BlackBerry: QNX Could Unlock Solid Growth And Value

2026-03-10 09:36:57 ET

Setting The Stage

I am bullish on BlackBerry Limited ( BB ) driven by the QNX segment which shows an impressive royalty backlog of $865 million. Although this is not a revenue guarantee, it reflects QNX's market potential. In my view, this is a signal of better days ahead. I view it from QNX OS 8.0 which could potentially drive revenues to $ 577.25 million in FY2027(7.42% YoY growth). This is an impressive improvement from the 0.47% YoY growth rate expected in FY2026. The QNX Core Serviceable Addressable market (Core SAM) is demonstrating impressive market potential with a CAGR of 8% and 12%. It is estimated to reach a market volume of $2.1 billion by Calendar Year (CY) 2026. This is a testament to the market tailwind and aligns with the QNX momentum, which is a reason to be optimistic....

Read the full article on Seeking Alpha

For further details see: