BlackBerry Limited (BB)

Onwards and forward. Have a good weekend!

Quiet day in BB land. Price holding steady for now.

Good day. Good night.



$BB

Qualcomm and BlackBerry (BB) operate at fundamentally different layers of the Software-Defined Vehicle (SDV) stack in China, rendering them closer to highly integrated partners than zero-sum competitors. While Qualcomm dominates the high-performance hardware and silicon-layer ecosystem, BlackBerry holds a foundational monopoly on the underlying functional safety software.Together, they form the core architecture of China's rapidly expanding New Energy Vehicle (NEV) market.

China.



$BB 🤑

NVIDIA's processors (Jetson Thor for robotics and DRIVE Thor for automotive) 🚀



AI Overview 👉️ BlackBerry has fully transformed from a defunct handset manufacturer into a high-margin software business. It is now well-positioned to become the foundational operating system for physical AI, robotics, and connected autonomous vehicles

Ok, that's a wrap.

$BB 🎅 $NVDA

I asked AI this 👉️ Will the QNX and Nvidia THORs collaboration dominate the Physical AI Market

AI Overview 👉️ The QNX and Nvidia THOR collaboration is positioned to dominate the Physical AI and robotics markets. By pairing Nvidia's processing power with QNX’s safety-critical, deterministic operating system, the partnership provides the foundational "brain" and "nervous system" required to safely deploy AI in real-world environments like factories and autonomous vehicles. 😂



$BB 🤑 $NVDA 🚀

Read the full answer 👉️ BRAIN and NERVOUS SYSTEM

AI will change it's answer around a little when you ask the same question more than once... 🤨

AI Overview 👉️The collaboration between QNX and Nvidia's THOR platforms is well-positioned to become a foundational pillar of the Physical AI market, rather than a standalone monopoly. By combining Nvidia's massive AI processing power with QNX’s certified, deterministic real-time operating systems (RTOS), the partnership solves the critical bottleneck between safe machine operation and autonomous decision-making.

Where Nvidia THOR goes we go. BlackBerry QNX.

I asked AI 🙃👉️ ROS 2 will sit on top of QNX and Nvidia THOR is that correct?

AI Overview 👉️ Yes, that is correct. ROS 2 is officially supported on the QNX real-time operating system (RTOS) and integrates closely with hardware compute platforms like Nvidia DRIVE Thor (and its industrial counterpart, IGX Thor).

The architectural stack for this system operates as follows:

Foundational OS: QNX OS for Safety serves as the certified, deterministic, real-time operating system. It acts as the lowest-level software layer, managing safety-critical tasks, reliability, and security partitioning.

Compute Hardware: Nvidia THOR (featuring next-gen CPUs and Blackwell GPUs) sits on the hardware layer, providing massive processing power for heavy AI workloads, computer vision, and machine learning.

Middleware Framework: ROS 2 sits on top of this combination. It acts as the overarching framework handling modularity, high-level planning, and the communication of data between robotic components.

This setup allows developers to handle fast, AI-intensive perception in ROS 2 while delegating strict, time-sensitive hardware execution and safety-critical functions to QNX.

$BB 🤑 $NVDA 🚀

You're welcome looking 4 a win. You've found a GREAT win here, turn that couch upside down, lol...

We're the DOMINANT player in Automotive and we're going to ride into The Physical AI WITH Nvidia!

And SDVs (Software Defined Vehicles)

Doesn't get any better than that.

$BB 🤑 $NVDA 🚀

Here comes BlackBerry 👉️ Safety-Critical Collaboration: Companies like Apex.AI (which builds an AI-native runtime for ROS 2) have partnered with QNX to provide certifiable, production-grade autonomy stacks across automotive and robotics industries.

