The amount of alpha shared in the @BlackBerry call was incredible. Prior to AI, it was laborious to tease out information from these type calls to understand the bigger picture. CCap is socializing research on multiple larger partnerships/contracts discussed but not explicitly named to help form a broader analysis of future revenue and growth. Feel free to contribute and comment on the following if you like puzzles: To wit, These are the wins where BlackBerry described the counterparty's profile but withheld its identity: 1⃣Leading European automaker using Qualcomm Snapdragon SoCs. 2⃣Tier-1 supplier building a driver monitoring system for a Japanese OEM on Texas Instruments hardware. 3⃣Commercial vehicle OEM adopting SDP8. U.S. software developer supplying a major Asian OEM. 4⃣Leading semiconductor equipment manufacturer royalty commitment. 5⃣ China robotics exposure (page 14): An analyst noted a win there — "you have design win with OEM in that market" — and management discussed China exposure without naming the OEM.(CryptoCondom)