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BlackBerry — Download the slides (company IR deck)
BlackBerry (BB) · 22 slides · Filed Oct 29, 2026
Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All BB deck slides
Slide 1 — Credit Suise 26
© 202 2 BlackBery QNX. Al Rights Reserved. Credit Suise 26 th Anual Technology Conference Matias Erikson President, BlackBery IOT Nov 29 th , 202
Slide 2 — Safe Harbor Statement
© 202 2 BlackBery QNX. Al Rights Reserved. 2 © 202 2 BlackBery QNX. Al Rights Reserved. Safe Harbor Statement Some of the statements we'l be making today constitute forward - loking statements and are made pursuant to the safe harbor provisions of aplicable U.S. and Canadian securities laws. We'l indicate forward - loking statements by using words such as expect, wil, should, model, intend, believe and similar expresions. Forward - loking statements are based on estimates and asumptions made by the company in light of its experience and its perception of historical trends, curent conditions and expected future developments, as wel as other factors that t he company believes are relevant. Many factors could cause the company's actual results or performance to difer materialy from those expresed or implied by the forward - loking statements. These factors include the risk factors that are discused in the company's anual filings and MD&A. You should not place undue reliance on the Company's forward - loking statements. Any forward - loking statements are made only as of today and the company has no intention and undertakes no obligation to update or revise any of them, except as required by law. This presentation includes certain non - GAP measures. We believe that these non - GAP measures, which may be defined diferently by other companies, explain our results of operations in a maner that alows for a more complete understanding o f t he underlying trends in our busines. However, these measures should not be viewed as a substitute for those determined in acordance with GAP. For a reconciliation betwen the non - GAP measures used in this presentation and our GAP results, please se our Q2 Fiscal 2023 earnings pres release and suplement available through our website and on EDGAR and SEDAR.
Slide 3 — The inteligent EDGE oportunity
© 202 2 BlackBery QNX. Al Rights Reserved. 3 © 202 2 BlackBery QNX. Al Rights Reserved. Agenda 2 3 4 5 The inteligent EDGE oportunity The BlackBery IoT strategy sumarized Progres so far this year Sumary 1 RECAP: Who are we, what do we do, and why are we investing?
Slide 4 — RECAP: Why are we investing in BlackBery
© 202 2 BlackBery QNX. Al Rights Reserved. RECAP: Why are we investing in BlackBery IoT? • Large, growing market oportunity with atractive economics • Segment leader with unique capabilities, IP and track record • Comercial and Technical trends pushing the industry(ies) in our direction • Long standing, dep relationships with industry leading customers and partners
Slide 5 — R ECAP: BlackBery
© 202 2 BlackBery Limited . Al Rights Reserved. R ECAP: BlackBery œHow we organize our busines BlackBery AtHoc Critical event management Foundational SW for the inteligent EDGE End - to - end security and signing SaS solution for inteligent aset tracking Composition analysis and testing EDGE/cloud sensor data SW platform BlackBery IOT BlackBery Cybersecurity BlackBery Limited BlackBery UEM Unified endpoint management BlackBery SecuSUITE Secure voice and data Technology Licensing Mobility licensing arangements, etc. Service Aces Fes Legacy revenue from hardware busines Licensing and other IP Patent Licensing Portfolio of 38,0+ patents IVY Jarvis Cylance AI - powered cybersecurity
Slide 6 — the Inteligent EDGE
© 202 2 BlackBery Limited . Al Rights Reserved. RECAP: Leaders in foundational SW for the Inteligent EDGE 6 Aerospace & Defense Medical Robotics & Industrial Energy Automotive Transportation Heavy Machinery Rail Safety Certifications and Services ISO 26262 IEC 61508 IEC 62304 EN 50128* EN 50657* BlackBery QNX Profesional Services QNX Software Development Tols QNX Operating System QNX Hypervisor QNX Frameworks and Midleware BlackBery Conected Services Security Software and Services Crypto, PKI, Certificate Management, Code Signing FIPS WP.29 ISO 21434 Cloud Enablement Microkernel POSIX
Slide 7 — The inteligent EDGE oportunity
© 202 2 BlackBery Limited . Al Rights Reserved. 7 © 202 2 BlackBery Limited . Al Rights Reserved. Agenda 2 3 4 5 The inteligent EDGE oportunity The BlackBery IoT strategy sumarized Progres so far this year Sumary 1 RECAP: Who are we, what do we do, and why are we investing?