Thanks for all the great DD Skelter! I’m digging through my couch cushions and nightstand looking for cash to buy more! 😁

BlackBerry to Hold Annual Meeting of Shareholders on June 25, 2026June 11, 2026 4:15 PM
ACCESS NewswireWATERLOO, ON / ACCESS Newswire / June 11, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) will hold its Annual General Meeting (AGM) virtually on June 25, 2026, at 10:00 am ET. Shareholders can access the live audio webcast and voting platform at meetnow.global/MJSLNAS.Registered shareholders and duly appointed proxyholders may vote at the AGM. Non-registered or beneficial shareholders who wish to vote must appoint themselves as proxyholder by submitting a form of proxy and registering online at www.computershare.com/BlackBerry with Computershare Investor Services by 10:00 am ET on June 23, 2026.If you are not a registered shareholder with a control number or have not appointed yourself a proxy before the meeting, you will not be able to vote. You may still attend the meeting as a guest.For more information, including a user guide on how to join the AGM as a shareholder or guest, visit www.envisionreports.com/BlackBerry2026.A replay of the AGM will be available at BlackBerry.com/Investors.###About BlackBerryBlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.For more information, visit BlackBerry.com and follow @BlackBerry.Investor Contact:BlackBerry Investor Relations
+1 (519) 888-7465
investorrelations@blackberry.comMedia Contact:BlackBerry Media Relations
+1 (519) 597-7273
mediarelations@blackberry.comSOURCE: BlackBerryView the original press release on ACCESS NewswireOriginal: BlackBerry to Hold Annual Meeting of Shareholders on June 25, 2026

I think that's exactly what I see happening 😛 If it stays in the $8 - $10 and BB knocks it out of the park, that may be the spark to move things to the teenage levels and beyond. We shall see. $BB 🤑

Ooops...duplicate msg.

Totally agree...that's why I'm glad that it's staying in a range. If it stays in the $8 - $10 and BB knocks it out of the park, that may be the spark to move things to the teenage levels and beyond. We shall see.

QNX has highly favorable odds to become the foundational real-time operating system (RTOS) layer for Nvidia’s Physical AI systems.



$BB 🤑 & $NVDA 🤑

AI Overview 👉️ BlackBerry’s [$BB] QNX has highly favorable odds to become the foundational real-time operating system (RTOS) layer for Nvidia’s Physical AI systems. The "nervous system to the brain" dynamic—Nvidia handles compute/intelligence, QNX handles guaranteed safety—is deeply rooted in mass-production scaling.

The Blueprint for "Nvidia's Blessings"

The "Thor" Integration: BlackBerry integrated its QNX OS for Safety 8.0 directly into the Nvidia IGX Thor (and DRIVE Thor) edge computing architectures, creating a unified development platform for industrial AI and robotics.The Software Bottleneck: Industry studies show 89% of robotics developers view Physical AI as critical, but 86% are open to switching OS platforms due to safety and integration bottlenecks. QNX is the industry leader in this niche.

The Revenue Model:

Just as QNX is the dominant RTOS in automotive Software-Defined Vehicles, every Nvidia IGX Thor-based deployment (humanoids, AMRs, medical tech) rolling into production carries QNX as the default certified safety layer, scaling predictable royalty revenues

$BB 🤑

9.31 new HOD, keep going $BB

Moving UP...I know one thing, Sideem, we're gonna crush the yoy PROFIT comparison.
Estimates are for .03 EPS for Q1. Say there's 585M OS x .03 = $17,550,000 Net Income.
Net Income Q1 2026 was $1.9M. YoY is plus 824%.

I imagine the $30 million came in from Malikie. Don't know how they'll handle
that accounting wise. Whether it's from Operations or not, it's $30 milly cash 🤑

$BB

Why this Middleware Integration is the Ultimate Breakthrough

Right now, millions of roboticists, AI engineers, and automation developers worldwide build their intelligent physical AI systems on ROS 2 (Robot Operating System), typically running it on standard open-source Linux.

The Massive Bottleneck: Standard Linux is not deterministic. It can stutter, crash, or delay a command by a few milliseconds. In a research lab, a delayed command is a glitch; on a factory floor or a surgical bed, a delayed command is fatal.

