文章核心观点 - BlackBerry与HaleyTek AB合作推出了HaleyTek的通用汽车平台(GAP),这是一款先进的安卓汽车开发环境,可加快下一代车载信息娱乐系统的部署 [1][2] - HaleyTek AB是沃尔沃汽车的子公司,专注于开发基于安卓的车载信息娱乐系统,为沃尔沃汽车及其他客户(包括吉利集团)提供先进的软件解决方案 [1] - BlackBerry QNX正在将QNX Hypervisor for Safety和QNX Sound平台集成到GAP中,为OEM厂商提供软件定义音频(SDA)和VirtIO技术,以推进下一代车载系统的发展 [2] - 采用开放系统如VirtIO可实现硬件软件分离,提高云端开发优势,简化OEM定制集成工作,增强公司构建创新高效汽车生态系统的能力 [2] - BlackBerry QNX平台在汽车和通用嵌入式市场的快速采用正推动其物联网业务增长,第一财季物联网业务收入同比增长18%超出公司指引 [3] - BlackBerry近期获得多个QNX平台的重大设计wins,包括全球五大汽车制造商和领先电动车企业的选择 [3][4] 行业发展趋势 - QNX平台在全球轻型车产量中的渗透率预计将在2024年较2023年有所提升,同时车载系统越来越智能和软件定义,QNX平台的车载内容也将增加 [4] 公司表现 - BlackBerry目前评级为持有,过去一年股价下跌56.9%,低于子行业15.1%的增长 [5] - 同行业中,Manhattan Associates、ANSYS和Adobe等公司表现较好,获得买入或强烈买入评级 [6][7]

A former tech star is fading fast. Meanwhile, two smaller tech stocks are set to steal the show over the next five years.BlackBerry Limited (BB 1.29%) used to be a big deal. The Canadian giant of the early smartphone market once had an $83 billion market cap, generating as much as $20.6 billion of annual sales.Refocusing on cybersecurity services and connected-car software, BlackBerry enjoyed a brief recovery in 2019 and 2020. Unfortunately, BlackBerry's trailing sales are now down by 40% in five years and ...

文章核心观点 - BlackBerry公司最近的股价下跌低于大盘涨幅 [1] - 过去一个月BlackBerry公司股价下跌,低于行业和大盘涨幅 [2] - BlackBerry公司即将发布财报,预计每股收益同比增长75% [3] - 全年来看,BlackBerry公司预计每股收益和收入同比分别下降200%和28.72% [4] 公司相关 - 分析师对BlackBerry公司的预测有所变化,反映了对公司业务和盈利能力的看好 [5][6] - BlackBerry公司目前被评为Zacks Rank 3(Hold) [7] 行业相关 - BlackBerry所在的计算机软件行业属于计算机和技术行业,行业排名在前27% [8] - 行业排名靠前的行业整体表现优于排名靠后的行业 [9]

BlackBerry (BB) ended the recent trading session at $2.39, demonstrating a +1.7% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.97%. On the other hand, the Dow registered a gain of 0.58%, and the technology-centric Nasdaq increased by 1.39%.The the stock of cybersecurity software and services company has fallen by 2.89% in the past month, leading the Computer and Technology sector's loss of 5.36% and undershooting the S&P 500's loss of 1.85%.Analysts and inves ...

