Blackberry (BB) investor relations material

Business Overview and Financial Performance

• Operating in over 20 countries with 1,700+ employees, the company focuses on QNX, secure communications, and licensing divisions.

• Revenue is on pace to exceed $530 million in a transitional year, with a pivot from cyber to secure communications.

• Achieved seven consecutive quarters of improved net income, with the last three quarters being net income positive and significantly enhanced operating cash flow.

• QNX division reported double-digit revenue growth, with FY26 guidance of $260–$266M and an adjusted EBITDA margin of ~27%.

• QNX royalty backlog increased to $865 million in Q4 FY25, up from $460 million in Q4 FY22, indicating strong future revenue.

QNX Business, Market Trends, and Strategic Initiatives

• QNX is positioned as the de facto choice for safety-critical, high-performance embedded systems across automotive, industrial, medical, and robotics markets.

• Launched QNX SDP 8.0 in 2024, focused on performance, scalability, and real-time capabilities, already adopted by silicon vendors.

• QNX technology is present in 275 million vehicles, with all top 10 OEMs and 7 of 7 top Tier 1s as customers.

• Strategic collaboration with Vector Informatik (Alloy Kore) aims to transform the automotive value chain and drive adoption of vehicle-wide software foundations.

• GEM expansion targets growth in adjacent markets such as industrial automation, medical devices, and robotics, now representing a growing share of the pipeline.

Product Innovation and QNX Everywhere

• Alloy Kore and SDP 8.0 together provide a comprehensive solution, enabling higher ASP per socket and faster time to market.

• Investments in QNX technology for automotive are directly transferable to adjacent markets, supporting a scalable growth strategy.

• QNX Everywhere initiative increases access to QNX software, with over 12,000 non-commercial licenses deployed, 6,000+ students trained, and over 100 universities involved.

• Solution innovation includes expanding the product portfolio, optimizing business models, and addressing industry complexity.