The Breakthrough: BlackBerry has natively ported and safety-certified ROS 2 to run directly on top of the QNX Neutrino Real-Time Operating System (RTOS).

This creates a massive paradigm shift.

An AI company can now build its intelligent neural networks using familiar open-source software, but when they deploy the robot commercially, they can seamlessly port it to QNX. This grants them instant TÜV Rheinland functional safety certifications (ISO 26262 ASIL D for automotive, IEC 61508 SIL 3 for industrial, and IEC 62304 Class C for medical devices) without forcing them to rebuild their code from scratch.

Is it always going to be automobiles?

No. The era of QNX being exclusively tied to the automotive sector is officially ending. While automotive currently accounts for roughly 80% of QNX's revenues, the macro growth trends show that the General Embedded Market (GEM)—specifically Autonomous Mobile Robots (AMRs), humanoid robotics, and software-defined factories—is positioned to eventually match or eclipse it.

Glad to see the share price staying in the $8 - $10 range for now.

Q1 2027 Results two weeks away.
https://investorshub.advfn.com/stock-market/NYSE/blackberry-BB/stock-news/98719998/blackberry-to-announce-fiscal-first-quarter-2027-r

AI Overview 👉️ Yes, Malikie Innovations had a patent infringement case against Vantiva (formerly Technicolor) regarding Wi-Fi/wireless standard-essential patents (SEPs). The dispute was administratively closed and resolved via a negotiated settlement on March 9, 2026.

Very recent. Hmmm, for $200,000,000? 🎯 How Much Money Is At Stake?
Gross Portfolio Revenue: While total gross collections from hundreds of corporate targets could realistically cross into the low billions over the next decade if courts rule in Malikie's favor, individual lawsuits hint at the scale. For instance, single-defendant litigations like the case against Vantiva have been estimated by industry analysts to hold a potential value of roughly $200 million on its own.That makes Malikie whole if it's what it appears to be...sweet...happened in Q1 2027...wonder if it'll be in the Q or shareholders' meeting...

$BB 🤑

AI Overview 👉️ Yes, Malikie keeps its first $200 million in gross recoveries, and BlackBerry (BB) only begins receiving a percentage of the profits after Malikie is "made whole".

What date did these 4 settlements happen?

AI Overview 👉️ The patent litigation settlements involving Malikie Innovations (wielding the former BlackBerry patent portfolio) were concluded on the following dates:

Nintendo: The main US lawsuit over Switch hardware was officially settled and closed on December 3, 2025. A related patent board proceeding (IPR) formally wrapped up on February 8, 2026.

Bumble: The patent dispute regarding mobile messaging infrastructure was settled and dismissed on December 30, 2025.

Match Group: The video chat and infrastructure lawsuit was settled and closed on January 14, 2026.

Discord: The communications patent lawsuit was settled and resolved early on September 5, 2025.

These private resolutions typically involved the defendants acquiring licensing agreements or paying lump-sum settlements to permanently bar Malikie from reasserting those specific patents.

$BB

These are recent...the checks are in the mail! 🤑 Go Malikie!

But I do care 😺 about
$1,000,000,000 hitting our bottom line!

BB is estimated to earn ~18¢ for FY 2027.

585M OS / .18 = $105,000,000 profit for 2027.

I'm looking forward to Malikie adding $100 million to our
bottom line every year for 10, 11, 12 years...

I asked AI another question. 😉



How Much Money Is At Stake?
Gross Portfolio Revenue: While total gross collections from hundreds of corporate targets could realistically cross into the low billions over the next decade if courts rule in Malikie's favor, individual lawsuits hint at the scale. For instance, single-defendant litigations like the case against Vantiva have been estimated by industry analysts to hold a potential value of roughly $200 million on its own.

Read the full story here 👉️ Malikie's Coming

$BB

Sideem, I don't care about the price anymore just keep buying...
...all the way up to 70...BlackBerry has it all going for it...JMO

Failure is not an option.



