Camden

$AMC OG 8.01 Veteran and $BB BBeliever Since 2021 / Corporate Finance / Let's build wealth and take part in the greatest wealth transfer in history.

[Camden @StocksWithCam]

$BB #BB investors and lovers / paytience & strategy

[Camden @StocksWithCam]

@bugaboo_90 Let’s go! Never a doubt

[Camden @StocksWithCam]

@UCantFindNemo @BlackberryXRP Miss it!! Great times, had so much fun with everyone

[Camden @StocksWithCam]

So… how we feeling now? $BB

[Prakash @pdamodaran]

At least we are going to the moon , literally $bb 😀

[Antonio Costa @ACInvestorBlog]

$BB $NVDA “QNX is now at the heart of NVIDIA’s autonomous platform – and WeRide is the first to bring it to production” What a great post by r/BB_Stock on Reddit about the Sleep giant Blackberry QNX. $BB is a double digits stock on the making IMHO im long https://t.co/sYYu0lZBvu

[Camden @StocksWithCam]

@elonmusk I’m going to have 5-6 I got you! @elonmusk

[Camden @StocksWithCam]

We had a vision… was disgustingly greedy when others were fearful. The research was done, and we were in shock.. ‘no way?’ We said.. and now we reap the benefits, do you feel it? #BB $BB

This is all so life changing. Already. ❤️

[Daniel Hull @hulldaniel67]

Blackberry overachieving it's peers in 2025?

https://t.co/dqigLT9vTI

[David Joe @shitdaavesays]

BlackBerry hit 5 bucks today. Nice, let's go parabolic now.

[Camden @StocksWithCam]

@shitdaavesays David it used to be us against the world it felt like hahaha, now look at the bb community shit is so wild

[Camden @StocksWithCam]

@pdamodaran Not to be nasty but this was my wet dream… usually they don’t come true like this 😂😂 So happy for us bro

[Camden @StocksWithCam]

@NaveYoung It’s a dream come true Nave! We’re doing it brother 😆

[Camden @StocksWithCam]

I love you with all my heart $BB #BB even when everyone doubted you there was a select few that treated you nice and slapped that ask whenever you wanted it 🥴 #BLACKBERRY

[Prakash @pdamodaran]

Congrats to everyone who believed in the $bb story at terrible two’s😏
You guys won already. Now sit back and enjoy the ride 😀

[Camden @StocksWithCam]

@pdamodaran Been a hell of a ride!

[BlackBerry @BlackBerry]

🥂 Welcome to 2025.

[Camden @StocksWithCam]

@0x741rafael @SteveMcRae_ @JustBrieathe @moongleamdream An actual calculator 😭

[Camden @StocksWithCam]

@SteveMcRae_ @JustBrieathe @moongleamdream Use a calculator, ur wrong

[Camden @StocksWithCam]

I now have $XX,XXX in $BB stock

I love #Blackberry and everything they are doing for their clients, as said in the last earnings call - they have been around forever.. but look at them somewhat like a startup - the market is still pricing them as a ‘bankrupt’ phone company. 🙂

[Prakash @pdamodaran]

Every investment reaches a point, when you know the thesis is working. From there on, you just sit back and start watching the paint dry. With #Blackberry even I had my doubts,my fears. It all was cleared in yesterday’s earnings call. It was one of the best earnings calls I ever listened to.

+ IoT division growing at 18% , Cyber ARR slowly growing for second time in a row
+ At 283 million cash, there is easily a runway for multiple years. (Operating cash used 15mil/Q)
+ Company is well on its way to be cash flow positive in the Q4 fiscal quarter
+ Multiple design wins for Digital Cockpit, ADAS, QNX Hypervisor, and Acoustic modules
+ Blackberry is gaining control in value added layers and not just base OS layers.
+ QNX SDP 8.0 is gaining momentum at multiple high edge compute segments
+ Gaining multiple surgical and industrial robot deals.
+ Electric or Hybrid or Gas vehicles , Blackberry is agnostic to it.
+ For Cybersecurity, Both ARR and NRR improved slightly.
+ Secusmart (secure messaging and calls in govt) is gaining traction beyond Germany.
+ Refreshed product is driving NRR up third quarter sequentially for Cylance
+ Cost efficiency in Cyber division is ahead of schedule
+ Opex reduction of 125 million$ annually already, and additional 25m$ under way.
+ Blackberry is a trusted advisor to OEMs in the software space (on VW Rivian deal)
+ Upcoming investor day on Oct 16th.

More than anything , the company has found its leader and voice for this stage in @john_giamatteo .
Thank you John G and team @BlackBerry for an amazing earnings call that gave so much details on the progress of the business.