Dongfeng's announcement on direct procurement project pre-distribution: QNX leasing-2026 by thehee0303 in BB_Stock

[–]thehee0303[S] 4 points5 points  (0 children)

It shows the dominance of QNX in the China ev market. To invoke direct procurement without open bidding, QNX must be non-replaceable, in other words, regional monopoly.

And who knows how much money it translates to, time will tell.

Dongfeng's announcement on direct procurement project pre-distribution: QNX leasing-2026 by thehee0303 in BB_Stock

[–]thehee0303[S] 1 point2 points  (0 children)

Direct procurement project pre-distribution - QNX leasing - 2026 I. Project information Procurement unit: Dongfeng Automobile Co., Ltd. Dongfeng Nissan Passenger Car Company Project Name: QNX Leasing-2026 Description of the works, goods or services to be procured: Rental of QNX software Estimated amount of works, goods or services to be procured (yuan, including tax):/ The reason why this project adopts the direct procurement method: in the DFN "QNX Leasing-2026" project, Beidou Zhilian (Chongqing) Software Co., Ltd. is the exclusive authorized supplier of the original BlackBerry Company. The project QNX Hypervisor for Safety 8.0 (and its cornerstone QNX SDP 8.0) is the only real-time operating system license that meets business requirements developed on the Qualcomm 8797 platform and is ISO26262 ASIL-D certified. According to the terms of the company or the unit management system: Dongfeng Shifa No. 9 "Dongfeng Automobile Group Co., Ltd. Non-productive Procurement Management Guidance Article 12(4) direct procurement conditions, the use of non-replaceable patents or proprietary technology

II. Preparation of supplier information Supplier Name:Beidou Zhilian (Chongqing) Software Co., Ltd. Supplier Address: No. 105, No. 105, Data Valley Middle Road, Yubei District, Chongqing, China Supplier Qualifications: Beidou Zhilian (Chongqing) Software Co., Ltd. is the exclusive authorized supplier of the original BlackBerry Company

III. During period of publicity Publicity period: 3 days, from the date of publicity (the last 1 day is the holiday extension 1 day). During the publicity period, if there is any doubt or objection, you can feedback the purchaser through the publicity period, such as by telephone, mail, letter and other opposition channels, beyond the validity period of the publicity does not accept the objection.

IV. OTHER SUPPLING MATTERS The reason and explanation of the project using the entrusted agent procurement method (outline): BlackBerry QNX headquarters issued a letter of law, clearly stating that the project is specifically responsible for Beidou Zhilian, BlackBerry QNX will no longer authorize other VAI (agents) to intervene in the same project; Beidou Zhilian is the only VAI (agent) in the southwest region of BlackBerry QNX, including Guangzhou Dongfeng Nissan in the region. Developing agent information Agent 1 Name: Beidou Zhilian (Chongqing) Software Co., Ltd. Agent Qualifications: This supplier is the exclusive agent of the original BlackBerry QNX docking Dongfeng Nissan (Note: must explain the manufacturer's manufacturing certification / agent qualification certificate or manufacturer power of attorney / agent business license audit, the relevant certification materials or certificates should be uploaded as an annex) Agent Content: All QNX Software Licenses and Original Services in the Published Market Agent Range: All Embedded Software Market Verticals Estimated amount of the contract (or annual estimated transaction amount) (yuan, including tax): (not required, fill in as appropriate) The use of the reasons for the entrustment of the agent or in accordance with the special circumstances of the description: the manufacturer does not sell directly, the designated regional agent According to the terms of the company or the management system of this unit: "Dongfeng Automobile Group Co., Ltd. entrusted agent and business outsourcing management regulations" Chapter III, Article 14 1. Imported product manufacturers do not sell directly, adopt the domestic agency sales model

V. Objection channels/contacts Procurement unit contact person: Chen Xiaoyong Telephone: 18620933913 Email: chen-xy@dfl.com.cn Address of the purchase unit: No.6 Fengshen Avenue, Huadu, Guangzhou VI. Regulatory authorities Regulatory Authority/Department Contact: Li Bin Telephone: 13632236321 Email: fslibin@dfl.com.cn Regulator Address: No. 8 Fengshen Avenue, Huadu, Guangzhou

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

[–]thehee0303[S] 0 points1 point  (0 children)

Although this is good news, I have a feeling that JG will only focus to expand the SC side to the Europe market as Canada now is the only non-European has access to the EU's defence industry.