$BB

$907 million check is in da mail, lol...



Now that BlackBerry is PROFITABLE monies like that go
directly to the bottom line blowing UP UP UP our EPS! 🤑

$907M / OS 585M = 1.55 EPS x 50 PE Ratio = $77.52 😺

$BB

We can carry a high PE Ratio and a high Price to Sales,
we're in this Market:

Direct Checks to Direct Deposit.    Yes.  

This is a continuing story, lol...



We want the direct checks! We want the multi-billions! 😹

$BB 🤑

Malikie pulling in multi-billions?


$BB 🤑

Can you imagine Malikie pulling in $300 million
per year after we've been bumped to 50%?

$150 million STRAIGHT TO THE BOTTOM LINE!

$BB 🤑

Don't UNDERESTIMATE The POWER of the BlackBerry Patents. 🤑

If we received $22 million then Malikie brought in $275,000,000.



That's moves Malikie closer to sharing 15% with $BB 🤑



If Malikie brings in $300 million plus per year we'll get to 50% right quick
and that goes STRAIGHT TO THE BOTTOM LINE! 🎯

"They'll have to pay royalties from six years ago, in perpetuity." 😸



$BB 🤑

AI Overview 👉️ If Malikie Innovations wins its patent infringement cases against $CORZ (Core Scientific) and $MARA (MARA Holdings), potential damages and ongoing royalties could range into the tens of millions of dollars per company.

🤑👍️ Hundreds of millions 👊😎👍️

"Under patent law, Malikie could recover up to six years of back royalties, alongside ongoing licensing fees."

does the WHOLE $BTC foundation run on old BlackBerry PATENTS sold to Malikie?

AI Overview 👉️ Not quite. 😸 While the Bitcoin network relies heavily on Elliptic Curve Cryptography (ECC), the Bitcoin core software is open-source and independent. However, Malikie Innovations (which bought 32,000 patents from BlackBerry in 2023) did sue major mining firms, claiming the specific cryptography they use violates former BlackBerry/Certicom patents.

The Impact: These lawsuits target the massive hardware infrastructure and commercial mining rigs rather than the Bitcoin network's underlying open-source code itself or individual users.

🤑 Go Get Them Malikie!

NASDAQ 👎️ about 950 earlier this morning. Brutal.

AI Overview 👉️ With the introduction of Alloy Kore, QNX and Vector aim to provide a comprehensive software foundation to automakers. For vehicles releasing in early calendar 2027, QNX could charge an estimated $20 to $50 per vehicle in upfront and licensing royalties, which is roughly 2.5× to 5× higher than their historical per-unit pricing.

I gotta re-do the spreadsheet @ $50 per vehicle per year. 🤑

This is @ $25 per vehicle per year. Knocked off a year so it displays better...



$BB

Accumulating, averaging up, adding 8.30s, put 'em away...$BB

I asked AI to compare Alloy Kore and IVY...



Put together a quick little spreadsheet (still working on it).

Backlog is $10 billion ($10,000,000,000) in 2033.

Revenue from Royalty Backlog would be $2 Billion based on QNX Royalties alone.

Revenue in 2030 from the Royalty Backlog is ~$921 million.

QNX will have another ~$300 million coming in from Development Licenses (Seats) and Professional Services.

These numbers are way conservative, IMO:



These projections are low, they only include the Automotive Market (SDVs) and only @ $25 a year per vehicle (6 years)...

$BB 🤑

Too low 👉️ The standalone replacement value of BlackBerry QNX is estimated by industry analysts to be at least $12 billion USD. This massive valuation reflects the reality that developing, testing, and securing a microkernel OS with ISO 26262 ASIL-D safety certifications typically takes over a decade and has proven incredibly difficult for other tech and automotive giants to replicate.

〽️〽️〽️〽️〽️〽️〽️〽️〽️

Way too low. QNX is going to be bringing in $2 billion revenue a year in 4-5 years by itself.

Markey Cap is $4.9B @ 8.50...

