Post by
nellybb on Jun 28, 2024 9:09pm
Blackberry Q and A
Luke Junk: And then for my follow up, maybe a bigger picture question. There’s been some investor concern emerging about auto software suppliers and compute and whatnot being supplanted by OEM partnerships potentially in the wake of VW and Rivian last night. I’d just be curious to get your perspective on that. And especially, this is pretty real time, but I’d be maybe even more curious about just your insight from ongoing dialogue with your customers and what the OEMs you’re engaged with are thinking and saying? Thank you.
John Giamatteo: I think in a lot of ways our customers kind of look to us as a trusted advisor who understands the software side of this business better than anyone. So we work really closely with them. We’re definitely collaborating with them on future designs, both from EV as well as internal combustion. But overall, we kind of feel like we’re becoming an increasingly more trusted advisor to them on these kind of matters and going deeper into their organization. We’re providing a little bit more value around software defined vehicle capabilities.
Tim Foote: And I just probably add to that, Luke, if I may, that I don’t think those recent announcements really change anything. The moat — the competitive moat around this QNX business continues to remain very deep. And to John’s point, if anything, we’re in a fairly strong position here that OEMs are coming to us and asking us to do more. So I don’t see any significant headwinds as a result of announcements like last night’s.
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