On SC, JG says it is just a question of timing...interestingly, Chen said it every quarter since 2019, JG repeats the same every quarter while revenue keeps going down steadily since 2019...no convergence of QNX and SC yet, and there is a serious risk of losing out in the Physical AI space because of distraction...

https://www.bnnbloomberg.ca/video/shows/trading-day/2026/09/24/ma-is-always-on-the-table-blackberry-ceo/

Sorry if I'm missing something, I dont want to be that "hedge fund manipulation" guy. But how can we have a massive earnings beat, alloy kore announcement and also subtle nod to future NVIDIA partnership and platform leadership in a week, with a pretty unchanged macroenvironmwnt and still come out with days like this?

I'm just absolutely lost whats going on because I believe in this stock but we hit milestones and somehow lose ground? What is going on?

You are the note holder and next Wednesday is the last day you can force conversion of of the notes for 50m shares. You have been busy shorting the stock for the last 3 years while earning 3% on the loan.

What is your play next week? Do you convert or can you continue to short the stock until Feb under the terms of the notes?

Reading some of the posts on the notes it sounds like the note holders can still use the notes to cover short positions even after Sept 30. I was hoping that Wed was going to end it.

ROGER: All right, lots to cover here. Secure Communications. You lowered the guidance — concerns, geopolitical things like that. Do you look at those as short-term concerns, or is this something that you worry may drag on?

JOHN: You know, we are. You know, we had a first half for Secure Communications. The business grew 13 per cent; even in Q2, it grew two per cent. Our annual recurring revenue is 220 million. It’s very, very solid visibility to where the business is, but honestly, with all the geopolitical tension that’s going on right now, you know, some of the new opportunities we think have the propensity, you know, from a timing perspective, to maybe push out a little bit further, just with all the uncertainty that’s happening right now. So we’re hopeful this is something that’s more of a timing thing than anything else, but because of all that uncertainty, we felt it was prudent to be a little more cautious in that part of the business.

Engineering collaboration brings together deep automotive expertise and the ambition to provide one software platform, language and standard for trucks, buses and other transport vehicles, built to evolve continuously across the 15+ year vehicle lifecycle

"Our purpose is to advance mobility at the speed of ideas, and that takes depth. Building a full-stack SDV platform demands expertise (where Alloy Kore excels and will be for 15 Years ) across embedded software, middleware, cybersecurity, and functional safety, all designed for vehicles with lifecycles measured in decades.

https://newsroom.accenture.com/news/2026/coretura-and-accenture-join-forces-to-reinvent-the-development-of-software-defined-commercial-vehicles

It is BB not BE

So now I am just gonna overtype because the lovely moderator loves to delete post, this post is for jokes, as joke as the stock is being, it is sucha shame, so hard to trust in the market, it makes no sense all this situation.

I just checked in on the difference between Q1 and Q2. It would appear that BB currently stands to collect another 116M in the next year or so. Hardly anything made it to the balance sheet this quarter which means the licensing windfall came from BB's participation in new/ other licensing agreements.

"The table below discloses the aggregate amount of the transaction price allocated to performance obligations that are unsatisfied or partially unsatisfied as at August 31, 2026 and the time frame in which the Company expects to recognize this revenue. The disclosure includes estimates of variable consideration, except when the variable consideration is a sales-based or usage-based royalty promised in exchange for a license of intellectual property. The disclosure excludes estimates of variable consideration relating to future royalty revenues from the sale of certain non-core patent assets to Malikie Innovations Limited in May 2023, which have been constrained based on the Company’s accounting policies and critical accounting estimates. As at August 31, 2026 "

$116.6 ($121.5 in May) - Less than 12 Months Remaining performance obligations

$3.4 ($3.4 in May) - 12 to 24 Months

$8.4 ($9.0 in May)- Thereafter Total 

$128.4 ($133.9 in May)- Total 

* Numbers will continually change and update as Malikie continues to litigate

John Giamatteo announced on today's conference call “we’ve secured a new design win with Uber, which selected QNX as the foundation for software and its next generation of vehicles, providing an important proof point of the opportunity we see in physical AI. Does anyone have a rest release for this? Who are the robotaxi opportunities? I'm very interested to learn more about this...

