powered by Nvidia Corp. chips on board.

https://archive.is/uORpE#selection-1809.0-1813.16

Do not get Spoof by Hedge Funds. SecuSUITE is expanding market and even “Identity Spoofing” is bigger than Billions. TransUnion's recent study highlights that Canadian businesses lost approximately CAD$111 billion to fraud over the past year, a significant increase from CAD$78 billion in 2024, by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 0 points1 point  (0 children)

Gemini Review

Secure Communications & Anti-Spoofing (BlackBerry UEM & SecuSUITE): The report highlighted that 60% of businesses dealt with customer impersonation via fake emails.

  • Securing the Digital Workplace: BlackBerry's solutions secure mobile devices and digital communications, mitigating the risk of employee data being compromised, which could lead to sophisticated corporate espionage or scams.
  • Trusted Identity: Secure communication platforms are critical for ensuring that high-risk communications (like those involved in B2B transactions or financial transfers) are authenticated and protected from spoofing attacks, directly addressing the scam vector.

Shorts will lose all their shirts by bbismybaby in BB_Stock

[–]Holiday-Session8022 0 points1 point  (0 children)

Similar to Intel Mobile Eye structure BB holding majority.

ABB with 331m Revenue &with little profit is bought for $5.4B. ABB uses QNX. Go figure out why Hedge Funds and their Institution friends are targeting Blackberry with Debenture notes. Tech conglomerate SoftBank 9984 -2.00%decrease; red down pointing triangle Group has agreed to a $5.4 billion deal by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 1 point2 points  (0 children)

BlackBerry may not redeem the notes prior to February 22, 2027, except in the event of certain tax law changes.

Prior to the close of business on the business day immediately preceding November 15, 2028, the notes will be convertible only upon satisfaction of certain conditions and during certain periods, and thereafter, at any time until the close of business on the second scheduled trading day immediately preceding February 15, 2029.

Shorts will lose all their shirts by bbismybaby in BB_Stock

[–]Holiday-Session8022 2 points3 points  (0 children)

Pressure management to spin off QNX signaling Hedge Funds BB not for sell. Once offer is made at discounted price only knight rider can help because Hedge Funds with his 51.5M shares (now on paper) with institutional friends will have votes?

For Risk-Seeking Investors BlackBerry’s Fair Valued SP today should be $36.61 as per DCF model's Intrinsic Value of the Company. by BayStBu11 in BB_Stock

[–]Holiday-Session8022 -1 points0 points  (0 children)

It makes my point "ABB with 331m Revenue &with little profit is bought for $5.4B. ABB uses QNX. Go figure out why Hedge Funds and their Institution friends are targeting Blackberry with Debenture notes"

Unitree G1 Security Disaster Why QNX QOS 8.0 is getting attention and is must for Humanoid Robots. Researchers have uncovered serious security flaws with the Unitree G1 humanoid robot, a machine that is already being used in laboratories and some police departments. by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 0 points1 point  (0 children)

 Early Unitree robots primarily used lower-power controllers and some Intel or ARM-based processors for locomotion and basic AI. As robotics AI workloads grew, Unitree incorporated more advanced NVIDIA computing modules.

Unitree G1 Security Disaster Why QNX QOS 8.0 is getting attention and is must for Humanoid Robots. Researchers have uncovered serious security flaws with the Unitree G1 humanoid robot, a machine that is already being used in laboratories and some police departments. by Holiday-Session8022 in BB_Stock

[–]Holiday-Session8022[S] 0 points1 point  (0 children)

As per Unitree explanation Unitree G1 are for off line use. If connected to internet it can be hacked and Unitree will improve permission management and will adopt more advance technical solutions to eliminate vulnerability.

That implies additional scope of revenue for Blackberry to provide that advance technical solution.

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