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Company Research18 Mar 2024
Companies That Had Their IPO in 1998: The Inflating Dot Com Bubble
An overview of the market sentiment and IPO landscape as the dot com bubble continued to inflate during the late 90s.
Blackberry
Blackberry (BB) investor relations material
Blackberry CES 2026 Keynote summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CES 2026 Keynote summary7 Jan, 2026
Business Overview and Financial Performance
Operating in over 20 countries with 1,700+ employees, the company focuses on QNX, secure communications, and licensing divisions.
Revenue is on pace to exceed $530 million in a transitional year, with a pivot from cyber to secure communications.
Achieved seven consecutive quarters of improved net income, with the last three quarters being net income positive and significantly enhanced operating cash flow.
QNX division reported double-digit revenue growth, with FY26 guidance of $260–$266M and an adjusted EBITDA margin of ~27%.
QNX royalty backlog increased to $865 million in Q4 FY25, up from $460 million in Q4 FY22, indicating strong future revenue.
QNX Business, Market Trends, and Strategic Initiatives
QNX is positioned as the de facto choice for safety-critical, high-performance embedded systems across automotive, industrial, medical, and robotics markets.
Launched QNX SDP 8.0 in 2024, focused on performance, scalability, and real-time capabilities, already adopted by silicon vendors.
QNX technology is present in 275 million vehicles, with all top 10 OEMs and 7 of 7 top Tier 1s as customers.
Strategic collaboration with Vector Informatik (Alloy Kore) aims to transform the automotive value chain and drive adoption of vehicle-wide software foundations.
GEM expansion targets growth in adjacent markets such as industrial automation, medical devices, and robotics, now representing a growing share of the pipeline.
Product Innovation and QNX Everywhere
Alloy Kore and SDP 8.0 together provide a comprehensive solution, enabling higher ASP per socket and faster time to market.
Investments in QNX technology for automotive are directly transferable to adjacent markets, supporting a scalable growth strategy.
QNX Everywhere initiative increases access to QNX software, with over 12,000 non-commercial licenses deployed, 6,000+ students trained, and over 100 universities involved.
Solution innovation includes expanding the product portfolio, optimizing business models, and addressing industry complexity.
Monetization strategy for QNX Everywhere program
Impact of Vector collaboration on QNX revenue model
QNX Rule of 40 drivers and sustainability outlook
Quantify Alloy Kore's ASP uplift potential?
Project GEM's revenue mix shift from current 80/20?
How QNX maintains moat against low-cost China OEMs?
Partial view of Summaries dataset, powered by Quartr API
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Next Blackberry earnings date
Q4 20269 Apr, 2026
Blackberry
Next Blackberry earnings date
Q4 20269 Apr, 2026
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Frequently asked questions
BlackBerry Limited provides intelligent security software and services to enterprises and governments worldwide. It delivers solutions to secure the Internet of Things; a platform and applications to manage endpoints, network nodes and infrastructure; a suite of security services for enterprises; end-to-end security of mobile communications; and other enterprise software and services. BlackBerry Limited was founded in 1984 and is headquartered in Waterloo, Canada.
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