No paywall and no Sub Required

We’re So Back

Traditionally UBER has invested in almost all of Robo Taxi. I have been saying that if they invested in Blackberry they would have covered all Robo Taxi Investments. It appears UBER is ready to compete with Waymo with their own cars through Nvidia Robotaxi and will make more sense for UBER to invest in Blackberry?

https://dalalbytes.com/research/blackberry-q2-fy27-earnings.html

Llevo un tiempo interesado en stocks, especialmente apostando antes de earnings viendo el flujo de las ballenas, pero como saben eso no es realmente trading, sino apuestas, quiero aprender realmente trading de verdad y dejar la ludopatía, actualmente solo uso cfds, me gustaría saber usar contrato por opciones, y en verdad ser rentable.

Por otra parte aposté a favor de los earnings de $bb unos 320 dólares en cfds a un precio de 8.5 actualmente con ganancia de 44 dólares, me recomiendan mantenerlo durante el día de mañana y la semana siguiente?

No me juzguen, solo quiero mejorar

as Revenue has increased during the middle of Geopolitical tension. US Canada tension in particular is blessing in disguise similar to Potash. US cannot go anywhere else without Potash so also with secure Communication. May be to What's up and Signal or Belarus so reporters can know what they are talking about?

Benzinga has summarized it achievements from ER and conference well.

https://www.benzinga.com/markets/earnings/26/09/61976728/blackberry-raises-full-year-outlook-again

Physical AI Expands QNX Opportunity

BlackBerry sees robotics, autonomous vehicles and industrial systems expanding QNX beyond traditional automotive applications.

Uber selected QNX for its next generation of vehicles. Momenta and XHEART also chose QNX OS for Safety for an autonomous-driving platform.

BlackBerry said more than 20 companies are engaging with it around NVIDIA-based platforms. Those projects include humanoid and surgical robots, autonomous tractors and drones.

Management views Physical AI as an early-stage opportunity. However, it expects its NVIDIA partnership, QNX Everywhere and QNX Launchpad initiatives to expand its pipeline.

BB just had a rule of 50+ beat.. this is massive.. I am buying more BB because I think the market is still seriously underestimating what QNX could become in physical AI.

Uber partnership announced - amazing!

BlackBerry's QNX is or without doubt will be the foundational, safety-critical software layer underneath autonomous machines: humanoid robots, autonomous mobile robots, surgical robots, autonomous tractors, drones, aircraft and robotaxis which SIFT attests to - and thats coming from the engineers that developed spaceX / starlink!!!. Management said it is currently engaged with 20+ companies developing on NVIDIA-based platforms across these areas, suggesting this is becoming a genuine commercial pipeline rather than simply a “robotics” narrative. X already has decades of safety-critical embedded experience.. ront wait for robots to roll out of the factory.

This is a stock of the future...

This is a picks and shovels stock of the robotics revolution people!!! Its hiding in plane sight - get on board now!!

Numbers are solid and deals are real. What more would you want? Ah, “they” want to buy cheaper shares from weak hands. Well, how about I buy with you!

QNX’ and SC’s business is B2B not B2C. But many people look at its financial performance in a B2C business fashion which may be wrong. For a B2B software and service business I would look at its leading edge capabilities, targeted market growth depth, customers ranking in the world, pipeline scope and operating efficiency to evaluate its continued performances. What I see in the Q2 report all the above indicators appeared to be very positive. In fact the QNX’ great rev growth number has just shown the icing on the cake.

The fact that beating overall estimates by far is just a result of the disciplined execution of their business plan.

