BlackBerry Limited (BB)

Go BBULL!!!!

Interesting news on the launch of the BBUL ETF featuring BB. That has to bode well for us. Add an L and it's a BULL...😃
https://investorshub.advfn.com/stock-market/NYSE/blackberry-BB/stock-news/98880730/graniteshares-launches-bbul-and-pul-2x-long-etfs

Asked AI...."What are your thoughts on the launch of ETF BBUL based on BB stock? Is it good for BB stock?"

The launch of BBUL is, in my view, modestly positive for BlackBerry (BB), but it's not something that changes the company's long-term fundamentals.

Here's why.

What is BBUL?

BBUL is the GraniteShares 2x Long BlackBerry Daily ETF. It seeks to deliver 200% of BB's daily return. If BB rises 3% in one trading day, BBUL aims to rise about 6% (before fees and tracking effects). If BB falls 3%, BBUL aims to fall about 6%. The leverage resets every day, so it's designed for short-term trading rather than long-term investing.

Why it could be good for BB

1. It puts BB in a much more exclusive group.

Single-stock leveraged ETFs are typically launched only when there is enough investor interest and liquidity to support them. GraniteShares already offers similar funds on heavily traded names, and adding BB suggests they believe there's sustained demand from active traders.

2. It can increase trading volume.

The ETF sponsor has to manage exposure to BB through swaps and hedging. That activity can increase liquidity in the underlying stock, particularly during periods of heavy trading. While this doesn't guarantee a higher stock price, it often leads to more active trading.

3. It broadens investor access.

Some investors can't or don't want to use:

Margin accounts
Call options
Leveraged borrowing

BBUL provides a simple way to express a bullish short-term view through a regular brokerage account.

What it does not mean

This doesn't mean institutions suddenly believe BB is worth $20, $30, or $50.

GraniteShares is launching a product because it expects trading demand, not because it's making a valuation call on BlackBerry. The ETF's success depends on trading volume, regardless of whether BB goes up or down.

One thing to watch

If BBUL attracts a lot of assets—say hundreds of millions of dollars—it could:

increase demand for BB shares or derivatives used for hedging,
create larger intraday price swings,
amplify moves during earnings or major news.

We've seen similar dynamics in other popular leveraged single-stock ETFs, although the effect depends heavily on the fund's size.

Given what we know about BlackBerry today

Considering:

four consecutive earnings beats,
raised guidance,
QNX backlog approaching $1 billion,
QNX software in 24 of the top 25 automakers,
growing interest from options traders (including new higher strike prices being introduced...$20),

the introduction of BBUL seems more like another sign that BlackBerry has returned to the radar of active traders than a catalyst by itself.

One thing I find particularly interesting is the timing. GraniteShares launched BBUL just after BlackBerry's strong Q1 FY2027 earnings, rather than months earlier. That suggests the issuer believed there was enough renewed investor interest after the turnaround became more visible to justify creating the fund. It doesn't predict future performance, but it is a noteworthy signal that BB has become relevant enough to support a dedicated leveraged ETF.

For now, yes. Hope it can hold the double-digit range at least. Stay tuned.

Sideem   My sale in the 12’s is looking good - unfortunately
GLTA

Who keeps flushing the toilet?! I’m in the shower!!!

I would be disappointed for sure if the price ever revisited $5.   However if projections haven't changed as to its future potential, it may be time to pull up the sofa cushions or take out a loan.   Lol

Nodes $120 to $240 😺



$BB

Will BB go to $5s or $20s? Either could happen.

is $BB's transition of QNX OS Safety 8 to an ARR model a fait accompli?

AI Overview 👉️ Yes, BlackBerry ($BB) has firmly transitioned the QNX OS for Safety product line into an Annual Recurring Revenue (ARR) and subscription-based model.

While the OS itself operates on a traditional embedded licensing model (where developers pay a one-time fee to build and certify), the tooling, hypervisor, and software maintenance services are increasingly anchored to an ARR model. This shift, which also reflects industry-wide software-defined vehicle (SDV) trends, is designed to secure predictable, recurring revenue for $BB.



$BB

😺 $105.75 😸



$BB

The last week or so before the Q1 2027 June 25 release, the price was hovering between $8 - $10.

This must be some of peoples first stock

It was in the $3s in April and in the $5s in May of last 3 months.

Agree, thought about adding but I feel like it’s got further room to drop. 

I'd like to say this is a classic pullback considering lower volumes going with the rise in the share price but it's not lower enough for my likings to correlate it with this drop so hard to say whether it was a bear raid or something else just a standard pullback but the volume really hasn't dropped that much so could be something else.

I wonder if $11 - $13 will be the new price range until next quarter's release much like $8 - $10 was prior to this quarter. Stay tuned.

Went down 10 - 11% today. Real BUMMER.

