CryptoCondom|5月 24, 2026 00:21
The @blackberry CFO Tim Foote leaked earnings alpha at the CIBC Technology & Innovation Conference 2026 two days ago on May 21, 2026.
He & John Wall (President of BlackBerry’s QNX Division) discussed the company’s QNX royalty backlog.
Verbatim, he stated: “And this past year, we put in twice as much as we took out.”
This refers to adding/contributing significantly more new commitments to the QNX backlog than what the backlog currently stands at ($950m). I think this is a preview of BB earnings on 6/23/26 where we are likely to see a sig EPS beat again thanks to strong growth in its QNX and IoT divisions again. Worth watching.
Source transcript: https://seekingalpha.com/article/4907732-blackberry-limited-bb-ca-presents-at-cibc-technology-and-innovation-conference-2026(CryptoCondom)
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