$BB 🤑

Anything under $10 is a STEAL, period. 🤑 Holy Grail Helter Post Coming Soon, lol...

Possibly a good buying opportunity ahead if futures don't improve overnight.

https://www.cnbc.com/markets/pre-markets/

$1B Royalty Backlog = $200M Revenue / Year (60% of QNX)



$BB 🤑

Speaking of Software Defined Vehicles...



$BB 🤑

Great News for a Sunday ...(new to me anyway)...



I've seen 3x, 4x and 5x. I like 5x. 😺 How about a backlog of 3-5 billion dollars? 🤑 • Legacy QNX RTOS ($3–$10/vehicle): Historically, BlackBerry QNX was licensed on a per-module or per-chip basis. Automakers paid per-unit royalties for basic things like infotainment or the digital dashboard, which averaged an estimated $3 to $10 over the vehicle's lifetime.

• Safety Platform ($15–$30+/vehicle): As vehicles transition into "Software-Defined Vehicles" (SDVs) featuring advanced ADAS and AI capabilities, BlackBerry has introduced premium platforms like QNX OS for Safety 8.0 and QNX Hypervisor. Because these platforms consolidate multiple vehicle domains (like braking, steering, and sensors) into centralized high-compute domains, the software content per vehicle—and the associated royalty revenue—is projected to rise roughly 🚀 3 to 4 times to the $15–$30 range. $BB 🤑

Years ago when I first started trading I actually listened to that ass face Cramer. Until I lost money on every bullshit prediction he made. Then I started betting the opposite of what he said and and actually made money. I have no idea how that jackass is still on the air, oh another paid talking head on F-up liberal media. F that guy for stoking unnecessary fears. 

Good O'Malikie (Irish) paid $200,000,000 plus royalties
for ~32,000 of our old patents...$200 million. They hungry 🦁 O'Lion. JMO 😜

AI Overview The name O'Malikie is not traditionally Irish.Instead, it is a hybrid or modified name rooted in different cultures:The "Malikie" portion: Usually a modern phonetic variation of the Hebrew name Malachi (meaning "my messenger" or "messenger of God"), or the Arabic name Malik (meaning "king" or "ruler").The "O'" portion: The prefix "O'" is distinctively Irish and Gaelic, meaning "grandson of" or "descendant of". Adding it to a Middle Eastern or Biblical name creates a blended or anglicized name rather than an authentic, historical Irish surname.If you are thinking of a classic, legitimate Irish surname, you may be looking for O'Malley (from the Gaelic Ó Máille), which traces back to a famous seafaring clan in County Mayo. Nope. O'Malikie, lol...

$BB 🤑

Yeah I saw that Bitcoin also is falling hard. Ouch!

You never know with good ol' Malikie.

Nope. No sunshine for $BB either. $BTC fell through 60,000 @ 59,595 now.
I play $ASST (bitcoin treasury stock) occasionally. Like now 😺

Do you think it's possible that our buddy Malikie is having a "cramer effect"
and far far worse on Bitcoin's foundation, infringing our old patents?



$BB 🤑

No sunshine on the Dow or Nasdaq today.

NASD 👎️1,100 DOW 👎️700 🌨️ 🌧️ 🌨️⛈️🌩️🌪️ 🙀

$BB partner $NVDA down 6.23% @ 205 dragging NASDAQ down and the whole freakin' 🌎️
Not to worry Nvidia is 🦁🐱 BlackBerry is Son of King. We are QNX RTOS Safety 8.
QNX® OS for Safety 8.0 (frequently abbreviated by QNX as QOS 8.0)
Additionally, if you are looking for their certified virtualization platform,
the correct name is QNX® Hypervisor 8.0 for Safety.

Now that we have that straightened out, this is Nvidia:

Note the Growth 🚀 EPS +110.6% 😺😸😹😻

Market Cap $5.3 Trillion | Net Income $159 Billion | Revenue $254 Billion



BlackBerry ❤️ Nvidia