Given Tesla's history in terms of car issues, not having QNX is a blessing in disguise...for Blackberry!

It's ALL too mind boggling, Sideem. Yes, Tesla I believe.



$BB

Seriously, just mind blowing...

Next-Generation Compute: The OS has cemented its future in the region by partnering with global hardware giants like Qualcomm and NVIDIA to power advanced Edge AI and robotics.

$BB

It wasn't common knowledge for me at least though once I got the answer, I should've known...LOL. But in the past it's been said that Blackberry's QNX is inside 24 of the top 25 automakers. So I asked AI who's the holdout and how do the top 24 rank?

AI Response:

The short answer is: BlackBerry has never publicly identified the holdout OEM.

When BlackBerry says QNX is in "24 of the top 25 EV OEMs" or "24 of the top 25 automakers," they do not publish the full list or name the missing company.

That said, many investors and industry observers believe the holdout is likely Tesla, because Tesla develops much of its software stack internally rather than relying on third-party operating systems like QNX. Multiple analyses discussing BlackBerry's market penetration point to Tesla as the sole major exception.

As for the largest automakers globally, rankings vary slightly by year, but a recent production/sales-based top 25 would roughly include:

Toyota Motor Corporation
Volkswagen Group
Hyundai Motor Group
Stellantis
General Motors
Ford Motor Company
Honda Motor Co.
Nissan Motor Co.
Suzuki Motor Corporation
BYD
Mercedes-Benz Group
BMW Group
Geely Auto
Chery Automobile
SAIC Motor
Renault Group
Mazda Motor Corporation
Subaru Corporation
Great Wall Motor
Li Auto
Xpeng
NIO
Volvo Cars
Kia Corporation
Tesla

One interesting wrinkle: some analysts argue that Tesla and BYD are both heavily invested in proprietary software, so depending on exactly how BlackBerry defines "top 25 EV OEMs" for a given year, either could be the outlier. However, Tesla is by far the name most commonly cited as the likely holdout.

For BlackBerry investors, the more important point is that QNX has penetration across essentially the entire traditional automotive industry and is now embedded in more than 275 million vehicles worldwide. Even if Tesla never adopts QNX, the addressable market remains enormous.

AI Overview 👉️ Yes, BlackBerry QNX dominates the safety-critical automotive operating system (OS) market in China. It serves as the foundational, certified safety layer (ISO 26262 ASIL D) for the vast majority of Chinese automakers, including major EV brands like BYD, SAIC, Chery, and Leapmotor.

QNX maintains its dominant position across China's automotive and physical AI sectors through several key dynamics:
Regulatory Moat: As Chinese EV makers rapidly expand exports to Europe and the US, they are mandated to meet strict functional safety (ISO 26262) and cybersecurity regulations. QNX’s pre-certified OS and hypervisors fulfill these requirements out-of-the-box.

Cockpit & ADAS Fusion: Leading domestic suppliers like ThunderSoft and Autolink utilize QNX to fuse autonomous driving data with in-cabin infotainment systems without compromising real-time safety.

Domestic Partnerships: Chinese tech firms and OEMs widely embed the platform, with local creators explicitly designing their domain controllers and security frameworks around QNX OS for Safety.

Next-Generation Compute: The OS has cemented its future in the region by partnering with global hardware giants like Qualcomm and NVIDIA to power advanced Edge AI and robotics.

$BB

China produces approximately 34.5 million vehicles annually, setting a record of 34.531 million units recently. It holds the title of the world's largest auto manufacturer, producing more than twice as many vehicles as the United States. This massive output is heavily driven by New Energy Vehicles (NEVs).

$BB

end of March 2026: $3.15/share :: end June 2025 $13.59/share hit--- 4x increase in 3 months.
it could imo go down to $7s or upto $18s::: who knows.

I asked AI another question. "China Speed" Huge development IMO





Notice the green part of the bars. China. Japan. Korea.

$BB 🤑

I asked AI...



$BB

The Nvidia THOR Roadmap To BB Revenue



$BB 🤑

Grabbed some under 11.30...😺 $BB

Reality steps in: $11s from $13.59 ... reality ... reality ... reality ..

"Baked Directly Into..."

During power-on, the Nvidia Thor Secondary Bootloader (SBL) triggers the early boot sequence. It initiates the hardware security modules, starts the NV Hypervisor, and then boots QNX in parallel with or slightly before the primary Linux stack. This approach allows the system to initialize safety checks and early video displays within seconds, long before the larger AI runtime environments fully load.

Keywords: Tollbooth, Physical AI

Architecture Scaling
The architecture proved so successful that BlackBerry and NVIDIA expanded it further, directly integrating QNX OS for Safety 8.0 with NVIDIA's industrial/robotics platform (IGX Thor), translating the same exact safety tech from cars into advanced autonomous robotics and medical systems.

