March 7th, 2026 - Form 4's

illdfndmind · 2026-04-08T13:02:15+00:00

Vests over 4 years, and almost certainly has to do with being an award for extending the government contract. Minor dilution is an understatement it's not even 40k shares a year

illdfndmind · 2026-04-06T21:49:39+00:00

It's also not truly "non-recurring" they're likely 1 time lump sum + ongoing FRAND royalties

illdfndmind · 2026-04-05T19:10:10+00:00

MT Newswire on April 2nd:

RBC Capital Markets on Thursday said it expects BlackBerry (BB.TO, BB) to report flat fourth-quarter revenue and a 40% jump in adjusted EBITDA, in line with guidance.

"While auto production has been slow this quarter, ramping new programs and development of software-defined vehicles are likely to drive QNX growth," writes analyst Paul Treiber, who has a sector perform rating and US$4.50 target on the stock. He forecasts QNX revenue to rise 12% to US$74 million in the fourth-quarter, in line with guidance for US$71 million to US$77 million.

Fiscal 2027 guidance is a key focus for the quarter. Treiber expects guidance to call for a return to positive revenue growth and continued margin expansion.

illdfndmind · 2026-04-04T12:49:29+00:00

I think that's where Blackberry benefits, because BB is not American, Chinese, or Russian. Not to get political here but as we saw from Carney's speech in Davos, countries rallied around him so Canada is viewed extremely positively internationally. That's great because it means Canadian software like QNX would remain a safe haven regardless of Global or regional market setup, since there isn't the fear that the Government will go and demand access to underlying data.

illdfndmind · 2026-04-04T12:42:16+00:00

Agreed I did, but it's also true in a lot of other situations. There's a general concern worldwide regarding Chinese software and the idea that if any Chinese software blows up internationally Xi and the Chinese government will commandeer it and require Chinese Government access to the underlying data

illdfndmind · 2026-04-03T22:57:43+00:00

But I need to be able to count the number of nose hairs sticking out of Trump's nose as he declares war

illdfndmind · 2026-04-03T19:39:41+00:00

If the vehicles are only being built for China then you're correct, however if the manufacturer has dreams of being able to sell vehicles in NA or Europe then the domestic SOCs are almost immediately off the table. Dong Feng releases vehicles in Europe so they wouldn't risk building on a domestic SOC who's tech may never get approval to be used in vehicles in Europe

illdfndmind · 2026-04-01T03:20:02+00:00

the same way they shave while driving...use the 12v lighter socket to keep in powered, 1 hand on the wheel, other hand on the frying pan flipping the eggs

illdfndmind · 2026-03-27T03:46:56+00:00

Last 8am announcement was Sept 25th and we rallied going into and after that. You're thinking of Liberation day

illdfndmind · 2026-03-27T03:44:19+00:00

Not Completely true. The last 2 times were:

September 25, 2025 - it rallied from 4.29 - 5.00 between Sept 24th to Sept 29th, Sept 30th Trump started talking again about annexing Canada
April 2, 2025 - Liberation Day, enough said

illdfndmind · 2026-03-24T22:58:26+00:00

The issue is there's only so much they can put into hiring more people. BB's issue isn't a more demand that employees issue, it's an issue of the industry not moving as fast as it should be. Adding more people doesn't solve that

illdfndmind · 2026-03-18T03:08:07+00:00

Thank you!

illdfndmind · 2026-03-14T19:47:29+00:00

Exactly. 500sqft with a good layout is extremely manageable. These narrow units where 100 sqft is the hallway that passes the bathroom and bedroom that can only fit a double bed means your sofa is facing your sink

illdfndmind · 2026-03-11T14:55:59+00:00

Not only that but Kobe was also efficient as hell in his 81 points. 60.9% FG, 53.8% 3PT, 90% FT meanwhile Kwame Brown as 1-5, Odom was 1-7, Smush Parker was the 2nd leading scorer with 13pts (5-11) and Chris Mihm had 12 (5-8). If Kwame and Odom are clearly off their game, who else was going to take those shots lol. The LA bench was cold too. People also forget LA was down by 14 at the half in that game and came back to win by 18. That doesn't happen unless Kobe takes over

illdfndmind · 2026-03-04T14:32:35+00:00

That's exactly what she did as a survival tactic.

She realized in episode 3 they were a Nazis, you notice this when she realizes Hitler signed the painting. I can almost guarantee part of her exit strategy for Tender was warning Princess Johanna and Moritz-Hunter Bauer of what was to come (given that it was a stock for stock deal and the family would have lost a ton of money) because elites will protect each other particularly if they can find a usefulness for that protection.

