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    Trip Chowdhry • Global Equities Research

    Trip Chowdhry's questions to BlackBerry Ltd (BB) leadership

    Trip Chowdhry's questions to BlackBerry Ltd (BB) leadership • Q1 2026

    Question

    Trip Chowdhry asked about trends in U.S. federal defense spending and which BlackBerry products are gaining traction. He also questioned if QNX is seeing more strength in specific automotive categories like EVs, hybrids, or ICE vehicles.

    Answer

    CEO John Giamatteo noted increased government interest in secure communications and data sovereignty. CFO Tim Foote explained that QNX demand is broad but thrives in high-performance compute use cases like autonomous driving, making it largely agnostic to the vehicle's powertrain (EV vs. ICE) but stronger in higher-end models.

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    Trip Chowdhry's questions to BlackBerry Ltd (BB) leadership • Q4 2025

    Question

    Trip Chowdhry commented that QNX could be viewed as 'the new steel' for software-defined vehicles, potentially mitigating tariff impacts, and praised the strategic expansion into adjacent markets like robotics. He then asked for management's thoughts on these observations.

    Answer

    CEO John Giamatteo agreed with the observations, confirming that expanding into the general embedded market (GEM) is a major investment area for the QNX business. He noted that the SDP 8.0 platform requires minimal modification for other market segments and that the company is investing in go-to-market resources and sales professionals to drive growth in these new verticals, alongside deepening relationships with automotive customers.

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    Trip Chowdhry's questions to BlackBerry Ltd (BB) leadership • Q2 2025

    Question

    Trip Chowdhry framed BlackBerry as an underappreciated startup and asked if management was considering emerging opportunities in generative AI devices and leveraging its on-premise UEM strength for new AI security paradigms.

    Answer

    CEO John Giamatteo agreed with the 'startup' perspective, noting that the two-business-unit structure has provided valuable insights into the product portfolio. He stated that the company is actively shaping its investments and capital allocation toward next-generation growth areas and invited the analyst to the upcoming Investor Day for more details.

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