Where Nvidia Goes We Go. $BB 🤑

Timeframe? The Rio action starts in Fiscal Year 2028. FY27 ends on Feb 28, 2027. That's when the early SDVs start converting to revenue. The Royalty Backlog (currently $950M) converts to Revenue @ 20% of the Backlog. BlackBerry is speeding up the Development of new models that typically take 4 years or longer to roll off the assembly line. The Backlog Royalty converts to Revenue when they are built and shipped. I believe they are reducing the 3-4 years to 2-3 years. As soon as an auto Manufacturer signs a contract that contract value gets added to the $950 million Royalty Backlog. Which converts to Revenue upon build & ship, maybe just the build. 😺 Golden, I've got this one pegged to $70...timeframe is the only question. At this time, with 275 million vehicles with "legacy" QNX RTOS, BlackBerry makes NOTHING off of (is my understanding).

So, they are adding IVY (co-developed with Amazon's AWS) to capture ARR (Annual Recurring Revenue) from the QNX Division and are already transitioning/transitioned their Secure Communications Division Software to an ARR Model, JMO.

SaaS and PaaS. Software as a Service and Platform as a Service.

I was chatting with AI and the bot was talking about 15 events per day utilizing IVY @ a pennyan event...I'll have to drag that up and post it. Anyway, AI had revenue @ ~$5.5 BILLION annually...I'll dredge that up and post it...GLTY

This is a BUYING op. Trust me, It's Rio. 😎


$BB

Looking for 50-100% more here

Good argument for sticking through 2030.

$68.4 and there's "my $70" ... 😜 Market Cap $40B ...



🤑 $BB Where Nvidia Goes We Go $NVDA 🤑

Going a lot higher, mdb1, a lot higher...$2,000,000,000

"BlackBerry (BB) reported a Net Profit margin of approximately 9.69% for the fiscal year ending February 28, 2026. This reflected a strong profitability turnaround, driven by a full-year revenue of $549.1 million and a net income of $53.2 million."

$2B revenues @ 10% net profit = $200M / 585M OS = $3.42 EPS x 20 P/E ratio = $68.4 pps (price per share)

$68.4 x 585M OS = Market Cap of $40 billion. P/S (price-to-sales) = 20x multiple (high and well deserved as a re-rated FOUNDATIONAL high gross margin, high growth stock in multiple high GROWTH sectors partnered with HIGH TECH powerhouses...

The above is ONLY for $BB's QNX Division. There's Secure Communications Division and IP Licensing Segment (w/ Malikie included under SecComms)...contributing another half billion ($500,000,000) or so by 2030.

It really doesn't get much better than this. JMO

$BB

BlackBerry & Nvidia Physical AI Market

I framed this and hung it on the wall. All ya gotta do is hang it in your mind. 😜🤑





$BB

$13.59/share HIGHEST price in 5 years according Ihub chart !!!!!!!!

BlackBerry QNX SDV Market

I'm a BUYER all the way UP to 2030. 🤑









$BB

Yes indeed 🤑 AI Overview 👉️ The recent surge in BlackBerry ($BB) stock is driven by both factors: it is a continuation of the momentum from last week's stellar earnings beat and is fueled by an ongoing, wider Wall Street "re-rating" of the company's valuation. 🚀

$BB

Things are continuing to look good for BB.  

So did I 😴

AI Overview 👉️ Comparing call options to short interest for BlackBerry Limited ($BB) highlights a heavy bullish bias among retail and institutional traders, with significant options volume and open interest vastly overshadowing the relatively modest short position.

$BB

$BB News >> By linking AtHoc with Microsoft Teams and Microsoft Entra ID, BlackBerry is tying its crisis tools into collaboration and identity systems that many large organizations already use day to day.

This move also broadens BlackBerry's footing beyond its QNX and Secure Communications businesses into a defined software vertical centered on mission critical communications. As organizations reassess resilience in light of geopolitical, cyber, and climate related risks, the direction of AtHoc could be an important reference point for how BlackBerry positions its software portfolio over time.

$BB

Door man has a temporary breather still.  😆 

Thanks.  I missed the initial 13 break.   

Back over 13, 13.26 ... we go now 😺🚀

13.59 new 52 wk hi 🔥🚀

Can we break 13 today?   Inquiring minds want to know.   Lol

CEO Giamatteo ⭐️ I want to call out one number in particular. Development license revenue in Q1 was the highest it has been in 8 quarters, and this really matters because development licenses are one of the earliest indications of future growth with customers investing in tools as they begin developing new software platforms on QNX.

Customers typically buy these tools at the very start of a program, years before a vehicle reaches production and royalties begin. What's more, these are predominantly tools for our new SDP 8 platform. ⭐️

$BB

All the "when to sell" talk always reminds of the words of Warren Buffett. "The stock market is a device for transferring money from the impatient to the patient.”

Warren Buffet