$BB DD Coles notes – incoming #BBWeek/ #BBYear/ $BBDecade

  • They are no longer in the mobile phone hardware business. There is a 5G BB phone being launched this year but BB isn't building it, they are just getting royalties on licensing. πŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’Έ
  • They've been focusing on transformation for the last 8 years (which CEO John Chen is renowned for doing).
  • BB is now ready for growth and are starting to market their products. πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€
  • Watch this video from this year's Needham virtual technology & media conference to hear Tom Eacobacci's insight into how they will market their products https://youtu.be/Ik7hYuH8sS4
  • Patent won a major lawsuit against facebook late last year that shareholders were speculating was worth over a billion dollars. πŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’Έ
    • Blackberry released news that they reached a confidential settlement with Facebook.
    • On the last earnings call, Chen indicated that they didn’t collect any patent royalties that quarter because they are in negotiations with a large north American company to buy their patents related to mobile phone tech they no longer use.
    • Speculation is that this sale will be worth billions.
    • This news should be coming out soon. Could it come pre earnings in June or during earnings call? Who knows but its gotta come soon.
    • If it is in fact billions, this will be great for shareholder value and Chen indicated it will allow then to invest further in their growing blackberry.
  • Products
    • QNX: πŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’Έ
      • #1 automotive embedded OS
      • Most secure embedded OS
      • Used in over 175MM vehicles, heavy machinery medical systems, droids and many other connected devices.
      • Automakers using QNX: GM, Hyundai, Cadillac, Chevrolet, Buick, Chrysler, Porsche, Skoda, Bugatti, Lamborghini, Bentley, Holden, Land Rover, BMW, Mini, Honda, Acura, Nissan, Ford, Mercedes, Saab ,Xpeng, Mitsubishi, Mazda, Toyota, Jeep, Volkswagen, Audi, Kia, Renault, Nissan, Mitsubishi, Fiat, Lexus, Jaguar, Plus.AI, Peterbilt, Subary, Byton, Peugeot, LUCID, Daimler, FCA, NIO, SsangYong, Suzuki, Chery, Volvo, Scania. This list is only for the auto industry.
      • There are many other companies and OEMs using QNX like Nvidia, Baidu, Space X, International space station, US military, Intel & many more.
    • IVY – Scalable, cloud-connected software platform that will allow automakers to provide a consistent and secure way to read vehicle sensor data, normalize it, and create actionable insights from that data both locally in the vehicle and in the cloud. πŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’Έ
      • Scheduled to launch later this year, it's been in development for years in partnership with Amazon
      • Ivy has design wins with 23 of the 25 EV companies already and if you look at page 13 of the following deck (https://www.blackberry.com/us/en/pdfviewer?file=/content/dam/bbcomv4/blackberry-com/en/company/investors/BBAS-2021-Presentations.pdf), you'll see a preview of companies that are already integrating with IVY. This entire deck is worth a read.
      • IVY will also bring recurring monthly revenue as opposed to the one-atime license fee that QNX generates. Chen has also indicated that IVY will evolve into supporting smart cities. If you estimate $10-$15/month for recurring revenue, that will bring in billions a quarter based on how many customers they have which can easily make this stock worth hundreds per share in my opinion but use your own judgement. πŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’Έ
      • App stoe in your car πŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’Έ
      • Blackberry recently announced a $50 million fund to help developers build apps for the IVY platform.
    • Other products πŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’Έ
      • Blackberry Alert – critical event management
      • Blackberry protect – Endpoint protection
      • Blackberry Persona – Behaviour and risk analytics
      • Blackberry Optics – thread detection & response
      • Blackberry Gateway – network security and analytics
      • BlackBerry UEM – Endpoint control and management
    • I didn’t dig into each of those but don’t downplay them, each and every one of those offerings are worth researching and will contribute greatly to BB’s success.
  • $BB are leaders when it comes to patents owned relating to AI/ML Cyber Security with 63% of patents. Next up is Carbon black with only 26% of patents. Crowdstrike only has 11%. πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯
  • $BB has government security certifications that no one else has obtained. (ex: NSA, CSfC, DoDIN and FedRAMP)
  • All 7 of the G7 Governments are Blackberry customers.
  • 18 of the G20 governments are Blackberry customers and I'm not talking about phones here.
  • jMost of the world’s top banks are blackberry customers

These are only a few reasons why their future looks bright but there are many more.πŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’ΈπŸ”₯πŸš€πŸŒ•πŸ’Έ

#BBWeek/ #BBYear/ $BBDecade

Disclaimer: I'm not a professional advisor, just another ape expressing my opinions. Don't invest based on my DD.

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