公司概况 - BlackBerry是一家成立于1980年的公司，目前市值为6.24亿美元[2] QNX业务 - QNX的软件目前在全球超过2.35亿辆车上部署，与全球40多家汽车制造商合作，其中25家顶级电动汽车制造商中有24家在使用QNX[3] - OEMs面临的最大痛点是软件集成层，导致项目延期，他们希望有公司能提供一个硬件无关的平台，以便快速上市[9] - QNX正在努力向垂直方向扩展业务，提供更多的中间件解决方案，以解决OEMs的问题[21] - QNX推出了云增强解决方案，可以在云端创建数字孪生体，与车辆中的操作系统和虚拟机相同[24] - QNX的操作系统经过重大更新，现在支持高达64至128个核心的扩展，以未来证明产品的可持续性[38] - QNX推出了QNX Sound，为OEM提供了软件定义音频体验的机会，无需昂贵的硬件[42] - 软件定义音频带来成本降低和类似标准音频体验的好处[44] - 针对汽车制造商的节省金额可能在100到300美元范围内[46][48] 公司战略 - BlackBerry计划将IoT部门与网络安全分开，以降低成本[50] - BlackBerry计划在未来几年内削减5亿美元的成本[55] - IoT部门预计到2026年将实现3.4亿至3.7亿美元的收入，年增长率为20%[58] - BlackBerry预计IoT部门的毛利率为80%以上[58] - BlackBerry的订单 backlog 为6.4亿美元，是关键绩效指标[60] - BlackBerry预计网络安全部门的ARR将稳定，不再下降[68] - BlackBerry预计通过降低研发和G&A支出，将对营收产生显著影响[70] - BlackBerry的IVY中间件组件受到OEMs的兴趣，可能帮助缩小软件开发差距[81][85]

BlackBerry公司背景 - BlackBerry是一家成立于1980年代的公司，专注于成为全球领先的智能安全软件和服务提供商[1] - BlackBerry的QNX部门在车辆软件领域处于领先地位，其软件已经在全球超过2.35亿辆车上部署，与40多家汽车制造商合作[2] QNX部门技术优势 - OEMs开始意识到他们需要一个硬件无关的平台，以便快速上市，而QNX正是提供这样的解决方案[11] - QNX提供的云增强解决方案可以在云端创建数字孪生体，与车辆中的操作系统和虚拟机保持一致，这将是未来业务的重要组成部分[23] - QNX的容器化技术可以使工作负载在云端和车辆之间移动，同时保证安全认证，这是其他公司所没有的[30] - QNX推出了SDP 8.0重要更新，重写了内核以实现高性能和可扩展性，为未来多核处理器提供了支持[33] QNX部门产品优势 - QNX Sound提供了OEM提供软件定义音频体验的机会，无需昂贵的硬件[38][39] - QNX一直拥有声学组合，包括车载通信、声学回声消除、噪音抑制、引擎声音增强等[38] - 通过软件定义音频，可以实现成本降低和提供类似标准音频体验的好处[40] BlackBerry公司战略举措 - 分离IoT部门和网络安全部门的举措旨在提高效率和降低成本[45][46][47] - BlackBerry计划削减5亿美元的成本，预计将在未来几年实现正现金流[50][51] - IoT部门预计到2026年将实现20%的年增长率，具有良好的收入可见度[53][54][55] IVY中间件竞争 - IVY作为中间件组件，提供了标准化车辆信号数据的抽象，面临OEM自身开发的竞争[68][72] - OEM们逐渐意识到软件的重要性，可能会减少与公司之间的软件开发差距[74][77]

公司背景 - BlackBerry Limited宣布已全额偿还了截至2024年2月15日到期的1.75%可转换无担保债券的本金和利息[1] - BlackBerry是一家提供智能安全软件和服务的公司，总部位于加拿大Waterloo，利用人工智能和机器学习在网络安全、安全和数据隐私领域提供创新解决方案[2] - BlackBerry的愿景是确保一个可信赖的连接未来，致力于智能安全[2]

MUNICH, Feb. 14, 2024 /PRNewswire/ -- BlackBerry Limited today announced it is the first vendor to be cleared by the German Federal Office for Information Security, BSI, certification program for the use of BlackBerry® Unified Endpoint Management (UEM) for mobile device management (MDM) on Apple® iNDIGO (iOS Native Devices in Government Operations) devices. This enables government organizations to commence implementation of Apple iNDIGO projects to secure government data on employee iOS® devices. The BSI ha ...

裁员计划 - 黑莓公司宣布裁员，以提高盈利能力[1] - 裁员主要集中在网络安全业务部门[1] - 公司计划将物联网和网络安全业务分开运营，预计可降低运营成本[3] - 股票价格下跌，裁员措施可能无法带来真正的增长[4]

BlackBerry Ltd. said Monday that it plans to cut more jobs in its cybersecurity business as part of the company’s push toward profitability. The cuts are a major piece of BlackBerry’s BB, +0.36% ongoing plans to separate its Internet of Things and cybersecurity businesses as standalone divisions and reduce annual costs by about $50 million. The actions are largely focused on the cybersecurity business and approximately 200 layoffs that will generate annual savings of around $27 million. As part of the auste ...

Significant steps taken towards positive cashflow Company is targeting $100 million of annualized net profit improvements, through a combination of cost reductions and margin expansion. This is in addition to $50 million of annualized cost saving actions disclosed in prior quarter Actions to achieve approximately $55 million of the $100 million annualized target have been identified and are being implemented in the current quarter Company continues to expect sequential improvements to operating cash flow us ...

WATERLOO, ON, Feb. 9, 2024 /PRNewswire/ -- BlackBerry Limited (NYSE: BB; TSX: BB) today announced its participation at the following investor conferences: Wolfe Research Global Auto and Auto Tech Conference – Thursday, February 15, 2024, at 2:15pm ET John Wall, Senior Vice President and Head of BlackBerry QNX and Tim Foote, Chief Financial Officer, Cybersecurity Business Unit and Head of Investor Relations, will join Shreyas Patil, Wolfe Research, for a fireside chat. Register here for the live video stream ...

Director Prem Watsa to resign from Board WATERLOO, ON, Feb. 8, 2024 /PRNewswire/ -- BlackBerry Limited (NYSE: BB; TSX: BB) announced today that it has appointed IoT technology veteran Philip Brace to its board of directors, effective February 8, 2024. Mr. Brace will serve as a member of the Compensation, Nomination and Governance Committee of the Board. "We are delighted to welcome Phil to the BlackBerry board," said Dick Lynch, Board Chair. "Phil brings deep business acumen and a wealth of relevant experie ...

While meme stocks continue to exist, their heyday appears behind us. Many of the best-known meme stocks that ran up the most in 2021 at the peak of the last market frenzy are now a pale shadow of their former selves. They’re trading at a fraction of the price they were at when retail investors executed a coordinated short squeeze on the securities. Several meme stocks trading north of $100 per share are now penny stocks. Some have lost 99% of their value. It’s a sad outcome that resulted when the investors ...