What is QNX backlog and why it's misunderstoodThe QNX backlog is basically the revenue that BB will receive from OEM (cars and general embedded market) for next 7 years. So if BB does nothing for next 7 year they willl get guranteed $80 million for QNX per year. Majority of teh car OEM are already signed up with QNX (critical stuff), and that's already baked into these numbers. This is why in BB's own projection up to 2027 you're not seeing big growth in QNX segment...it's like only 10-15%.
The 24/25 EV numbers are also baked into this backlog. So even if they win Tesla the impact to revenue numbers for next 7 years is not big.
Compare this to nvidia, they have 11 billion backlog in automotive ALONE. They added 4 billion in just last 3 months. Something is wrong with BB mgmt.
They need to split and sell of each component to get most to shareholders. They just can't seem to grow the company and have no clue how to do it. or else they would have done it years ago.
The buck stops at John Chen..He has fumbled way too many times by not hiring right people, failing to market, and rebranding due to ego. He needs to sell the company iin components.