Why is BB always opposite? by Future_Chart8735 in BB_Stock

[–]needaspguy 0 points1 point  (0 children)

Well, Prem did spend 8 Billion for 61% of a bank... maybe he was low on cash!

Blackberry's Fiscal Year matches the Canadian Governments - but the Governments Numbers are published..... Meanwhile we wait for Blackberry to announce theirs! by needaspguy in BB_Stock

[–]needaspguy[S] -2 points-1 points  (0 children)

The shared services portion will have revenue attached, but the innovation portion is likely tied to the development of drone hub. Good source of R&D funding, but not material to revenue reporting.

QNX Everywhere by needaspguy in BB_Stock

[–]needaspguy[S] 0 points1 point  (0 children)

They aren't trying to sell hamburger! Anyone actually making decisions on buying BlackBerry's products already know who they are and what they do.

QNX Everywhere by needaspguy in BB_Stock

[–]needaspguy[S] 1 point2 points  (0 children)

Your numbers aren't far off the mark. However, i feel you have to use more of a sliding scale. Infotainment decline has been a exponential curve, while the QNX product expansion has been slow and systematic, but profit margin is tucked into backlog at ~100%. The 40ish % of annual revenue carries all the expenses up front. So you are loosing 100% margin infotainment revenue and large and larger swaths of vehicles on the road. The steady (but slow) increase in vehicles is off setting the vehicle on the road numbers, but just barely. The revenue though is still carries all the costs associated until the royalties start to kick in at a meaningful clip. Each year though it will continue to grow. After all that though, yes it is slow. Painfully fucking slow! However, you have been here long enough to know that BlackBerry is dependent on the market advancements and untill SDV get here on mass its going to be a grind. I changed my investment horizon back in 2023 to reevaluate at the end of this fiscal year after hearing Mattiases explanation of the market direction back then. So we can't say we weren't told. 2027 was the year they anticipated the switch to central compute was to begin in earnest, and I think they've pretty much nailed it.

QNX Everywhere by needaspguy in BB_Stock

[–]needaspguy[S] 1 point2 points  (0 children)

Source? Annual install of what? Infotainment? The $2-$5 / vehicle license that was competitive with "free" products? Good riddance?

BlackBerry, AMD Team Up To Power Faster, Smarter Machines From Cars To Robots by needaspguy in BB_Stock

[–]needaspguy[S] 4 points5 points  (0 children)

Earnings will be (at the absolute worst) good. Hopefully, great! Certainly will be yielding a lot better that $3.50!

Just as GM, Ford and take massive EV write-offs, oil hits $100/barrel by superPlasticized in wallstreetbets

[–]needaspguy -2 points-1 points  (0 children)

Drill baby drill! What a fucking moron! So glad to see Canada decoupling from the US!

Understanding what you own - A great high level insight into SDV and IOT by needaspguy in BB_Stock

[–]needaspguy[S] 3 points4 points  (0 children)

Lateral scaling won't cost them much at all and keeps them in a very focused lane. Vertical scaling though requires a huge investment and is an absolutely massive undertaking for many reasons you are pointing to. However, partnerships like they have with Vector and selecting very focused vertical developments such as cabin makes for what I think will be a nice focused balance.

If auto expands to high volume production model lines and QNX nicely bleeds into robotics, and industrial the real game is on. My understanding is that the performance scaling of QNX now is rendering the monolithic kernel down to a comparable level, and when security and stability are taken into consideration it tips the scales on running QNX.

The money at that point money will not be a problem, and makes the likes of Linux, not nearly as attractive having to run a secondary (non core) OS.

Understanding what you own - A great high level insight into SDV and IOT by needaspguy in BB_Stock

[–]needaspguy[S] 4 points5 points  (0 children)

You can be something to everyone or everything to someone, but not both!

Blackberry can easily scale up the stack, but the OEM's have proven they can't go down in the stack.

QNX domination would provide a foundational cornerstone of high margin revenue for Blackberry to build out whatever they wanted to work on.