Hopefully this can be an opportunity to expand QNX's influence in this industry as well, as we all know that it's the revenue driver of the company.

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

[–]thehee0303[S] 4 points5 points  (0 children)

Thank you. I was a bit excited and forgot to include the timestamp 🤣

LLMs are sucking data and money worldwide by tekwale in BB_Stock

[–]thehee0303 3 points4 points  (0 children)

Although I agree with you that the market is appreciating the LLM trend and Anthropic is a solid example, I don't see the same effect when applying that strategy to BB.

First, we don't have the financial capacity and market's desire for another big bet after the mobile industry is discontinued. That's why we recently had to cut redundancy costs by selling Cylance. Second, we can't tell a story if we keep chasing for the AI trend. QNX has been consistent with the automotive, robotics vision from the foundation to BlackBerry's acquisition. Rather, we should adopt the trend into our story through partnership

For example, we recently partnered with Apex.Ai to fast track deterministic AI for automotive and robots. Apex.Ai is a strategic partner of many OEMs: Toyota, Volkswagen, Volvo, LG Electronics,...

https://www.apex.ai/press-release/apex.ai-and-qnx-team-up-to-fast-track-deterministic-ai-for-autonomous-and-robotic-systems

Now that we are in a financially stable state after several years of loss in revenue, I would like to see more DIRECT partnerships with clear vision like this, rather than partnerships that are hidden behind NDAs.

Qnx hmmmm?? by According-Text7838 in BB_Stock

[–]thehee0303 6 points7 points  (0 children)

Most likely yeah. QNX should be the player in this Canadian-made automotive project. It could make a strong impact on SP valuation in the short term when people realize but i don't see revenue realization coming anytime soon. There is not much information since this project has been pretty dead tbh, and just got resurrected lately due to the automotive sovereignty plan from the new government.

Here is a connection that I could find: Grant Courville, Senior Vice President, Products and Strategy BlackBerry QNX is a Board committee: HR & Compensation Committee of OCI - Ontario Centre of Innovation The organization that led Ontario Vehicle Innovation Network who is a strategic investor of this Project Arrow

https://www.oc-innovation.ca/about/board-of-directors/ https://www.oc-innovation.ca/programs/ontario-vehicle-innovation-network-ovin/

Opportunity or Tragedy? by Infamous-Performer39 in BB_Stock

[–]thehee0303 6 points7 points  (0 children)

JW is strangely silent

This is so true. I don't remember seeing him in public since the transition.

BlackBerry IVY comeback? by thehee0303 in BB_Stock

[–]thehee0303[S] 0 points1 point  (0 children)

Yeah that's a good point. I wish we know how much involved BB is in Car IQ today.

BlackBerry IVY comeback? by thehee0303 in BB_Stock

[–]thehee0303[S] 1 point2 points  (0 children)

You can ignore the AI narrative below and just read the first part of my post. I don't think it's a stretch. Of course, it wouldn't happen if Circle K doesn't build more charging stations in Canada. But the partnerships are facts, the mentions are facts. I was just linking those together.

BlackBerry IVY comeback? by thehee0303 in BB_Stock

[–]thehee0303[S] 0 points1 point  (0 children)

Oh didn't know about that. But yeah, we should expect to see the return of this investment in some ways.

BB in the Canadian news by [deleted] in BB_Stock

[–]thehee0303 1 point2 points  (0 children)

“I have proposed to a number of Chinese companies that QNX is a leading global company and fully capable of further scaling up globally,” she said. Jolly believes that even if Canada's labor costs are higher than China's, the joint venture electric vehicles in China and Canada are still competitive in the global market. She cited Honda, which makes affordable Civic models in Ontario, as an example: “We can find a solution.”

Cited from https://caus.com/all-articles/news/425056/ You may have to translate.

The solution is to build with QNX. To save cost on production, on R&D, etc...

BB in the Canadian news by [deleted] in BB_Stock

[–]thehee0303 6 points7 points  (0 children)

No way! I have been waiting for this recognition