Sal

Really happy with $BB's earnings today! Here's hoping we can break past the $4 mark and kick off a solid rally.

In a market where AI is disrupting legacy SaaS, $BB stands out. Its two core segments aren't just immune to AI disruption—they actively benefit from it. At current valuations, this is a rare, possibly unique setup. Here is why 👇 1- QNX: The "Physical AI" Foundation While enterprise software companies are terrified of AI commoditizing their margins, QNX faces the exact opposite dynamic. The rise of "Physical AI" requires QNX. You cannot run humanoid robots, surgical systems, or autonomous vehicles on non-deterministic AI models alone. They require a certified, real-time, fault-tolerant OS to interact safely with the physical world. Nvidia’s DRIVE platform runs on top of QNX. Qualcomm’s auto chips are certified with it. The more AI penetrates physical systems, the more indispensable QNX becomes. 2- Secure Comms: AI Expands the TAM Counterintuitively, AI makes BlackBerry’s Secure Communications business more valuable. AI-powered cyberattacks, deepfaked executive calls, and state-sponsored surveillance are accelerating. Every government and defense organization is grappling with this expanding threat surface. Products like SecuSUITE, AtHoc, and UEM are purpose-built for these zero-fail environments (military, critical infrastructure) where a breach is catastrophic. 📊 The Valuation Disconnect Finding a Physical AI infrastructure play and an AI-threat beneficiary in a single stock is unusual. Finding it trading at 4x EV/Revenue with positive cash flow and an $865M contracted backlog is genuinely rare. Most AI-adjacent software trades at 8–15x revenue. If the Physical AI narrative lands on April 9, $BB isn't just a trade; it's a legitimate structural re-rating candidate. #BlackBerry #IoT #Cybersecurity #TechStocks #AI

45 Years of QNX Say Hello to the New QNX

Most investors look at $BB and see its past. I look at its ~$2B market cap and see a high-potential software company running like a Series B or C startup. Approaching it from this angle makes a lot of strategic sense right now. Here’s why: • Global reach, startup agility: They’ve slashed headcount nearly 50% over the last few years to just 1,820 employees — without touching their massive global footprint. • Zero bureaucracy: Radically lean structure. Just two core divisions (QNX/IoT and Secure Communications) report directly to the CEO, so decisions happen at lightspeed. • Laser-focused profitability: They’ve shed the legacy loss-makers (Cylance divestiture) and doubled down on a handful of high-margin, proven products that are already delivering GAAP profits. It’s no longer the bloated tech giant of the past. The new BlackBerry is lean, focused, and one of the most compelling turnaround plays out there. #BlackBerry #QNX

Just two weeks until $BB earnings. Here is what to expect: • Record QNX revenue • 4th consecutive profitable quarter • 7th consecutive guidance beat • Solid positive cash flow This is a rare setup. We may never see sub-$4 again after April 9th. #BB #BlackBerry

@hulldaniel67 Check out this job posting from their website: tensor.auto/careers/jd71

Good to know Grok and still lost. see comment on the possibilities x.com/i/grok/share/4…

Critical insights on $BB QNX from this recent interview👇 The CEO confirmed QNX commands a 90% market share in SDVs (~16M units/year). As the auto industry shifts, this segment is locked in for massive, long-term growth compared to traditional vehicles. Even better: this baseline ignores premium upsells (QNX Sound, Alloy Kore) AND the massive GEM/Robotics pipeline (now 50% of new demand). Q4 earnings will be the start of a long-awaited amazing journey. 📊🚀 Link: youtu.be/ycvDEEH33Ig?si… #BlackBerry #QNX $BB #SDV

@hulldaniel67 @QNX_News @BlackBerry @USPatentLaw_cn Looks like $BB might actually benefit twice here: 1. Potential direct royalties from their own patents in the pool. 2. Possible profit-sharing cuts from the patents they sold to Malikie that was also mentioned (with small typo).

Lord Patent is in the room on reddit? Not one platform has all Blackberry QNX headlines they cant keep up? @QNX_News @BlackBerry @USPatentLaw_cn juve-patent.com/people-and-bus…

@sanityninsanity I’d be very happy with a steady climb to $20-$30 first! Let’s see them crush Q4 earnings and prove the thesis before we start talking triple digits. One step at a time. 🐂

If I had to make one high-conviction bet right now, it’s buying/adding $BB here and holding through April earnings. 🚀 The Thesis for Q4: 1️⃣ QNX Dominance: Guidance implies we will almost certainly hit another all-time revenue record. 2️⃣ Profitability: Expecting yet another profitable quarter (GAAP & Non-GAAP) confirming the full turnaround is real. 3️⃣ Cash Injection: Balance sheet gets a massive boost this month from the $40M deferred payment from Arctic Wolf + continued positive operating cash flow. 4️⃣ Hidden Value: We still hold ~5.5M shares of Arctic Wolf (huge potential upside) while focusing purely on high-growth QNX & Design Wins. The Result? A full Wall Street re-rating is imminent. The market has to wake up to the financial health, sector leadership, and management execution. #BlackBerry #BB

$BB BlackBerry’s Management: Excellent mark! 🎯 I don’t judge by stock price or hype. I look at execution: 1️⃣ Ditched losing businesses to focus on winning products. 2️⃣ Cut the fat: Reached positive cash flow & profitability (multiple quarters now). 3️⃣ Restructured to be lean & focused, with the right leadership for QNX. The results show up quarter after quarter. I trust this team with my money. Period.

This is very bullish for $BB BlackBerry’s QNX

I reviewed a deep DD on $BB BlackBerry’s lobbying history and validated it line by line. What stood out: consistency, escalation, and now explicit procurement focus. After years of setup, 2026 is shaping up as the payoff year—financials and backlog should start reflecting it.

@RonONeil11 Here (5:52): youtu.be/RGPcjstO_XA?si…

@KSASpace7 That’s a great quote, he needs that script when being interviewed

"We're proud to say that... the entire ecosystem, whether it's Qualcomm, NVIDIA, NXP, all the silicon players are actually building their architecture on top of our QNX platform, so we are truly going to be powering the next-generation vehicle." — BlackBerry CEO John Giamatteo at the World Governments Summit 🚗🌍 $BB #BlackBerry

Spot on! I'd add that the AI boom isn't just about software seats—it’s about output. AI accelerates the production capacity for vehicles and robotics. More complex machines rolling off the line means more endpoints paying QNX royalties. $BB is the quiet winner in the physical AI economy. 🚀

$BB Blackberry is a buy - AI “seat shrink” risk mostly hits software sold per user/month - if a team automates work, they buy fewer seats. QNX isn’t priced that way. It’s typically embedded and monetized per device/vehicle program (royalties + long‑term support), so productivity gains from AI don’t reduce the number of cars shipped or the need for the OS inside them. In fact, more AI in cars can increase QNX’s relevance: AI features usually run alongside a safety‑critical, deterministic, certifiable real‑time core that provides isolation and reliability for systems that can’t fail (control/safety domains). AI changes what cars can do; QNX helps ensure it can be done safely and predictably.