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Todd Adair Coupland

Managing Director and Senior Technology Equity Analyst at CIBC Asset Management Inc.

Todd Adair Coupland CFA is a Managing Director and Senior Technology Equity Analyst at CIBC Capital Markets, specializing in Canadian and global technology equity research with a notable focus on companies such as Lightspeed Commerce (LSPD), BlackBerry (BB), and Shopify (SHOP). He has built a reputation for strong stock-picking accuracy, achieving a 46% success rate on covered stocks, a 4.05-star analyst rating on TipRanks, and most notably delivering a +197% return on his LSPD buy rating from August 2020 to August 2021. With a career in equity analysis beginning in 1988, Coupland is a founding member of CIBC World Markets' Technology Group and has mentored numerous research associates; he is also a recipient of the Starmine award for forecast and stock-picking accuracy. He holds a Chartered Financial Analyst (CFA) designation, a B.Sc. in Political Economy, and a BBA in Management from Andrews University, as well as additional studies in Economics and Government from Georgetown University.

Todd Adair Coupland's questions to BLACKBERRY (BB) leadership

Question · Q2 2026

Todd Adair Coupland from CIBC asked for an update on QNX's backlog and its growth during the quarter. He also questioned the sustainability of QNX's double-digit growth, given the 15% growth in Q2 and implied double-digit growth for the second half of the year.

Answer

CFO Tim Foote explained that QNX backlog is an annual metric due to quarterly volatility in design win dollars, noting Q1 was weaker but Q2 was ahead of plan with a solid pipeline for the second half, with a full update expected at Q4. CEO John Giamatteo affirmed confidence in sustainable double-digit growth, citing progress from existing bookings, new programs, the vehicle platform initiative, SDP8 adoption, the QNX Sound win, and successful diversification into the General Embedded Market (GEM), including robotics.

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Question · Q2 2026

Todd Adair Coupland asked for an update on the QNX backlog and its growth during the quarter. He also questioned the sustainability of QNX's double-digit growth, given the 15% growth in Q2 and the implied double-digit growth for the second half of the fiscal year.

Answer

CFO Tim Foote clarified that QNX backlog metrics are provided annually due to quarterly volatility in design win dollars, noting Q1 was weaker but Q2 was ahead of plan with a solid pipeline. CEO John Giamatteo expressed optimism for sustained double-digit growth, citing progress from booked deals, new programs, the vehicle platform initiative, SDP8 adoption, QNX Sound wins, and diversification into the General Embedded Market (GEM).

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