Overview
- BlackBerry shares rallied after Monday’s Hannover Messe announcement, gaining about 13% in regular trading with an extra bump after hours.
- QNX said its real-time QNX OS for Safety 8.0 will run on NVIDIA’s IGX Thor platform with the Halos Safety Stack, giving developers a certified base for robots, medical devices, and industrial systems.
- BlackBerry also confirmed an automotive win as Leapmotor chose QNX 8 OS and QNX 8 Hypervisor for its D19 electric SUV.
- The company highlighted longer-term visibility with a royalty backlog near $950 million, following an April 9 earnings beat that showed rising QNX momentum.
- Analysts cautioned that safety approvals and testing can delay revenue to 2028–2029, while trading signals look stretched with an overbought relative strength index, a premium P/E, about $260,000 in recent insider sales, and a lagging cybersecurity unit.