BlackBerry develops software and services for cybersecurity and enterprise mobility.
BlackBerry's pivot to embedded software/QNX OS is compounding: $950M backlog over 5-7 years, powering 275M vehicles. Fastest growing pipeline is industrial automation (robotics, medical instruments, AMRs) requiring safety-certified RTOS. Ecosystem partnerships with Nvidia, Qualcomm, ARM, TI, Intel, Bosch provide moat. Autonomous vehicles remain early 2030s.