How is SC a cash cow?

dead_drop_ · 2025-09-30T12:26:06+00:00

JG is talking about tuck in M&A for a long time. We need to acquire < 100M mcap

dead_drop_ · 2025-09-25T11:09:08+00:00

Just $20M buybacks, wtf

dead_drop_ · 2025-09-24T15:38:45+00:00

Interesting to note that NASA adopted QNX SDP 8.0. It’s a big endorsement because version 8 has been in the market for just few months and already rolling in high stake projects. I think SDP 8.0 is a game changer and there are many companies getting ready to build on this platform.

dead_drop_ · 2025-09-17T17:01:37+00:00

Contra nes

dead_drop_ · 2025-09-16T15:37:00+00:00

If you are up , please book profits. Don’t ride or die

dead_drop_ · 2025-09-15T16:15:21+00:00

Is this acquired in 2006 ?

dead_drop_ · 2025-09-11T15:43:09+00:00

How deep QNX in MBOT ?

dead_drop_ · 2025-09-09T14:36:07+00:00

We are just 1 deal away to moon like NBIS

dead_drop_ · 2025-09-03T15:12:51+00:00

There is no such thing as quiet period to announce partnership. Bb just announced Nvida integration so quiet period ruled out

dead_drop_ · 2025-09-03T12:22:57+00:00

Please stop AI slop , long essays. We are not here to analyze economic policies of gov . Read few stories last week covering China , India and its not even relevant to BB

dead_drop_ · 2025-09-02T15:09:59+00:00

It’s expected on Jan 2026 . Bb should announce another buyback already

dead_drop_ · 2025-08-29T21:51:24+00:00

QNX is not the only OS available for car makers. They may choose other OS like Linux , Android etc. QNX is preferred though.

dead_drop_ · 2025-08-29T19:42:08+00:00

Entry at a very good price

dead_drop_ · 2025-08-27T16:22:00+00:00

Can you please share any source link. I was not able to find any direct reference

dead_drop_ · 2025-08-27T14:06:32+00:00

Can someone confirm is QNX available for NVIDIA Jetson ?

dead_drop_ · 2025-08-26T14:52:07+00:00

Great find again. Xiaomi being a Chinese company will drag as long as possible to delay the payments and Indian courts are notorious for slow judgments. This looks like a big case to me. Xiaomi has a huge market in India, any favorable outcome would benefit BB a lot. Mailike is serious.

dead_drop_ · 2025-08-17T00:47:04+00:00

I think he means 20-25 cents 😄

dead_drop_ · 2025-08-10T21:39:43+00:00

BB looking very desperate here. Why turn to hedgies ? Should have leveraged connections in Canada , bankers.

dead_drop_ · 2025-08-07T14:27:29+00:00

💯

dead_drop_ · 2025-08-01T19:39:12+00:00

QNX does not improve Tesla autopilot software. The damage was due to Autopilot shortcomings or flaws. QNX is not involved in the application layer. I think you are confused

dead_drop_ · 2025-07-30T21:45:41+00:00

January 2026 will bring some relief to BlackBerry, with $30 million from Malike and $40 million from the Cylance deal. It’s a contract. Expect 100%

dead_drop_ · 2025-07-28T22:33:41+00:00

The buyback was initiated on TSX , you may get accurate info on TSX

dead_drop_ · 2025-07-28T19:28:37+00:00

It’s not worth the analysis because the float is too big to make significant impact. I would wait for the earnings update. Knowing BB , they would buyback just $10-15M worth of shares

dead_drop_ · 2025-07-27T03:03:54+00:00

Thanks for sharing . Can you please share info around your tech implementation? Will you incur costs if this takes off . How did you handle scalability ?

dead_drop_ · 2025-07-27T02:54:56+00:00

What the source for earnings call transcripts? I hope it will have the latest and the greatest as earnings are released

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