Slide 8 — The industry macro trends fundamentaly driving our
© 202 2 BlackBery QNX. Al Rights Reserved. The industry macro trends fundamentaly driving our business… Specific IoT trends are particularly jnqpsubou!up!pvs!dvtupnfst0qbsuofstƏ Ənboz!pg!uiftf!usfoet!qmbz CmbdlCfssz!JpUƅt!tusfoh There wil be 30.9Bn IoT devices in CY 2025, up from 13.8Bn in CY 2021 IoT devices are becoming smarter ( e.g. compute, tfotpst-!dpoofdujwjuzƏ* Dpnqvuf!dmptfs!up!uif!ebubƏ Fehf0dmpve!izcsjetƏ Edge devices are becoming Tpguxbsf!efgjofeƏnvdi! uispvhi!PTTƏ • EDGE RTOS/MW performance requirements are going up • There are rapidly increasing safety and security concerns • EDGE reliability is a fundamental ned for the inteligent EDGE • As the EDGE SW stack sophistication increases, many customers/partners are loking for ways to reduce complexity/ costs , improve TM and focus internal resources on SW layers closer to the consumer/customer experience
Slide 9 — EXAMPLE: Automotive
© 202 2 BlackBery QNX. Al Rights Reserved. EXAMPLE: Automotive œthe most advanced IOT EDGE endpoint is becoming SW def Auto OEM value creation 2010 - 3146+Ə ƏCmbdlCfssz!ROY!Bvup!TX!usb *SBD, A Oyler 202 270+ MAKES AND MODELS 45+ AUTOMAKERS START OF PRODUCTION SUCES RATE 10% MILION VEHICLES 215M + 10 of 10 TOP AUTOMAKERS USE BLACKBERY QNX 7 of 7 TOP TIER1s USE BLACKBERY QNX TOP GLOBAL EV OEMs 24 of 25
Slide 10 — RECAP: Growing Market & Growing Market share
© 202 2 BlackBery QNX. Al Rights Reserved. 10 © 202 2 BlackBery QNX. Al Rights Reserved. 0 50 10 150 20 250 30 FY23 FY26 Core Strategic Investments MUSD Əqbsujdvmbsmz!jo!pvs!dpsf ~$1.4 B ~$2.6 B CAGR +8 - 12% (excl. Strategic Investments) Pwfsbmm!JpU!TBN!jt!hspxjohƏ Sources include: Strategy Analytics, LMC Data, IDC & Management estimates SAM ECU units (10s) 0 50 10 150 20 250 30 350 CY 202 CY 2025 IVI CDC ADAS Gateway Cluster DMS +40% +29% +14% +4% +27% - 4% 3 - year CAGR Əboe!xf!bsf!jodsfbtjoh!pvs!nbslfu!tibsf RECAP: Growing Market & Growing Market share
Slide 11 — The inteligent EDGE oportunity
© 202 2 BlackBery QNX. Al Rights Reserved. 1 © 202 2 BlackBery QNX. Al Rights Reserved. Agenda 2 3 4 5 The inteligent EDGE oportunity The BlackBery IoT strategy sumarized Progres so far this year Sumary 1 RECAP: Who are we, what do we do, and why are we investing?
Slide 12 — multiyear strategy has 4 m
© 202 2 BlackBery QNX. Al Rights Reserved. Our multiyear strategy has 4 m • High End, Mision DsjujdbmƏHmpcbmmz BvupƏ Robotics, Ind. Automation, Medical • Suport Ɓnot disrupt Ɓ customers/partners • Atacking dificult problems - dep IP - in long cycle busineses • Partnerships/wholistic value chain view 1. Inovation at the EDGE 2. Next Gen Safety and Security 3. Reduction in Developer friction • Stepwise, multiyear, multi disciplinary program for Excelence, e.g. TAM/SAM coverage 2 nd core R&D ON TRACK LONG TERM COMITMENTS TARGETED CORE R&D BU TRANSFORMATION FOCUSED TARGET MARKETS > ]v (}µv]}vo }(` (} Z ]v oo]P v ’ Y YX W (}uv U ^( ˙l ^ µ]˙U Z o]]o]˙