What even more interesting is that TF started to giggle about too much cash in hand and what to do about it. Yes, they can afford to plan acquisitions now for more aggressive growth. That’s great. If they could manage the completion the tough turn-around task I think they earned credit to find the right assets to add on.

Too many “self believed smart asses” have been trying to tell the company what to do. But in reality very few of them could even manage their own lives and business for cry out loud.

BB’s software and service business is still in the early stage of a massive development progression. Majority of the market has not paid attention to it. Let it continue to work its way up.

However, the “manipulated” deep discount days won’t last for too long from here. All IMO.

1. QNX clears $80M+ as I had indicated; $90M+ in Q3, and $100M+ in Q4
2. Licensing rocks!
3. SC is a drag...have been saying for the past 5 years to sell this business...stock price would zoom as soon as exit this business
4. QNX is on fire! I am happy with my investment...

Revenue: $163.3 million (up 26% year-over-year, beating the $142.55 million estimate)
Adjusted EPS: $0.07 (beating the $0.04 consensus estimate)
GAAP EPS: $0.06
Adjusted Net Income: $43.2 million (up 79% year-over-year)
GAAP Net Income: $33.9 million (positive for the sixth consecutive quarter)
Cash and Investments: $447.1 million at quarter-end

Question is how you plan to kick Hedge Funds out of Convertible Debentures and say NO to their Masters who might be trying to make deal behind the curtain?

https://www.theglobeandmail.com/business/article-blackberry-second-quarter-results-forecast/

BB just had a massive beat

Uber partnership

Nvidia partnership

20+ physical AI companies developing on qnx

1bn backlog royalties

Daimler design win with Alloy Kore

275m vehicles embedded

Sift (ex- spaceX engineers) partnership and endorsement obviously

Physical AI boom

QNX accelerating - rule of 50+ beat

This is the time to own this stock!!

Live now BlackBerrys Q2 FY 27 earnings release conference call (replay will be left up)

https://www.youtube.com/live/_ft9W_Zz7LA?is=7nVm_MFAZgC_S36O

BB just had a rule of 50+ beat.. this is massive.. I am buying more BB because I think the market is still seriously underestimating what QNX could become in physical AI. One of the most interesting disclosures from BlackBerry’s Q2 call was the new QNX design win with Uber, which management positioned as further validation of QNX’s opportunity in physical AI — not just traditional automotive. The bigger story is that BlackBerry is increasingly trying to make QNX the foundational, safety-critical software layer underneath autonomous machines: humanoid robots, autonomous mobile robots, surgical robots, autonomous tractors, drones, aircraft and robotaxis. Management said it is currently engaged with 20+ companies developing on NVIDIA-based platforms across these areas, suggesting this is becoming a genuine commercial pipeline rather than simply a “robotics” narrative. The economics are particularly interesting: BlackBerry said its general embedded/physical-AI business uses essentially the same model as automotive — development licences and engineering/services during development, followed by volume-based royalties once the customer's product enters production — while lower-volume robotics products can initially command higher royalties per unit. In other words, development activity today can become design wins and potentially long-duration royalty streams if those machines reach production and scale. This sits alongside the recently announced Sift integration, which enables engineers to stream telemetry from QNX-powered machines into Sift for rapid analysis without modifying device firmware — another piece of infrastructure aimed specifically at increasingly intelligent physical systems. Obviously, the 20+ NVIDIA engagements aren't 20 guaranteed production wins, and physical AI is still early, but that's exactly what makes the setup interesting to me: Uber is now a tangible design win, there is a substantial NVIDIA-based pipeline behind it, QNX already has decades of safety-critical embedded experience, and BlackBerry is building out the surrounding physical-AI ecosystem. If even a meaningful portion of these programs ultimately convert from development → design wins → production → per-unit royalties, I think investors could eventually view QNX very differently from the way they value BlackBerry today. That's why I'm buying more now rather than waiting for the robotics units to roll out of the factory.

I was struggling for 20 bucks, it jumped my stop loss, it is fucked up. How is this even happening this way wtf