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BlackBerry Ltd T.BB

Alternate Symbol(s):  BB

BlackBerry Limited is a Canada-based company, which provides intelligent security software and services to enterprises and governments worldwide. The Company leverages artificial intelligence (AI) and machine learning to deliver solutions in the areas of cybersecurity, safety, and data privacy and specializes in the areas of endpoint management, endpoint security, encryption, and embedded systems. It operates in three segments: Cybersecurity, IoT, and Licensing and Other. Cybersecurity consists of BlackBerry UEM and Cylance cybersecurity solutions (collectively, BlackBerry Spark), BlackBerry AtHo, and BlackBerry SecuSUITE. The Company’s endpoint management platform includes BlackBerry UEM, BlackBerry Dynamics, and BlackBerry Workspaces solutions. The IoT consists of BlackBerry QNX, BlackBerry Certicom, BlackBerry Radar, BlackBerry IVY and other Internet of things (IoT) applications. Licensing and Other consists of the Company’s intellectual property arrangements and settlement award.


TSX:BB - Post by User

Comment by BuddyBarryon Feb 08, 2022 3:13pm
150 Views
Post# 34409814

RE:RE:RE:Rough numbers: QNX gets $5.20 per vehicle

RE:RE:RE:Rough numbers: QNX gets $5.20 per vehicleIOT for automotive industry, in particular related to RTOS, would appear not so easy to get into. So that probably justifies a premium. As some know WindRiver was acquired recentll, in good part it seems for this component of it's revenues. WindRiver has $400 million in sales of which maybe 10% was tied to this. It was acquired for $4.3 billion USD or 10.3 times sales. Otonomo and Wejo are also comps to IVY and they are, perhaps excessivly, valued at 200 times sales. Based on guidance given by Chen IOT will grow between 35% and 39% year over year and for Q4 31% to 44% vs Q4 of previous year. JC is suggesting IOT will come in at $176 million to $181 million for the year. WindRiver's 10.3x transaltes to $1.8 billion for BB's IOT and growing at 35%. That means the rest of the business comes for practilacy nothing. Inciluding IIVY which could be very large. 
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