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Canadian Tech Podcast
Добавлен 6 окт 2011
Podcast on Canadian Tech & Silicon Valley
Deciem, Estee Lauder & Northvolt - Canadian Tech News - Week of July 6, 2024
Topics Discussed:
Deciem, Estee Lauder & Northvolt
Caisse, IMCO, CPPIB & OMERS
Deciem, Estee Lauder & Northvolt
Caisse, IMCO, CPPIB & OMERS
Просмотров: 15
Видео
Which Canadian tech companies are most likely to go public next?
Просмотров 544 часа назад
Topics Discussed: 1Password, Hopper Nuvei, Advent International, Ryan Reynolds, General Assembly, Piano Piano Caisse, IMCO, CPPIB & OMERS
Do Canadian VCs Lead (or even Invest) in Pre-Seed & Seed Rounds in 2024?
Просмотров 3221 час назад
Editor's Note: Deal count shown for Real Ventures is since Jan 2023 (not Jan 2024). Topic Discussed: Pre-Seed & Seed Rounds in Canada in 2024 GenAI startups CVCA Q1 Report Startups: CentML, Ability Biologics, Composer, PayShepherd Funds: Real Ventures, Golden Ventures, BDC Capital, iNovia, Radical Ventures, Mistral, Yaletown Partners, Two Small Fish Ventures
Is SaaS Dead? And Why Are Canadian Stocks Underperforming the U.S.?
Просмотров 4514 дней назад
Topics Discussed: Nvidia, Super Micro, Broadcom & Dell. SaaS (Software as a Service). Nasdaq vs S&P 500 vs TSX. Shopify.
When a FinTech Blows Up & Customer Deposits Vanish
Просмотров 55814 дней назад
Topics Discussed: Bilt, Synapse, Wealthsimple, Neo Financial & Borrowell Editor Note: FHSA introduced in 2022 WSJ Article: www.wsj.com/finance/banking/wells-fargo-credit-card-rent-rewards-8e380852 Andrew Ross Sorkin Interview: x.com/pitdesi/status/1802345569073143850 CNBC on Synapse collapse & Yotta's missing funds: www.cnbc.com/2024/06/21/synapse-collapse-nearly-109m-in-yotta-customer-deposits...
Collision, Cohere & BDC Capital - Canadian Tech News - Week of June 17, 2024
Просмотров 2214 дней назад
Topics Discussed: Cohere's US$450 million Series D McRock's C$111 million Fund III Northleaf & Kensington VCCI Funds Copperleaf acquired by IFS BDC Capital Collision TD Innovation Partners Waabi's C$275 million Series B
BlackBerry Analyst Summit 2023 - General Session - May 17th, 2023
Просмотров 3,3 тыс.Год назад
0:00 Safe Harbor Statement 0:13 Video 3:16 CEO John Chen 15:27 President of Cyber John Giamatteo 42:50 MSP Partner Guest with John Giametteo 48:40 John John Giamatteo, President of Cyber - Continued 58:03 Cyber Q&A Panel 1:24:26 President of IoT Mattias Eriksson 1:54:39 John Wall, SVP of QNX 2:12:15 Vito Giallorenzo, SVP & GM of IVY 2:24:23 QNX Q&A Panel 2:53:05 Financial Session with CFO
BlackBerry Q4 & Full Fiscal Year 2023 Earnings Call - March 30, 2023
Просмотров 315Год назад
0:00 Operator 0:34 IR 3:01 CEO John Chen 18:02 CFO 21:34 CEO Recap 22:52 Q&A
BlackBerry at Wolfe Research Global Auto, Auto Tech, and Mobility Conference - February 16, 2023
Просмотров 308Год назад
BlackBerry at Wolfe Research Global Auto, Auto Tech, and Mobility Conference - February 16, 2023
BlackBerry at Baird 2023 Vehicle Technology & Mobility Conference - February 15, 2023
Просмотров 267Год назад
BlackBerry at Baird 2023 Vehicle Technology & Mobility Conference - February 15, 2023
BlackBerry at CES 2023 - Investor Q&A - Jan 6, 2023
Просмотров 6 тыс.Год назад
BlackBerry at CES 2023 - Investor Q&A - Jan 6, 2023
BlackBerry at Credit Suisse 26th Annual Technology Conference - November 29, 2022
Просмотров 523Год назад
BlackBerry at Credit Suisse 26th Annual Technology Conference - November 29, 2022
BlackBerry at Barclays Global Automotive and Mobility Tech Conference - November 30, 2022
Просмотров 455Год назад
0:00 Intro 0:27 BB IoT/QNX 2:03 BB QNX in Automotive 2:43 QNX progress in past 12 months 6:29 Q&A 6:42 Question 1: Typical software stack in Automotive? 9:15 BB competitors in Automotive 11:33 Question 2: Are we still very early in software trend in Automotive? 12:47 Question 3: Involvement of OEMs in Automotive software? i.e. VW? 16:15 Question 4: BB focuses on plumbing, while OEMs focus on co...