会议主要讨论的核心内容 BlackBerry的两大业务单元 - 公司专注于两大业务单元:物联网(IoT)和网络安全(Cybersecurity) [5][6][7] - IoT业务主要是QNX操作系统,为全球235百万辆汽车提供动力 [5] - 网络安全业务包括UEM、AtHoc、SecuSmart等安全通信产品,以及Cylance端点安全技术 [6][29][30] QNX业务的发展情况 - QNX业务的许可费用积压达8.15亿美元,是一个强劲的增长动力 [9] - QNX新产品SDP 8.0、QNX Sound和QNX Cloud获得客户好评,有助于提升每车平均收入 [21][22][23] - QNX业务除汽车领域外,在医疗设备、工业自动化等领域也有广阔的发展空间 [24][25][26] 网络安全业务的发展情况 - 公司将网络安全业务分为两大板块:安全通信和Cylance端点安全 [29][30] - SecuSmart软件加密产品拓展了新的应用场景,如银行高管等 [32][33][34][35] - UEM业务虽然有一定客户流失,但在政府和金融等领域仍保持优势 [36][37][38] - Cylance端点安全加强了EDR和MDR等功能,拓展了业务范围 [39][40][41] 公司整体经营情况 - 公司在过去9个月内大幅削减了1.25亿美元的成本 [8] - 现金流状况有所改善,季度现金流亏损从7500万美元降至1500万美元 [11] - 公司正专注于IoT和网络安全两大业务,设立独立的管理团队和治理结构 [12] 问答环节的重要提问和回答 QNX业务的关键指标 - QNX业务的关键指标是许可费用积压,过去两年一直以20%的年增长率增加 [19][20] - 随着汽车行业软件开发挑战逐步解决,QNX业务的许可费用积压将逐步转化为收入 [20] Cylance端点安全的发展 - Cylance在防御能力上一直很出色,但在EDR等功能上需要补强,现已推出相关产品 [40] - 公司还推出了MDR和按需MDR服务,可以覆盖不同厂商的端点设备 [40][41] 行业集中度风险 - 公司的Cylance产品不需要内核级访问权限,因此不会出现像CrowdStrike那样的全局性故障 [43][44][45] - 客户对单一供应商依赖的担忧正在增加,但转换端点安全供应商需要一定时间 [44]

BlackBerry Limited (NYSE:BB) KeyBanc Capital Markets 2024 Technology Leadership Forum August 6, 2024 12:30 PM ET Company Participants Tim Foote - Chief Financial Officer Nathan Jenniges - SVP & General Manager, Cybersecurity Products Conference Call Participants Eric Heath - KeyBanc Capital Eric Heath All right, Part number one. RKD and QBEX software research team covering security and data. I'm pleased to be joined by the newly appointed CFO of Blackberry division, [inaudible] and then Nathan Jen as well, ...

会议主要讨论的核心内容 公司概况 - 公司分为两大业务部门:物联网(QNX)和网络安全 [9][10][11] - QNX是公司最大的业务部门,在汽车等行业的安全认证和高性能软件领域处于领先地位 [9][10][11] - 网络安全业务包括Cylance端点安全、统一终端管理(UEM)、关键事件管理(AtHoc)和加密语音产品(Secusmart) [13] - 公司正在分拆这两大业务部门,以更好地管理不同的客户群和销售周期 [14] 网络安全业务发展 - 公司收购Cylance后在AI和机器学习方面的优势有所下降,需要持续投入以保持领先 [21][61] - 公司重点发展托管检测和响应(MDR)服务,以满足客户对安全外包的需求 [22][23][24][33][35][37][39][40][41] - 推出了MDR即服务产品,为客户提供灵活的安全服务选择 [40] - 推出了XDR(扩展检测和响应)产品,可以集成多家终端产品的数据,提供更全面的安全分析和管理 [43][44][45][46][47][48][49][50] - 在统一终端管理和关键事件管理等其他安全产品线也有较好的发展机会 [52][53][54] 成本优化和销售策略 - 公司通过精简产品线和外包服务等方式大幅降低了成本 [29][30][31] - 销售策略更加聚焦,集中资源发展重点业务和客户群 [68][69][70][71] - 加强渠道合作,优化间接销售 [72][73] 行业前景 - 网络安全行业整体预算较为稳定,但销售周期有所延长 [75][76][77] - 公司认为自身业务价值被市场低估,未来有较大的增值空间 [79][80][81]

The most recent trading session ended with BlackBerry (BB) standing at $2.16, reflecting no shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 1.04%. Meanwhile, the Dow gained 0.76%, and the Nasdaq, a tech-heavy index, added 1.03%.Coming into today, shares of the cybersecurity software and services company had lost 11.11% in the past month. In that same time, the Computer and Technology sector lost 13.91%, while the S&P 500 lost 6.74%.Analysts and investors alike ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

It has been about a month since the last earnings report for BlackBerry (BB) . Shares have lost about 1.6% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is BlackBerry due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. BlackBerry Q1 Earnings Beat EstimatesBlackBerry ...