BlackBerry at TD Technology Conference - November 22, 2022

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 aggregates OS of all OEMs (GM, BMW, etc)
19:43 IVY design win announcement hopefully at CES; stated goal is next FY

[@CanadianTechPodcast]

*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]

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]

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

[@CanadianTechPodcast]

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

[@JulienDLauriers]

This is a big highlight for me