$BB the end game for the companies who have adopted QNX is not to simply choose QNX as the RTOS. The backlog and developer seat growth in past year is the lead indicator of IVY revenue growth. Why would a company switch to QNX from wherever they were last year only to not leverage the capabilities IVY opens up. Silly ducks (bears), these companies choose and invest in QNX (royalty backlog and devoper seats) to get a return out of the IVY capabilities.