BlackBerry at TD Technology Conference - November 22, 2022
Просмотров 691Год назад
0:00 Intro 2:45 40% of QNX revenue is pre-production phase 3:05 60% of QNX revenue is production (royalty revenue) 4:51 Trend of increasing ASP for QNX 6:20 Competitors after Aptiv's acquisition of Wind River 7:36 Biggest competitor is Linux 8:09 Hypervisor explainer 9:33 Why Android & Apple can't do safety certification 12:19 Recent design wins incl. BMW & VW.OS 17:48 $BB IVY 18:19 IVY aggrega...
BlackBerry at RBC Capital Markets Global TIMT Conference - November 15, 2022
Просмотров 426Год назад
0:00 Paul Trieber Intro 3:25 BB QNX vs Apple & Android 5:00 QNX Advanced Virtualization & Hypervisor 7:45 QNX revenue per vehicle 8:45 Design Wins with BMW & Volvo are for Foundational Software➡️move upmarket vs Infotainment 10:30 OEMs on building in-house vs partnering 12:40 IVY 14:55 Software-Defined Vehicle 19:23 More designs wins in dollar terms in H1 2022 than any full-year ever 19:57 How ...
BlackBerry Security Summit 2022 - October 27, 2022
Просмотров 1,1 тыс.Год назад
BlackBerry Security Summit 2022 - October 27, 2022
BlackBerry FY 2023 Q1 Earnings Call - June 23, 2022
Просмотров 2192 года назад
BlackBerry FY 2023 Q1 Earnings Call - June 23, 2022
BlackBerry Analyst Summit 2022 - General Session - May 18, 2022
Просмотров 2,1 тыс.2 года назад
BlackBerry Analyst Summit 2022 - General Session - May 18, 2022
BlackBerry Analyst Summit 2022 - Financial Presentation - May 18, 2022
Просмотров 9072 года назад
BlackBerry Analyst Summit 2022 - Financial Presentation - May 18, 2022
BlackBerry Retail Investor Q&A - May 4th, 2022
Просмотров 1,5 тыс.2 года назад
BlackBerry Retail Investor Q&A - May 4th, 2022
BlackBerry - FY2022 and Q4 Earnings - March 31, 2022
Просмотров 8962 года назад
BlackBerry - FY2022 and Q4 Earnings - March 31, 2022
MDA - Q4 2021 Earnings Call - March 17, 2022
Просмотров 472 года назад
MDA - Q4 2021 Earnings Call - March 17, 2022
BlackBerry at Scotiabank TMT Conference - March 8, 2022
Просмотров 7822 года назад
BlackBerry at Scotiabank TMT Conference - March 8, 2022
Roku Q4 2021 Earnings Call - February 17th, 2022
Просмотров 642 года назад
Roku Q4 2021 Earnings Call - February 17th, 2022
JFrog Q4 FY2021 Earnings Call - February 10th, 2022
Просмотров 722 года назад
JFrog Q4 FY2021 Earnings Call - February 10th, 2022
Corsair Gaming (CRSR) Q4 and Full Year 2021 Earnings Call - February 8th, 2022
Просмотров 2262 года назад
Corsair Gaming (CRSR) Q4 and Full Year 2021 Earnings Call - February 8th, 2022
Lightspeed Commerce (LSPD) Fiscal Q3 2022 Earnings Call - February 3rd, 2022
Просмотров 2562 года назад
Lightspeed Commerce (LSPD) Fiscal Q3 2022 Earnings Call - February 3rd, 2022
AMD Fiscal Q4 and FY2021 Earnings Call - Feb 1, 2022
Просмотров 332 года назад
AMD Fiscal Q4 and FY2021 Earnings Call - Feb 1, 2022
AOE4 - 2 Humans v 4 AIs (2 Hardest AIs + 2 Hard AIs)
Просмотров 192 года назад
AOE4 - 2 Humans v 4 AIs (2 Hardest AIs 2 Hard AIs)
I mean, Fack Wells Fargo. Hopefully, they'll continue to lose money.
There absolutely no evidence that Canadian investors are more “prudent”. You are just coping.
i’m not even canadian but hearing you talk is very soothing! thanks for the great video and amazing explanations
Thank you! I appreciate it!
Hola
The president of IoT is so much better than the president of Cyber security when it comes to presentations. I thought that John Giamatteo's talk was just a bunch of platitudes and buzzwords. Executives showing slides with nothing other than 3 words in large font should get their bonus scheme cancelled on the spot.
Thank you for putting this up so quickly. Very useful!
Gadget master is the man
Thanks you for the fast upload
27:30 Wrapping Cybersecurity into Automotive & other sectors.
24:03 Breakdown of QNX revenue: 40% is pre-production; 60% is royalty.
22:29 IVY POC phase recently. 1 of those POC customers was PATEO, with Dongfeng Motor as the OEM behind that.
19:18 IVY
God bless you man! Hoping to make money on this together with you!
