QNX

BlackBerry has transformed from a mobile hardware maker into a software company, focusing on critical software for automotive and secure communications. Its QNX operating system powers millions of vehicles and is crucial for “physical AI” applications like robotics. This strategic pivot has led to significant investor confidence, with its share price doubling this year and a substantial backlog of QNX orders.

BlackBerry is pivoting from its iconic phones to become a leader in physical AI, specifically robotics. Its safety-critical QNX operating system, already dominant in automotive, is now being expanded into industrial automation, automated warehouses, and medical devices. This strategic shift, focusing on specialized applications rather than humanoid robots, is driving significant growth and investor confidence, with the company citing a substantial backlog for QNX software in this burgeoning sector.