BlackBerry at Barclays Global Automotive and Mobility Tech Conference - November 30, 2022

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 consumer-facing software?
17:51 Question 5: Wind River & Green Hills; acquisition of Wind River by Aptiv
22:35 Question 6: GM & Red Hat's partnership - how that affects BB?
24:30 Question 7: Award wins like BMW & VW's CARID.
26:55 Question 8: IVY
31:11 Question 9: Revenue model of QNX in Automotive?

[@endeuinable]

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

[@CanadianTechPodcast]

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]

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]

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