BlackBerry’s QNX Surpasses $1.2 Billion in Royalty Backlog on Strong Software Demand

BlackBerry Limited has announced that its QNX division has reached a record royalty backlog of more than $1.2 billion, marking an important milestone in the business’s growth.

The figure is more than $250 million, or 26%, higher than the approximately $950 million reported at the end of fiscal year 2026. The growth reflects increasing demand for QNX software, particularly its Software Development Platform 8.0, as well as the first design win for its new automotive operating system, Alloy Kore.

The growing use of QNX Software Development Platform 8.0 is creating new opportunities in advanced vehicle computing systems. As automakers move more vehicle functions onto powerful central computing platforms, QNX can support multiple software systems within a single vehicle, potentially increasing the software content and royalty revenue it earns per vehicle.

QNX is also working with several major global automakers and Tier 1 suppliers as they evaluate and develop products using its platform.

“Exceeding $1.2 billion in royalty backlog is an important milestone for BlackBerry and compelling evidence of the momentum we are building at QNX,” said John Giamatteo, Chief Executive Officer, BlackBerry. “In just two quarters, our backlog has grown by more than $250 million from the approximately $950 million we previously reported, reflecting strong demand for our foundational software and the impact of our next generation of products. The growing adoption of SDP 8.0 and the commercial validation of Alloy Kore demonstrate that our strategy is working, expanding our opportunity and increasing the value of QNX software content within each vehicle.”

“The increase in our royalty backlog reflects an important evolution in both the breadth and value of QNX’s customer relationships,” said John Wall, President, QNX. “Customers are increasingly adopting SDP 8.0 for the high-performance compute architectures at the centre of Software-Defined Vehicles, while our first Alloy Kore design win demonstrates the potential to extend QNX’s position further up the software stack. We are also applying our proven foundational software capabilities to General Embedded Markets and emerging Physical AI applications, where safety, security and reliability are critical. We believe the momentum across these growth opportunities creates a strong foundation for QNX’s continued expansion.”

About BlackBerry

BlackBerry (NYSE: BB)(TSX: BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company’s high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.

About QNX

QNX, a division of BlackBerry Limited (NYSE: BB; TSX: BB), provides the trusted foundation that software-defined and physical AI systems depend on to operate safely and predictably in the real world. For nearly half a century, QNX has powered safety-critical applications where failure is not an option. The business leads the way in delivering safe and secure operating systems, hypervisors, middleware, solutions, and development tools, along with the support and services delivered by trusted embedded software experts. Today, QNX technology underpins hundreds of millions of vehicles on the road and a wide range of mission-critical systems across industrial controls, robotics, medical devices, commercial transportation, rail, and aerospace and defense. QNX is headquartered in Ottawa, Canada. Learn more at qnx.software.

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