Canadian Tech Podcast
Canadian Tech Podcast
  • Видео 37
  • Просмотров 27 857

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
AOE4 - 2 Humans v 4 Hardest AIs
Просмотров 202 года назад
AOE4 - 2 Humans v 4 Hardest AIs
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)

Комментарии

  • @MrDee001
    @MrDee001 13 дней назад

    I mean, Fack Wells Fargo. Hopefully, they'll continue to lose money.

  • @benjaminr8229
    @benjaminr8229 16 дней назад

    There absolutely no evidence that Canadian investors are more “prudent”. You are just coping.

  • @treesverde
    @treesverde 16 дней назад

    i’m not even canadian but hearing you talk is very soothing! thanks for the great video and amazing explanations

  • @MartinezHernandez-wo2qm
    @MartinezHernandez-wo2qm Год назад

    Hola

  • @endeuinable
    @endeuinable Год назад

    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.

  • @endeuinable
    @endeuinable Год назад

    Thank you for putting this up so quickly. Very useful!

  • @gaurav_muley
    @gaurav_muley Год назад

    Gadget master is the man

  • @JulienDLauriers
    @JulienDLauriers Год назад

    Thanks you for the fast upload

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    27:30 Wrapping Cybersecurity into Automotive & other sectors.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    24:03 Breakdown of QNX revenue: 40% is pre-production; 60% is royalty.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    22:29 IVY POC phase recently. 1 of those POC customers was PATEO, with Dongfeng Motor as the OEM behind that.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    19:18 IVY

  • @aryanmaheshwari2613
    @aryanmaheshwari2613 Год назад

    God bless you man! Hoping to make money on this together with you!

  • @knp4356
    @knp4356 Год назад

    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

  • @endeuinable
    @endeuinable Год назад

    Thanks for following BB closely, it's a very useful channel.

  • @malarkey232
    @malarkey232 Год назад

    Thank you for always posting BB content

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    17:43 1st IVY design win incl. 2 products: 1) IVY & 2) Electra Vehicles' AI battery management solution - EVE-Ai

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    6:06 Next-gen QNX kernel is in early access; for >8 cores. 1st kernel update in 10 yrs.

    • @danielhull9079
      @danielhull9079 Год назад

      The Muon Kernel I cannot wait to see the impact.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    10:10 Ford Mach-E contains 4 QNX instances: cluster, infotainment, ADAS & Gateway

  • @jwkk28
    @jwkk28 Год назад

    Ask John Chen To resign

  • @knp4356
    @knp4356 Год назад

    what does he mean by aligned with future? @12:00 ? There is something bigger in future coming after Ivy? Anyone know?

  • @DailyGPT365
    @DailyGPT365 Год назад

    thank you for the video on Blackberry

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    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

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    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.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    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.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    *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.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    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.

    • @JulienDLauriers
      @JulienDLauriers Год назад

      That was one of their best explanation of what IVY's goal and value is

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    12:19 Recent design wins incl. BMW & VW.OS ➡BMW spent 7 years trying to safety certify Linux, before going with QNX for that.

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    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

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    19:21 QNX has more designs wins in dollar terms in H1 2022 than any full-year ever➡key highlight for me

  • @CanadianTechPodcast
    @CanadianTechPodcast Год назад

    25:12 GTM strategies for IVY other than moving IoT into its own Business Unit

  • @hytraaddxw3rs313
    @hytraaddxw3rs313 Год назад

    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

  • @Silentsamurai00
    @Silentsamurai00 Год назад

    There were sexual assault allegations regarding Mike D Scott at BlackBerry check articles online

  • @Silentsamurai00
    @Silentsamurai00 Год назад

    There were allegations of sexusl assault at BlackBerry

  • @Silentsamurai00
    @Silentsamurai00 Год назад

    There are allegations of sexual assault at BlackBerry

  • @hytraaddxw3rs313
    @hytraaddxw3rs313 Год назад

    chen is the worst CEO milking millions for himself in salary why revenue went to SHT fire this scumbag

  • @danielhull9079
    @danielhull9079 2 года назад

    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.

    • @CanadianTechPodcast
      @CanadianTechPodcast 2 года назад

      Nice! I'll check that out. MUON is next-gen of QNX & very important for them.

    • @danielhull9079
      @danielhull9079 2 года назад

      @@CanadianTechPodcast looks like the topic of presentation changed to "Automotive High-Performance Computing: Breaking the Back of Complexity"

  • @lostbruce
    @lostbruce 2 года назад

    Thanks!

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    8:25 Cyber: new logo wins by displacing legacy players & Kaspersky. Won medical customer after going head-to-head vs CRWD.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    7:05 IVY POCs with OEMs & Tier 1s. Apps ecosystem: battery management, predictive maintenance & user-based insurance.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    5:12 14 design wins: 9 in auto + 4 in GEM

  • @rosie7919
    @rosie7919 2 года назад

    Hmmm interesting

  • @knp4356
    @knp4356 2 года назад

    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.

  • @danielhull9079
    @danielhull9079 2 года назад

    Thanks for posting, couldn't find it.

    • @CanadianTechPodcast
      @CanadianTechPodcast 2 года назад

      Glad you like it! I initially missed this part (had only saw the Financial one).

    • @danielhull9079
      @danielhull9079 2 года назад

      @@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

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    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.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    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.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    3:11:45 Q&A: How does BB view Red Hat going into automotive (i.e. with GM).

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    2:45:33 IVY MVP version by end of year with complete breadth of features for OEMs to put into vehicles & ship.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    2:42:23 IVY momentum - design wins with Bosch & Pateo, plus POCs with several OEMs that they aren't allowed to reveal the logo.

  • @CanadianTechPodcast
    @CanadianTechPodcast 2 года назад

    2:35:25 Recap of IVY value proposition.