Great interview with CEO of WeRide - — the Nasdaq and Hong Kong dual-listed operator behind robotaxis, robobuses, robovans, robosweepers and a fast-growing ADAS business.
They are built on QNX and breaking even after 9 years...
There is a guy (Benny) over on the other board who says that BB operates as a sovereign entity vendor masquerading as a public commercial tech 😄
His summary is as follows
Bottom Line: BB operates as a sovereign entity vendor masquerading as a public commercial tech stock. The security certifications they hold cannot be replicated. When mass digital automation demands absolute control, BlackBerry holds the keys.
QNX on fire is a good lead to solid Q2 revenues. I expect Q2 numbers to cross $80M.
If Q3 forecast says $80M+, I am sure they will exceed $90M...and a $100M+ number for Q4 should get the stock past $30 which BB has been aiming for since Chen days...
BB set to benefit if this becomes mandatory across the planet...
V2V communication enables nearby vehicles to exchange real-time information, including their speed, position, direction, acceleration, etc.
This information can provide advance warnings to drivers or vehicle systems in safety-critical situations, including sudden braking, forward-collision risk, unsafe lane changes and the approach of emergency vehicles.
Good click bait headline but is the revenge playing out this year 😄
It was good to see JG coming on with Kramer to reassure investors. We need this when there is zero news cycle between earnings call.
There was no reason to go from 5+ to 3 in March when the Q4 forecast had already been provided. The scumbags on wall street and bay street are out to fleece retail...
Lets keep the media engaged and the PR flowing. This is a $30 stock before the end of the year, and maybe more...
Ideally, I should be happy as a long term holder but these guys are the most dysfunctional group...not really sure if there are any humans managing Zacks...its a bunch of bots generating random junk messages, and Yahoo gives them top shelf visibility...
Did a good job in my view. Looks much more confident and self assured. Still not as fluent as JW when it comes to QNX but has the executive presence that is needed. Hair makeover is working, not the slick black hair Italian style anymore...
Good questions from the Bloomberg gals on QNX and market opportunities. Nothing new for us here but very good for the broader investor community if they are not familiar with BB/QNX. The opportunities are mind boggling and Bloomberg gets it!
Do not see much interest in SC from the investors.
Reposting Brian's article from Substack...he does a great job analyzing the market, trends, growth drivers, competitive analysis and stock impact...very good read, and I agree with all his points
Even the most bullish analyst could not predict the Q3 revenue growth for Micron. BB is in for a rocking Thursday!