BlackBerry’s QNX Royalty Backlog Exceeds $1.2 Billion, Up 26% in Two Quarters
Strong design wins for SDP 8.0 and the first Alloy Kore award have lifted QNX’s royalty backlog to a new record.
Strong design wins for SDP 8.0 and the first Alloy Kore award have lifted QNX’s royalty backlog to a new record.
BlackBerry beat Q2 revenue and EPS estimates and raised FY2027 guidance after a record QNX quarter and a $100M Coretura design win.
The company beat estimates and raised its full-year revenue guidance to $594–621 million, driven by QNX and Secure Communications growth.
Stifel launches Buy coverage on BlackBerry, arguing that the market underappreciates its evolving role in the physical AI ecosystem.
BlackBerry rose on strong QNX car software, Nvidia deal, solid earnings, and renewed retail trader interest.
BlackBerry teams with NVIDIA to power safe AI machines, boosting stock and opening growth in robotics and healthcare.