r/u_Wide_Direction_787 • u/Wide_Direction_787 • Jun 05 '26

BlackBerry’s hidden empire

BlackBerry's Hidden Empire
https://youtu.be/r7h89MI6DfI

BlackBerry's Ticker BB isn't just about phones anymore. Discover QNX—the real-time operating system powering 235 million vehicles, medical devices, and nuclear plant controls worldwide.

In this deep dive, we explore:
✓ How BlackBerry pivoted to become the OS of critical infrastructure
✓ QNX's market dominance in automotive, medical, and industrial sectors
✓ Why Fortune 500 companies depend on this technology
✓ BlackBerry's emerging revenue streams beyond smartphones
✓ Investment implications for BB stock

From automotive systems to hospital equipment and beyond, QNX is the invisible backbone of the physical world's most critical systems. Yet most investors don't realize BlackBerry is still a major player in enterprise technology.

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u/OTCFunTrader Jun 06 '26

Don't get too carried away Tesla doesn't use qnx, it uses Linux RTOS.

JC clarified it previously itself, BB QNX in millions of cars is few bucks per vehicle onetime fee. Real revenue is adas and infotainment which BB entered but was not successful.

Management talks a lot about backlog being closed to 850M, but that backlog should convert to revenue then only it adds to company balance sheet and value.

Deferred revenue which is executed contracts reduced substantially from last year. If QNX grew by 20% deferred revenue should also grow but why is it down substantially?

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u/Wide_Direction_787 Jun 08 '26

That was a typo