The cyber head for bb seems to be a weak guy. He’s been there for a while and still the projection until 2027 is so weak! Why does bb get these losers from these dying companies like mcaffee. There is a reason he stuck by his old job because he was useless
Thanks for following BB closely, it's a very useful channel.
Thank you for always posting BB content
17:43 1st IVY design win incl. 2 products: 1) IVY & 2) Electra Vehicles' AI battery management solution - EVE-Ai
6:06 Next-gen QNX kernel is in early access; for >8 cores. 1st kernel update in 10 yrs.
The Muon Kernel I cannot wait to see the impact.
10:10 Ford Mach-E contains 4 QNX instances: cluster, infotainment, ADAS & Gateway
Ask John Chen To resign
what does he mean by aligned with future? @12:00 ? There is something bigger in future coming after Ivy? Anyone know?
thank you for the video on Blackberry
22:35 GM & Red Hat's partnership - how it affects $BB. They want to go to ASIL-B, which isn't enough because need ASIL-D. When one branches Open Source software, lose benefits of Open Source. ➡Important for investors; PR from May: www.redhat.com/en/about/press-releases/red-hat-and-general-motors-collaborate-trailblaze-future-software-defined-vehicles
25:30 BB QNX is in more stacks than BB can announce, based on the fact that BB has had more design wins in first 6 months of 2022 than any full-year ever.
18:30 Wind River & Green Hills are BB competitors, but not directly in Automotive, but mostly outside Automotive (i.e. GEM). For example, Wind River is very strong in Telecom and Aerospace & Defence.
*Combine what John Wall says starting at 19:43, plus what Mattias Eriksson said at the RBC conference on the 15th ➡Sounds like BB will be making an IVY design win announcement at CES in Jan.
18:19 IVY aggregates OS of all OEMs (GM, BMW, etc) ➡makes it much easier for developers to build 1 app in 1 language that works across all OEMs.
That was one of their best explanation of what IVY's goal and value is
12:19 Recent design wins incl. BMW & VW.OS ➡BMW spent 7 years trying to safety certify Linux, before going with QNX for that.
This is a big highlight for me
15:28 Timing of IVY design wins - BB aiming to announce IVY design wins at CES in January➡key for investors to keep in mind
19:21 QNX has more designs wins in dollar terms in H1 2022 than any full-year ever➡key highlight for me
25:12 GTM strategies for IVY other than moving IoT into its own Business Unit
this chen destroyed a billion dollar company FAILED AS A PHONE COMPANY FAILED AS CYBER COMPANY BUT SALARY WISE HES MAKING MILLIONS HES NOTHING BUT A bull SHTER
There were sexual assault allegations regarding Mike D Scott at BlackBerry check articles online
There were allegations of sexusl assault at BlackBerry
There are allegations of sexual assault at BlackBerry
chen is the worst CEO milking millions for himself in salary why revenue went to SHT fire this scumbag
Cannot wait for the Automobil Electrik Kongress conference on June 28,29 and John Wall Presentation on MUON tech. Maybe some talk on the new kernel as well possible I hope.
Nice! I'll check that out. MUON is next-gen of QNX & very important for them.
@@CanadianTechPodcast looks like the topic of presentation changed to "Automotive High-Performance Computing: Breaking the Back of Complexity"
Thanks!
8:25 Cyber: new logo wins by displacing legacy players & Kaspersky. Won medical customer after going head-to-head vs CRWD.
7:05 IVY POCs with OEMs & Tier 1s. Apps ecosystem: battery management, predictive maintenance & user-based insurance.
5:12 14 design wins: 9 in auto + 4 in GEM
Hmmm interesting
Based on their release of 5 year financial prediction , it looks like Chen is looking for a buyer. Aws or msft could be a likely suited, north of $15 billion by end of 2022 based on my gut feeling. Microsoft needs cylance and the iot portfolio bb has, especially the car space. Microsoft will rule iot and cyber. I doubt Tesla would buy bb since they don’t want the iot business.
Thanks for posting, couldn't find it.
Glad you like it! I initially missed this part (had only saw the Financial one).
@@CanadianTechPodcast The next video presentation I would like to listen to is the presentation by QNX's John Wall in Germany on June 29th. Muon Tech could be huge in milli-sec scale. www.automobil-elektronik-kongress.de/wp-content/uploads/2022/05/53ee20b287f4154c4eb55920f8ae4a7e.pdf
3:33:25 Q&A: Believe market is moving towards EPP because it's lower cost to prevent intrusion than to fix it afterwards. Cylance's historical strength is in EPP, so it should see higher growth going forward.
3:21:15 Q&A: Convergence of QNX & Cylance. Predicts that major players that only have 1 of the 2 pieces will acquire the other piece.
3:11:45 Q&A: How does BB view Red Hat going into automotive (i.e. with GM).
2:45:33 IVY MVP version by end of year with complete breadth of features for OEMs to put into vehicles & ship.
2:42:23 IVY momentum - design wins with Bosch & Pateo, plus POCs with several OEMs that they aren't allowed to reveal the logo.
2:35:25 Recap of IVY value proposition.