QNX backlog and impact next 7 yearsSo pretty much all car companies are already signed up with BB so not much left for QNX backlog in auto industry. The $700m backlog will add about $100m per year for next 7 years. So essentially we get guarantteed $25m per quarter for next 7 years. That's not much if you ask me. There's really no growth.
Only surprise in QNX is from buying seats for QNX development. That's only few million per year. We need fast growth in QNX so Ivy is the only savior but that too i'm not convinced can grow under chen. There're companies already building Ivy competetion and more Chen delays in announcing partnership the worst it will be. Last thing we can afford now is write off of Ivy. We wrote of cylance, spark uem, radar, phones, etc. When does this stop?