The BlackBerry Comeback Nobody Saw Coming

Hinzugefügt: 2026-05-15

[00:00:00]On Monday, BlackBerry's stock jumped 13%.

[00:00:06]Yes, that Blackberry.

[00:00:08]>> Is it still a Canadian company?

[00:00:11]>> Yes.

[00:00:11]>> Really?

[00:00:12]>> 13% in pre-market trading after a Wall Street Journal feature reminded everyone that BlackBerry a decade after ditching phones does in fact still exist and is profitable again. What >> the driver of the new profit, pun intended, is QNX, a real-time operating system that BlackBerry acquired in 2010 that uh I was reading a couple articles about this. I kind of went down the rabbit hole cuz I was like, what? So that BlackBerry acquired in 2010 and that just was like kind of quietly doing their own thing, being mostly ignored by BlackBerry, but that now accounts for about half of the company's revenue and is embedded in roughly 275 million cars on the road today. So this is separate from the like you know Android Automotive or like whatever operating system you interface with in your car.

[00:01:10]>> This is running things like collision warnings, >> blind spot monitoring. So like when when the LED lights up on your mirror, >> QNX is doing that, adaptive cruise, >> lane keep assist. um they they knew they were going to lose the infotainment war like a decade ago. So they've pivoted deeper and deeper into like real time safety critical features.

[00:01:35]>> Yeah. Sweet.

[00:01:36]>> Um BlackBerry's Q4 revenue, and this blew my mind, hit $156 million, up 10% year-over-year with QNX itself bringing in 78.7 million, up 20%. Um although it is worth noting that the stock is still down about 96% from its 2008 peak uh when it topped 83 billion.

[00:01:59]>> They're on top of the world. That's kind of whatever.

[00:02:02]>> Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. But still >> interesting.

[00:02:04]>> I mean that's pretty cool. What a turnaround story. The fact that they are making money again is pretty >> What is the rest of their money? Where are they making the rest of the 70 whatever million dollars?

[00:02:17]>> Uh I don't know. For a while they were in like secure messaging. Um, >> they still have secure communications.

[00:02:23]Okay.

[00:02:24]>> Yeah. All I really cared about was this QX thing and like, sorry, who are these guys? Where did this come from? How is this worth? $78.7 million a quarter. Yeah, it just blew my mind.

[00:02:38]>> Yeah, they do like sovereign onrem infrastructure for like governments, NATO stuff.

[00:02:46]Yeah. Okay. I mean, Blackberry was known for that. They were known for security.

[00:02:50]>> Yeah.

[00:02:51]>> Um All right.

[00:02:52]>> And I just I thought I thought it was pretty cool that Blackberry's back, baby. More like Backberry.