Daniel Hull

QA

[Daniel Hull @hulldaniel67]

@BlackberryBulll 1 008.0

[real aloy @rimisback]

Faraday Future Announces the Launch of Its EAl Robotics Education Ecosystem Strategy, Product Line & New EAl Device Launch being held on June 16, 2026

Faraday an early adapter of QNX in cars....
@BlackBerry @QNX_News

[Daniel Hull @hulldaniel67]

Can? @QNX_News

https://t.co/qNE2B0cFyF

[Wealthy Mindset @Wealthy_Mindset]

$BB BlackBerry will hold its Annual General Meeting (AGM) virtually on June 25, 2026, at 10:00 am ET.

Will stream on my channel as usual.

#BlackBerry #Stocks #investment

[Daniel Hull @hulldaniel67]

@ChapoGrimey @jswld 88.0

[Daniel Hull @hulldaniel67]

@pdamodaran @IAMessential316 Think of all those local hardware pivot points that need central control software and have is secure. Robots could be crazy level compared to FSD.

[Daniel Hull @hulldaniel67]

@nerdalert @BRKmystery i am all over SpCE now.

[Daniel Hull @hulldaniel67]

Markets have no clue imo

[Daniel Hull @hulldaniel67]

Can you imagine Space X IPO day they announcing a license partnership with @QNX_News

[QNX News @QNX_News]

📣Hot off the press! @KinovaRobotics' new KIMA medical robotic arm supports QNX OS 8.0, delivering the hard real-time performance required for advanced medical robotics.
🔗See how we’re building the future of medical robotics: https://t.co/ihuh3O5QBV

[Daniel Hull @hulldaniel67]

@scott_jenn63528 Oh lord

[Daniel Hull @hulldaniel67]

Cramer influence where they sre researching Blackberry and may do a piece. this could be an impact

Lightning Round: I love Corning, says Jim Cramer https://t.co/GEhBZYzqKB

[JohnSeena @sephsephsephs]

One comment from a recent conference stood out to me for Blackberry $BB

QNX was described as the "de facto choice for centralized high-performance computing and hypervisors in next-generation architectures."

What I found interesting is who QNX is competing against.

Commercial RTOS competitors include:

• Wind River (VxWorks)
• Green Hills (INTEGRITY)
And on the open-source side:

• Automotive Grade Linux
• Zephyr
• FreeRTOS

Despite that, the speaker's view was that QNX has become the de facto choice for next-generation centralized architectures.
That's a pretty remarkable statement considering the alternatives.
Not "one of the leaders."

Not "gaining traction."

Not "competitive."

De facto choice.

If that view proves correct, it suggests QNX's position in software-defined vehicles and other safety-critical systems may be stronger than many investors appreciate.

$BB

[Daniel Hull @hulldaniel67]

Gratuity and Tip has been re labeled. @nyknicks

[Daniel Hull @hulldaniel67]

I am entertained now. thx Grok @QNX_News

https://t.co/ZuJuVgpn02

[Richard Seiler @richardseiler]

𝘞𝘩𝘺 𝘉𝘭𝘢𝘤𝘬𝘉𝘦𝘳𝘳𝘺 𝘐𝘴 𝘘𝘶𝘪𝘦𝘵𝘭𝘺 𝘉𝘦𝘤𝘰𝘮𝘪𝘯𝘨 𝘵𝘩𝘦 𝘖𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘚𝘺𝘴𝘵𝘦𝘮 𝘧𝘰𝘳 𝘗𝘩𝘺𝘴𝘪𝘤𝘢𝘭 𝘈𝘐

Nobody wins the robot war by betting on one robot

You win by owning the software every robot has to run on. That is QNX

275 million vehicles already powered. Physical AI is next

Computing, rotary actuators, linear actuators, vision and sensors, connectivity, battery management, dexterous hands. Dozens of subsystems that all have to perceive, reason and move in perfect coordination, in real time, without a single missed beat. Everybody is staring at the hardware. The actuators, the LiDAR, the tactile sensors, the motors. That is the obvious part. The part almost nobody is pricing in is the layer that makes all of it actually work together. The software foundation. And that is exactly where BlackBerry sits

This is not the BlackBerry I threw threw in a drawer. That company is gone. What is left is QNX, a deterministic real time operating system that already runs inside more than 275 million vehicles on the road today. When your car brakes, steers or fires an airbag, there is a real chance QNX is the thing making sure that command executes on time, every time, with zero tolerance for failure. That is the entire game with physical AI. A chatbot can hallucinate and nobody dies. A 150 pound humanoid working next to a human cannot. Determinism and functional safety are not features here. They are the price of admission

And the market is finally waking up to what that means. QNX ran its own study across 1,000 robotics developers and the numbers tell the whole story

▫️ 89% said physical AI will be critical to their strategy over the next three years
▫️ 86% of teams currently running general purpose operating systems said they are open to switching platforms

The single biggest bottleneck they named was not hardware. It was software architecture and integration. Read that again. The robotics industry just told you the constraint on its own growth is the exact layer BlackBerry has spent two decades perfecting in the most unforgiving environment on earth, the automobile

We have watched this pattern before. A company spends years grinding on mission critical infrastructure that nobody talks about, builds an impossible to replace position, and then a new wave of demand crashes directly into the moat they already own. QNX did not pivot into robotics. Robotics walked into QNX. The same need for higher performance compute, more speed and certified safety that drove the software defined vehicle is now driving humanoids, industrial automation and autonomous machines

QNX President John Wall said it plainly. The general embedded market is showing the same demands they already mastered in automotive. They are not learning a new business. They are copying and pasting a proven one into a market that is 10 x larger

The fundamentals are confirming it. This is the part that separates a real thesis from a meme

▫️ QNX posted record quarterly revenue of $78.7M up 20% YoY with full year QNX revenue up 14%
▫️ Adjusted gross margin sat around 83%
▫️ The royalty backlog, the contracted future revenue already locked in, stands near $950M and it grew faster last year than the company even recognized on its income statement

That is the definition of accelerating. The CFO went on record at the Baird conference and called the turnaround complete, describing BlackBerry as a growth company now. Eight straight quarters of improving GAAP net income. Net cash on the balance sheet. Active share buybacks. This is no longer a cash burning story hoping for a miracle. It is a profitable software company with a moat, sitting on top of two structural megatrends at once

And the stock has noticed. Shares ran from under 4 dollars in April to roughly 10 dollars in a matter of weeks, hitting fresh 52 week highs. Some of that is momentum and noise, and anyone telling you it goes straight up from here is not being honest with you. There will be volatility. Earnings land June 25th and the market will want real growth, not just a narrative. But the narrative happens to be backed by real backlog, real margins and a real product that already powers a QNX driven humanoid demo on the show floor at Embedded World. Add the new Alloy platform, which management believes can multiply revenue per customer well beyond the old licensing model, and you start to see why the bulls cannot stop talking about it

Here is the framing that matters. Most people are trying to figure out which robotics hardware company wins. That is a brutal, capital heavy, winner take few fight. We would rather own the pick and shovel that gets sold to every single one of them regardless of who wins the form factor war. BlackBerry is not betting on a robot. It is betting that all of them need a safe, certified, real time brainstem to run on. The robotics wave is coming whether the market is ready or not

So the real question is not whether physical AI is the next trillion dollar frontier. It is who supplies the foundation when it arrives. Are you watching the right layer?

As always guys, DYOR

RR2 Capital

[Daniel Hull @hulldaniel67]

Time move the decimal to the right and keep the 8.0s