BlackBerry Analyst Summit 2022 - General Session - May 18, 2022
HTML-код
- Опубликовано: 25 июл 2024
- 0:00 Intro video
2:05 Remarks by CEO John Chen
10:05 John Giamatteo, President of Cybersecurity
29:02 Shishir Singh, CTO of Cybersecurity
49:21 VP of Field Marketing, Cybersecurity
1:01:43 CRO of Cybersecurity
1:11:07 Pause while Q&A is set up
1:12:20 Cybersecurity Q&A
1:41:55 Video during intermission
1:44:59 Matthias, President of IoT
2:16:05 Grant Courville, VP of IoT
2:32:15 SVP, Corporate Development & COO, IoT
2:47:09 Intermission while Q&A is set up.
2:48:45 Q&A for IoT
3:07:40 Intermission while Q&A is set up
3:09:21 Q&A with CEO John Chen
2:01:20 Recap of QNX business cycle: when & where QNX gets revenue after a design win. BB gets revenue from customers still shipping products 15 years after a design win (i.e. Aerospace). This comes up as a question in Q&A of earnings calls regularly.
1:48:43 All-time record billable service hours beaten several times in latest FY. It's a leading indicator for this long-life business (i.e. similar to Bookings and Billings used as leading indicator).
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
1:52:09 QNX is now in 8 of top 10 medical device OEMs in the world.
God bless you man!
Hoping to make money on this together with you!
2:45:33 IVY MVP version by end of year with complete breadth of features for OEMs to put into vehicles & ship.
2:33:19 Opportunity of Software services for automotive OEMs. Examples from Mercedes, Stellantis, VW & BMW.
2:24:50 Next generation of QNX with Muon for next decade - heavy kernel optimization for networking, etc, to maximize performance & scalability. For next-gen silicon. Early release in Q3/Q4 2022.
29:02 Shishir Singh, CTO of Cybersecurity. He joined BB 5 months ago. He's also from McAfee (like John G)
1:09:22 Winning new logos in Cybersecurity via: 1) Channel & 2) Displacing legacy AV players including Kaspersky
2:42:23 IVY momentum - design wins with Bosch & Pateo, plus POCs with several OEMs that they aren't allowed to reveal the logo.
1:03:18 CyberOptics 3.0 EDR (stronger telemetry & remediation)
57:00 Cyber name change - now using Cylance branding (just like at time of the acquisition in 2019).
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.
3:11:45 Q&A: How does BB view Red Hat going into automotive (i.e. with GM).
2:35:25 Recap of IVY value proposition.
46:23 Gateway - flow-based analysis (don't need to decrypt traffic).
1:51:22 Ford will continue to use BB QNX (i.e. Hypervisor) even after they move to Android Automotive for Infotainment
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.
43:12 Zero Trust & ZTNA
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.
40:25 XDR