Will Increasing Momentum in BlackBerry's QNX Unit Boost BB Shares?

Group 1: Partnership and Product Launch - BlackBerry's QNX division partnered with Leapmotor to develop the Leapmotor B10, which has received over 31,688 orders in the first 48 hours of its presale [1][5] - The B10 is the first model in Leapmotor's new B-series, designed for global markets, showcasing strong initial demand [1][5] Group 2: QNX Platform Features - QNX is recognized for its role in powering software-defined vehicles, with adoption by major OEMs like BMW, Honda, and Toyota [2] - The B10 utilizes QNX technologies, including the QNX Neutrino RTOS and QNX Hypervisor, which enhance its smart EV capabilities and safety standards [3][4] Group 3: Financial Performance and Market Position - BlackBerry's QNX segment reported revenues of $65.8 million, exceeding guidance, driven by demand in the digital cockpit and ADAS markets [6] - The QNX royalty backlog grew to approximately$865 million, indicating strong future revenue potential despite current automotive market challenges [7] Group 4: Future Prospects and Collaborations - QNX extended its collaboration with Advantech to enhance support for joint customers across various industries [8] - The company anticipates a sequential drop in QNX revenues in fiscal 2026, projecting between $51-$55 million for the first quarter [9]