RE:Don't forget blackberry NVIDIA allianceAlso, don't forget that we have seen quite a few positive NR's from BB partners lately but BB did not change the forecast they provided as part of the Analyst Meeting back in June 2022 when they provided the forecast during the 2023 Analyst Meeting. If anyone can provide a difference between the forecast from June 2022 and the one BB just provided this June, please let me know.
It's awesome that our partners are doing well but people shouldn't be expecting massive revenue growth for BB until IVY is full on board and they've signed up those 24 of the top 25 auto makers that they have OS agreements with - Blackberry has told you that themselves. I'll take any revenue growth from BB at this point but we've heard all kinds of things about the massive opporunities in EV autos/smart cities/IOT, etc and yet, BB is still projecting 12-15% CAGR over hte next few years. Nothing to write home about in those high growth areas but we'll take if after the decade BB has just had.