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BlackBerry(BB) - 2021 Q4 - Earnings Call Transcript
2021-03-31 04:24
Call Start: 17:30 January 1, 0000 6:26 PM ET BlackBerry Limited (NYSE:BB) Q4 2021 Earnings Conference Call March 30, 2021 5:30 PM ET Company Participants Tim Foote - Senior Director of Finance John Chen - Executive Chairman and Chief Executive Officer Steve Rai - Chief Financial Officer Conference Call Participants Mike Walkley - Canaccord Genuity Daniel Chan - TD Securities Trip Chowdhry - Global Equities Research Paul Treiber - RBC Capital Markets Paul Steep - Scotia Capital Markets Steven Li - Raymo ...
BlackBerry Limited's (BB) Management Presents at JPMorgan's 19th Annual Tech/Auto Forum Conference (Transcript)
2021-01-13 03:32
Summary of BlackBerry Limited Conference Call Company Overview - BlackBerry has transitioned from a smartphone manufacturer to a security-focused enterprise software and services provider, with a strong emphasis on automotive software, particularly QNX [3][5] - The company’s software platform, Spark, is designed to connect, secure, and manage IoT endpoints, representing a $38 billion addressable market [5][6] Key Products and Technologies - QNX is a foundational product with a real-time operating system (Neutrino) and a hypervisor for CPU virtualization, both certified for safety-critical applications [7][8] - QNX is utilized in various sectors, including automotive, medical, and industrial, with applications in ADAS, digital cockpits, and critical infrastructure [8][9] Market Trends and Opportunities - The automotive industry is experiencing trends such as increased connectivity, electrification, and automation, leading to a growing role of software in vehicles [10][11] - By 2030, it is projected that 50% of a vehicle's Bill of Materials (BOM) will be electronics, with 30% being software [10] - The consolidation of electronic control units (ECUs) into domain controllers is a significant trend, creating more opportunities for QNX [11][12] BlackBerry IVY - BlackBerry IVY is a cloud-connected, cross-platform in-car software that allows automakers to access vehicle sensor data and create new insights [14][15] - The collaboration with AWS is a 50-50 joint development, emphasizing that IVY is OS and cloud agnostic [17][18] - IVY aims to create a standardized API for vehicle data access, facilitating an ecosystem for app developers and smart city applications [15][21] Competitive Landscape - QNX faces competition from traditional safety-based operating systems (e.g., Green Hills, Wind River) and various Linux distributions [36] - QNX's safety certification gives it an edge over Linux, which lacks the necessary safety certifications for automotive applications [37] Financial Outlook and Market Engagement - The first vehicles equipped with IVY are expected to launch in 2023, with a focus on generating recurring revenue through a subscription model [23] - BlackBerry is currently engaged with 19 of the top 25 EV producers, holding a 61% market share in the EV sector [34] - The company aims to leverage its existing customer base while also attracting new customers with its OS-independent and cloud-agnostic approach [28] Conclusion - BlackBerry is well-positioned to capitalize on macro trends in IoT and automotive software, with a strong focus on security and safety [41] - The company’s strategic partnerships and innovative products like IVY are expected to drive future growth and enhance its competitive position in the market [41]
BlackBerry(BB) - 2021 Q3 - Quarterly Report
2020-12-18 21:32
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-Q Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Shares BB New York Stock Exchange Common Shares BB Toronto Stock Exchange ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 ...
BlackBerry(BB) - 2021 Q3 - Earnings Call Transcript
2020-12-18 05:43
BlackBerry Limited (NYSE:BB) Q3 2021 Results Earnings Conference Call December 17, 2020 5:30 PM ET Company Participants Tim Foote - Investor Relations John Chen - Executive Chair and CEO Steve Rai - Chief Financial Officer Conference Call Participants Daniel Chan - TD Securities Mike Walkley - Canaccord Genuity Trip Chowdhry - Global Equities Research Paul Treiber - RBC Capital Markets Todd Coupland - CIBC Steven Li - Raymond James Operator Good afternoon. And welcome to the BlackBerry Third Quarter Fiscal ...
BlackBerry(BB) - 2021 Q2 - Quarterly Report
2020-09-24 20:55
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-Q Securities registered pursuant to Section 12(b) of the Act: ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38232 _______________________________________________ ...
BlackBerry(BB) - 2021 Q2 - Earnings Call Transcript
2020-09-24 18:35
BlackBerry Limited (NYSE:BB) Q2 2021 Results Earnings Conference Call September 24, 2020 8:00 AM ET Company Participants Tim Foote - Investor Relations John Chen - Executive Chair and CEO Steve Rai - CFO Conference Call Participants Daniel Bartus - Bank of America Mike Walkley - Canaccord Trip Chowdhry - Global Equities Research Daniel Chan - TD Securities Paul Treiber - RBC Capital Markets Operator Good morning, and welcome to the BlackBerry Second Quarter Fiscal Year 2021 Results Conference Call. My name ...
BlackBerry(BB) - 2021 Q1 - Quarterly Report
2020-06-25 21:03
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38232 ______________________________________________________ BlackBerry Limited (Exact name of registrant as specifi ...
BlackBerry(BB) - 2020 Q4 - Annual Report
2020-04-06 21:43
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ For the fiscal year ended February 29, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38232 ______________________________________________________ BlackBerry Limited (Exact name of registrant as specified ...