BlackBerry Ltd. (NYSE:BB) no longer sells the phones that once defined its brand, but its software story is getting harder for investors to ignore.
The company’s QNX technology now runs quietly inside 275 million vehicles, making BlackBerry far more relevant than many consumers realize, The Wall Street Journal reports.
Profitability Turnaround
Last month, BlackBerry posted its fourth straight profitable quarter, marking its first such streak in about a decade. That gives the turnaround story more weight beyond nostalgia for its keyboard-phone era.
The company reported fourth-quarter revenue of $141.7 million, topping guidance. QNX revenue reached $65.8 million, while Secure Communications revenue came in at $67.3 million.
QNX Momentum
CEO John Giamatteo said QNX continues to win business with automakers and suppliers. The company’s royalty backlog grew to about $865 million, signaling stronger future revenue potential.
Hidden Auto Play
QNX powers safety-critical software across automotive, medical, industrial, rail and robotics markets. “On a car, you’ll never see QNX’s logo,” said QNX President Mattias Eriksson Wall, The Wall Street Journal added. “What you will see is a better experience.”
For fiscal 2026, BlackBerry expects …
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