$BlackBerry(BB)$ The company i-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$BlackBerry(BB)$ The company is still a bit of a punchline for some, but the underlying QNX stack is starting to look serious.

Last quarter showed $72.3M in revenue, up 25.7% year-over-year, with an 86% gross margin. Nearly half the company's business now comes from QNX.

What's striking is how deeply embedded it already is. In automotive, it's basically everywhere—used by all top 10 OEMs and 24 out of 25 EV makers. In medical and robotics, it's in 9 of the top 10 medical device makers and 8 of the top 10 surgical robotics platforms. For industrial and defense, it's in over 300 programs, including NATO systems and NASA flight software.

It also sits right at the foundation of the chip ecosystem, connected to names like $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , $NXP Semiconductors NV(NXPI)$ , $Intel(INTC)$ , and TXN.

To me, this feels less like a typical growth story and more like a background player that's already won in key areas, but the market hasn't fully priced it in. I'm not expecting a sudden re-rating, but if physical AI keeps scaling, this foundational layer seems essential.

I'm curious how many investors actually factor QNX into their mental model of AI infrastructure.

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Nearly half the company's business now comes from QNX.</p>\n<p>What's striking is how deeply embedded it already is. In automotive, it's basically everywhere—used by all top 10 OEMs and 24 out of 25 EV makers. In medical and robotics, it's in 9 of the top 10 medical device makers and 8 of the top 10 surgical robotics platforms. For industrial and defense, it's in over 300 programs, including NATO systems and NASA flight software.</p>\n<p>It also sits right at the foundation of the chip ecosystem, connected to names like <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a>, <a href=\"https://ttm.financial/S/NXPI\">$NXP Semiconductors NV(NXPI)$&nbsp;</a>, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>, and TXN.</p>\n<p>To me, this feels less like a typical growth story and more like a background player that's already won in key areas, but the market hasn't fully priced it in. 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In medical and robotics, it's in 9 of the top 10 medical device makers and 8 of the top 10 surgical robotics platforms. For industrial and defense, it's in over 300 programs, including NATO systems and NASA flight software.</p>\n<p>It also sits right at the foundation of the chip ecosystem, connected to names like <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a>, <a href=\"https://ttm.financial/S/NXPI\">$NXP Semiconductors NV(NXPI)$&nbsp;</a>, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>, and TXN.</p>\n<p>To me, this feels less like a typical growth story and more like a background player that's already won in key areas, but the market hasn't fully priced it in. I'm not expecting a sudden re-rating, but if physical AI keeps scaling, this foundational layer seems essential.</p>\n<p>I'm curious how many investors actually factor QNX into their mental model of AI infrastructure.</p>\n<p><img src=\"https://community-static.tradeup.com/news/9bd1459b56a04aff8f46c8a4aa4bbbb9\" tg-width=\"680\" tg-height=\"427\"></p></body></html>","text":"$BlackBerry(BB)$ The company is still a bit of a punchline for some, but the underlying QNX stack is starting to look serious. Last quarter showed $72.3M in revenue, up 25.7% year-over-year, with an 86% gross margin. Nearly half the company's business now comes from QNX. What's striking is how deeply embedded it already is. In automotive, it's basically everywhere—used by all top 10 OEMs and 24 out of 25 EV makers. In medical and robotics, it's in 9 of the top 10 medical device makers and 8 of the top 10 surgical robotics platforms. For industrial and defense, it's in over 300 programs, including NATO systems and NASA flight software. It also sits right at the foundation of the chip ecosystem, connected to names like $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , $NXP Semiconductors NV(NXPI)$ , $Intel(INTC)$ , and TXN. To me, this feels less like a typical growth story and more like a background player that's already won in key areas, but the market hasn't fully priced it in. I'm not expecting a sudden re-rating, but if physical AI keeps scaling, this foundational layer seems essential. 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