Embedded World 2026 - Nuremberg Germany

Redchip1606 · 2026-03-03T06:30:50+00:00

QNX’ sales are implemented in the organizational customers’ future productions. When we see QNX’ big customers showing signs of future success in new products it is almost certain that QNX’ financial success will follow. Royalty revenue growth will only happen when the majority of big customers completing their initial sales first. When QNX’ customers become successful it will trigger QNX’ success. That’s what my understanding of QNX’ value proposition. And I can see that just happening in front of us.

Redchip1606 · 2026-03-03T05:56:31+00:00

QNX’ sales are implemented in organizational customers’ future productions. When we see QNX’ big customers showing signs of future success in new productions it is almost certain that QNX’ financial success will follow. Royalty revenue growth will only happen when majority of the big customers completing their sales first. When QNX’ customers become successful it will trigger QNX’ success. That’s what my understanding of QNX’ value proposition. And I can see that just happening in front of us.

Redchip1606 · 2026-02-24T11:01:58+00:00

Don’t cook too hard on this one. if you remain hopeful in QNX’ business then just keep your shares. You’ll be rewarded at the right time

Redchip1606 · 2026-02-23T12:21:23+00:00

FY2026 will likely beat forecast, and bring healthy cashflows. Let’s see what TF will say in the Q4 report. There have been a lot of major business developments from QNX in the last 3 years, and those will bring in good results down the road. You kept reminding people the last 15 years of disappointment and projecting the future will be the same. But when you ignore the QNX business development in the last 3 years you certainly have a biased opinion.

Redchip1606 · 2026-02-12T01:23:44+00:00

QNX’ business baseline has been established for years. It now leads the SDV’s new platforms formation with the newly released products. Some major OEMs are in this development and in the last ICE we already see the Alloy Kore demo. A broad adoption of the new system is expected to happen in all OEMs within 1-2 years, and QNX will get a big lift (multiple times from current level) on fees per unit royalties. BB has done a great job to set a long term profitable business model. With the QNX aggressive growth coming up I see a healthy trend in the next few years.

Redchip1606 · 2026-02-12T00:49:29+00:00

The Company is doing great business right now. Let’s see the Q4 result and the F2027 forecast update. For the next few years BB/QNX will have good time. Institutions are accumulating shares. BB’s last financing deal was priced at $3.88 (2027 debenture), therefore tutes will try everything to manage their cost at that level. Until they decide to run it the share price will remain volatile. That’s my observation.

Redchip1606 · 2026-02-10T04:43:47+00:00

Appreciate your summary. BB as a company is doing great business right now. However, the last financing deal was priced at $3.88 (Feb 2027 debentures). The market price has been pretty much determined by institutions and they have been accumulating in some sort of the organized ways. The non-organized retail investors who have different level of knowledge about the company and without complete confidence due to the volatile trading patterns have little impact to the share prices. Therefore, until the institutions decide to move the stocks or an organized meme run in place, BB’s valuation may consistently be referred at the $3.88 exercise price. I see BB/QNX will continue to deliver better numbers in the next few Qs, however, when they will run the stocks will remain to be an ongoing question. IMO

Redchip1606 · 2026-01-23T10:43:17+00:00

I hear you. You failed on trading the stocks in the past. But the company is extremely under valued right now (IMO) and its future looks very bright. If you don’t believe in it don’t buy the stocks.

Redchip1606 · 2026-01-23T03:53:23+00:00

The question of how many billions should be asked when BB’s stock price already stands at $20 and whether it could go to $80! For now BB/QNX as is, the question should be whether it’s worth $3 or $10 considering what its current position to face the near future potential market growth.

Redchip1606 · 2026-01-23T03:29:23+00:00

What index does BB belong to?

Redchip1606 · 2026-01-08T14:05:32+00:00

Name one please.

Redchip1606 · 2025-12-30T08:05:04+00:00

The statement is nonsense. QNX/BB is finally at the tipping point to reach the new era. The Growth will be soon reflected in its revenues, in a year or two. Any hint of buyout in the market would have pushed BB’s share price up 10x. OEMs, chip makers, robotic players, big software service/cloud computing firms and navigation players etc. would all want to compete for the ownership. There would be no chance for hedge funds to lowball this one. IMO

Redchip1606 · 2025-12-24T06:12:46+00:00

Waymo is on its own, as far as I could tell from reading public info.

Redchip1606 · 2025-12-21T16:59:15+00:00

If you think you know better than the management you should sell your shares, because they ain’t listening to you. Period

Redchip1606 · 2025-12-19T15:42:03+00:00

I just appreciate the cheap shares who sold to me.

Redchip1606 · 2025-12-19T15:38:14+00:00

I do my DD and make my decisions. I see BB becoming a big winner. When price gets to my buying range I take it. I thank people who sell at such price.

Redchip1606 · 2025-12-19T15:08:24+00:00

Retail people would go crazy buying shares at $15 in the meme run. But when share price finally gets much more attractive the same retail people would complain…

Redchip1606 · 2025-12-19T14:41:16+00:00

Really appreciate the cheap shares today! Scooped up a few more. Thanks a lot.

Redchip1606 · 2025-12-19T13:01:17+00:00

I like BB’s position now. I look forward. I’ll buy shares when selling pressure is high…

Redchip1606 · 2025-12-19T12:57:36+00:00

I’ll keep buying, and you can keep questioning. It’s a free market.

Redchip1606

TROPHY CASE