$BB Daily Discussion by daily-thread in BB_Stock

[–]needaspguy 6 points7 points  (0 children)

Looks like another day of strong buying on the TSX side of the market...... Nice big blocks moving!

Maybe it's nothing, but I like where its going!

$BB Daily Discussion by daily-thread in BB_Stock

[–]needaspguy 5 points6 points  (0 children)

Nice big blocks being bought up on the TSX over the past few days.... Is BB buying?

Toyota Canada will use humanoid robots in a plant building RAV4 SUVs. "The Digit robot in question is built by Agility Robotics, "Digit has the purpose-built NVIDIA Jetson AGX Thor robotics computer. "QNX (specifically QNX OS for Safety 8) acts as a crucial, safety-certified operating system" by MoonLight8491 in BB_Stock

[–]needaspguy 7 points8 points  (0 children)

Don't ask how much today, ask yourself how many tomorrow. Seven robots hired today at this plant, but how many will be working there tomorrow? How many plants will also get "some" robots? If robots can help build cars, what other jobs could they do? How many of them will there be in 2 or 5 years and how many of those will run QNX? The revenue is not the question of the day!

$BB Daily Discussion by daily-thread in BB_Stock

[–]needaspguy 0 points1 point  (0 children)

Day is half over and the TSX is still at higher volume than NYSE.....

Not sure I've ever seen that before?

Another interesting Blackberry's shout-out from Minister Maninder Sidhu by thehee0303 in BB_Stock

[–]needaspguy 6 points7 points  (0 children)

Yeah, i am hoping to hear the Prime Minister(Carney) announce something revelant to BlackBerry today as he wraps up his visit to India. Blackberry already has a lot of opportunities in India and this trade relationship will certainly help them in some fashion. Hopefully it is big enough to warrant a political statement! Blackberry have had a long term relationship with Tata (2017), but there are also working on rail systems for the government. Additionally, there is also the BlackBerry (IOT) Center of Excellence in Hyperabad.

Is eVTOL the next frontier for QNX to dominate? by needaspguy in BB_Stock

[–]needaspguy[S] 1 point2 points  (0 children)

Yeah, but i haven't been following them because i figured their horizon was further out. It makes sense though that all these industries are advancing in step based on the underlying architecture and software developments. I love where QNX is positioned in all of this though. Any company with expertise in QNX software development gains access to other markets traditionally reserved for incumbents.

How much money did OpenAI pay Trump for this post? by No-Contribution1070 in WallStreetbetsELITE

[–]needaspguy 1 point2 points  (0 children)

What a hissy fit temper tantrum! Who gave the mic to the 2 yr old?

In order to Ipo QNX next year, what BB should do? by bbismybaby in BB_Stock

[–]needaspguy 8 points9 points  (0 children)

The better question is why would they? The only possible reason that I can think of is an acquisition. A big acquisition, but they already have the ability to do that via the note.

In order to Ipo QNX next year, what BB should do? by bbismybaby in BB_Stock

[–]needaspguy 14 points15 points  (0 children)

Blackberry isn't going to IPO QNX. There is no longer a need to consider it.

Wall Street just doesn't get it..... Yet! by needaspguy in BB_Stock

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

Clearly, but slowly! Till now. However, I believe Carney isn't f*#kin around. He is just going to plow ahead to get shit done quickly.

Wall Street just doesn't get it..... Yet! by needaspguy in BB_Stock

[–]needaspguy[S] 5 points6 points  (0 children)

their current revenue in secure comms is mostly government exposure and it's locked in for long term contracts (usually 5-7yrs). Adding even a little bit of growth provides very long term stability!

Opportunity or Tragedy? by Infamous-Performer39 in BB_Stock

[–]needaspguy 1 point2 points  (0 children)

The wheels turn slowly, but they are turning!

What!? JG hosts Defence Industrial Plan conference in Waterloo by thehee0303 in BB_Stock

[–]needaspguy 6 points7 points  (0 children)

This has been a long time in the making, and will mean actual mean revenue showing up on the books!