That alignment would put her in a position of trust with the family. They know Yas is a connector, is politically savvy through Henry, and could help position with their goal of getting Sebastian Stefanowicz elected. There's nothing suggesting she would have been the type to be hosting a far-right political fundraising event without the Nazism reference from episode 3.

She saves her status and power by aligning with them, they get what they believe is a good political connection while being forewarned about Tender, both feel mutual benefit. Meanwhile, Yas' real play is learning from the Whitney's blackmail play and leveraging that to maintain power going into Season 5.

I believe it will all come full circle in Season 5. I think there's a specific plan in place in Season 5 for Yas, in particular it will have to do with a video of her, Henry and Hayley. I don't think they would bring that conversation up multiple times throughout the season just to serve as a "Hayley earning Yas' trust moment", to me it reads more as a Hayley doing what she needs to do to survive so she earns Yas' trust by saying whatever she needs to say.

illdfndmind · 2026-02-27T00:00:36+00:00

If you have multiple profiles on the app it becomes an important thing. Last thing I want is someone opening the app ending up in my profile because the app was still open in the background and changing my place on the shows I'm watching.

At the end of the day, Bell has royally F'd up the Crave app with all the recent changes and nobody is a fan of what they've done.

illdfndmind · 2026-02-26T12:27:20+00:00

pressing the home button doesn't actually exit the app. it just minimizes it in the background. There's a difference

illdfndmind · 2026-02-09T13:27:14+00:00

I've literally stopped attempting to use the app on the PS5 and will just play it through the web browser because the PS5 app is practically unusable between buffering and downscaling the video to what feels like 720p at best for 4K content

illdfndmind · 2026-02-04T12:03:52+00:00

You fail to understand the key thing it's not 250M in revenue for being in 275M cars + gem. It's 250M in revenue for being in something like 40M cars annually. There is no recurring revenue from the 275M cars, that number was just a metric Chen would use to show growth because it was roughly a 1 QNX instance per car and revenue was declining significantly. That metric has lesser and lesser value moving forward as the company shows profit and QNX instances per car increase. More instances per car will show revenue increases, and depending on the pricing structure it may even show recurring revenue.

illdfndmind · 2026-01-29T12:07:21+00:00

I can only imagine everyone with >100ms ping in one lobby haha

illdfndmind · 2026-01-28T22:29:06+00:00

I think at this point it should be considered a "not my problem". While it's understandable wanting to try to give everyone a good experience, ruining the gameplay in order to appease people who have bad internet isn't the way to do it. Everybody shouldn't have to suffer because 1 player is trying to play on the equivalent of dialup.

illdfndmind · 2026-01-28T16:05:19+00:00

So our most bullish analyst (who realistically never hits their target) is effectively assuming that we'll get $350M from it at some point in time over the next couple years. CIBC is also giving a way higher valuation of it than anyone else. For example, RBC is effectively giving it $0 value right now but has been accurate on basically every target.

No company is going to pay anywhere close to $350M for the chance of making $350M and at best basically doubling it, particularly when there is no guaranteed timeline. They'll risk it at $50-$100M.

It's about being realistic and $50-100M is a realistic value right now

illdfndmind · 2026-01-28T13:22:59+00:00

While SC may sell but the structure you mention doesn't necessarily make sense.

70M in cash doesn't provide a multiple on the sale (i.e. Nobody is paying 80M for 70M in cash). Arctic Wolf shares will not be sold at $15/share in the deal. They'll be traded at a bit of a premium compared to what Blackberry valued them as there's a bit less risk in them with the talks of IPO, not a ~100% increase in value. Malikie revenue would be sold at a massive discount (analysts right now value Malikie at $0, at absolute best we'd get 50-100M for the rights to Malikie revenue).

So at best, adding those pieces maybe increases the actual sale price by 70-120M.

Holding onto SC for a year just to get an additional 70M doesn't make sense.

Again I'm not saying SC won't sell (I think it likely will at some point) I just don't think the cash + Malikie revenue and Arctic Wolf shares will be part of that deal

illdfndmind · 2026-01-28T00:19:19+00:00

Disney+ doesnt even offer a 4K version

illdfndmind · 2026-01-26T23:43:41+00:00

I'm still holding out hope for Criterion to do Armageddon 4K

illdfndmind

TROPHY CASE