BlackBerry Limited (NYSE:BB) Q2 2024 Earnings Conference Call September 28, 2023 5:30 PM ET Company Participants Tim Foote - Vice President, Investor Relations John Chen - Executive Chairman and Chief Executive Officer Steve Rai - Chief Financial Officer Conference Call Participants Michael Walkley - Canaccord Genuity Luke Junk - Baird Trip Chowdhry - Global Equities Research Paul Treiber - RBC Capital Markets Daniel Chan - TD Cowen Operator Good afternoon and welcome to the BlackBerry Second Quarter Fiscal ...

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 August 31, 2023 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 spec ...

Summary of BlackBerry Limited (NYSE:BB) Presentation at JP Morgan Auto Conference Company Overview - **Company**: BlackBerry Limited - **Division**: QNX, part of the IoT unit at BlackBerry - **Key Participants**: Grant Courville (VP of Products and Strategy), Tim Foote (VP of IR) [1][2] Industry Context - **Focus**: Automotive software, particularly foundational software for safety-critical systems - **Trends**: Shift towards software-defined vehicles, increased complexity in automotive systems, and the move towards electrification [4][13][61] Core Points and Arguments 1. **Foundational Software**: BlackBerry QNX provides foundational software that operates above hardware, ensuring reliability and safety in automotive systems [4][5][17] 2. **Safety Certification**: QNX software is certified to high safety standards (ISO-26262 for automotive, ISO-61508 for industrial, etc.), which is crucial for safety-critical applications [6][12][35] 3. **Market Position**: QNX is currently in over 235 million vehicles, indicating a strong market presence and a record number of design wins [12][51] 4. **Evolution of Automotive Systems**: The industry is moving from traditional discrete systems to more complex domain controllers and centralized computing architectures [10][62] 5. **Software Complexity**: The increasing complexity of automotive systems is seen as an opportunity for QNX, which has extensive experience in managing complex software environments [28][54] 6. **Customer Engagement**: There is a shift towards OEMs investing more in software capabilities, leading to direct engagement with OEMs rather than solely through Tier 1 suppliers [37][38] 7. **Hypervisor Technology**: QNX's hypervisor allows for the running of multiple operating systems, enabling the segregation of safety-critical and non-safety-critical applications [32][34] 8. **Revenue Breakdown**: Approximately 80% of QNX's revenue comes from the automotive sector, with the remaining 20% from general embedded markets [51] Additional Important Insights - **Future Growth**: BlackBerry aims to achieve breakeven in Q4 of the current fiscal year, with expectations of moving into positive EPS and cash flow in the next fiscal year [48] - **Competitive Landscape**: QNX competes with Linux and other operating systems in non-safety-critical environments, while maintaining a stronghold in safety-critical applications [28][29] - **Integration with Silicon Vendors**: QNX works closely with silicon vendors to ensure tight integration and optimization of their software with hardware platforms [58][59] - **Cultural Approach to Safety**: Emphasis on a culture that prioritizes safety in software development, which is critical for success in safety-critical environments [35] This summary encapsulates the key points discussed during the conference, highlighting BlackBerry's strategic positioning in the automotive software industry and the trends shaping its future.

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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, 2023 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 Limited (NYSE:BB) Q1 2024 Earnings Conference Call June 28, 2023 7:30 PM ET Company Participants Tim Foote - Vice President, Investor Relations John Chen - Executive Chairman and Chief Executive Officer Steve Rai - Chief Financial Officer Conference Call Participants Luke Junk - Baird Mike Walkley - Canaccord Genuity Paul Treiber - RBC Capital Markets Daniel Chan - TD Cowen Trip Chowdhry - Global Equities Research Todd Coupland - CIBC Operator Good afternoon, and welcome to the BlackBerry First Q ...

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 28, 2023 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 ...

BlackBerry Limited (NYSE:BB) Q4 2022 Earnings Conference Call March 30, 2023 5:30 PM ET Company Participants Tim Foote - Vice President, Investor Relations John Chen - Executive Chair and Chief Executive Officer Steve Rai - Chief Financial Officer Conference Call Participants Luke Junk - Baird Daniel Chan - TD Securities Mike Walkley - Canaccord Paul Treiber - RBC Capital Markets Todd Coupland - CIBC Operator Good afternoon and welcome to the BlackBerry Fourth Quarter and Full Fiscal Year 2023 Results Confe ...

BlackBerry Limited (NYSE:BB) Wolfe Research Global Auto, Auto Tech, and Mobility Conference 2023 February 16, 2023 8:55 AM ET Company Participants John Wall - Head, QNX, Senior Vice President & Co-Head BlackBerry Technology Solutions, Products, Engineering & Operations Tim Foote - Head, Investor Relations Conference Call Participants [Abrupt Start] …So many of us have -- are really auto analyst, but we're increasingly having to become at least armchair software analyst. So there's – there are around 80 to 1 ...

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 November 30, 2022 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 sp ...