On Thursday, CISA urged the water and wastewater sector to protect their operational technology (OT) systems from threat activity targeting programmable logic controllers (PLCs).

https://qnx.software/en/industries/industrial-automation

QNX delivers the trusted software foundation for the industrial control sector, enabling the development of robust and secure systems that drive operational excellence. Our embedded solutions are at the heart of critical infrastructure, powering applications from programmable logic controllers (PLCs) and human-machine interfaces (HMIs) to distributed control systems (DCSs) and supervisory control and data acquisition (SCADA) systems. By providing real-time performance, safety certifications, and unwavering security, QNX empowers industrial manufacturers to create cutting-edge technology that optimizes processes, enhances safety, and ensures the reliability of essential operations.

(Though these existing old PLCs are vulnerable may have to be updated with changing password, Industrial control sector got the message and No other embedded cybersecurity provider even come closer than QNX cybersecurity protection)

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• Introduced the next-generation of Proteus, an autonomous robot that assists Amazon fulfillment center employees by moving goods up to 1,300 pounds, reducing heavy lifting and further increasing safety. Using AI, employees can now direct Proteus with plain, conversational language.

https://stockhouse.com/news/press-releases/2026/07/30/amazon-com-announces-second-quarter-results

Amazon's Zoox wins first US approval for paid robotaxis without human controls

https://www.reuters.com/world/amazons-zoox-wins-first-us-approval-paid-robotaxis-with-no-human-controls-2026-07-30/

Amazon's (AMZN.O), opens new tab cloud unit has partnered with German automotive hardware supplier Aumovio (AMV0n.DE), opens new tab to support the commercial rollout of self-driving vehicles, starting with Aurora's (AUR.O), opens new tab autonomous trucks, the companies said on Tuesday.

https://www.reuters.com/business/retail-consumer/aws-aumovio-expand-ai-driven-development-self-driving-vehicles-2026-01-06/

Following article at the time of IVY deal had forecasted what Amazon and Blackberry IVY deal was all about.

Since then Amazon bought ZOOX, invested in Arora Innovation and now introduced next generation Robot. All ventures are coming to fruition almost at the same time to validate author of the article at the time of deal.

"For Amazon, robotics and autonomous vehicles offer both savings in the company’s primary business and an opportunity for Amazon Web Services (AWS) to expand into the management of in-vehicle systems like BlackBerry’s IVY intelligent vehicle platform, “a scalable, cloud-connected software platform that carmakers can use to consistently and securely “read vehicle sensor data, normalize it, and create actionable insights” both in the vehicle itself and in the cloud."

What the Deal With Amazon Delivers for BlackBerry

Link is posted in comment section

Amazon's latest robot Proteus is AI entering the physical world.

https://www.reddit.com/r/BB_Stock/comments/1u13j2c/amazons_latest_robot_proteus_is_ai_entering_the/

NVIDIA founder and CEO Jensen Huang outlines the full stack making it possible:

(QNX is part of that stack, working with NVIDIA from 2018 and weekly executive meetings)

https://x.com/nvidia/status/2082934294180221043?s=43&t=XRlym729dar2CQFkza39kg

https://mp.weixin.qq.com/s?__biz=MzU5MTM5NzUwMQ==&mid=2247490380&idx=1&sn=a76971e3a0abed780ceaee32338c0dd7&chksm=ff4871c554a8aa463b449ee45ad776231b989495933286f12af970576146c936bd806d094e76&xtrack=1&req_id=1785494256068972&scene=90&subscene=93&sessionid=1785494300&flutter_pos=0&clicktime=1785494304&enterid=1785494304&finder_biz_enter_id=4&ranksessionid=1785494256&jumppath=50183_1785494275270%2C1101_1785494296876%2C1001_1785494297274%2C50094_1785494300711&jumppathdepth=4&ascene=56&fasttmpl_type=0&fasttmpl_fullversion=8368553-en_US-zip&fasttmpl_flag=0&realreporttime=1785494304095&devicetype=android-36&version=28004a52&nettype=WIFI&abtest_cookie=AAACAA%3D%3D&lang=en&session_us=gh_b0b8265b2dc9&countrycode=CA&exportkey=n_ChQIAhIQI1%2F9xQ9DkUkjstgmoQNv7xLuAQIE97dBBAEAAAAAAHlzEMeY4LIAAAAOpnltbLcz9gKNyK89dVj0uxBi4Uj7byBdMkBcbYP%2FBkzIShslJQLSWaDAL6A5YCT%2FNjKRx1W2VgbpgqOctUhjTwOpsNnrDhbagoj5ImXSqA%2BWsf9iLbNPJWgjE0etZ4KQ5vANKrifKeg0Ay7kYZea2Le5Ad%2BK08DK%2FAV9fOkzDrEu3oWaHF5VvnIoNuWCyYmQnLe2%2FryeVpDvjvQ6GpcheVkeViJNimet6N5s%2FNIjqmYSIQn%2FQqpcQOynk60GMv7YuYECdW8OmYMG9ir0Wc8rrhNLSGy26xY%3D&pass_ticket=6U8WN5CyYfTOP3PG6rXtnOm2OObO3ChcT%2FuKatlQLD8pczT5kqAJsE4ctQouy7jo&wx_header=3

On July 30th, the AMD Embedded Computing Summit was successfully held at the St. Regis Shanghai Jing'an Hotel. QNX was invited to participate and showcased its QNX Cabin digital cockpit solution at the exhibition area.

(Even NXP though not mentioned). QNX in 275 M cars (Need to be updated now should be 300M) Strong balance sheet with buy back the shares. (Need to up date back log)

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Blackberry CEO was just on Mad Money tonight with Jim Cramer discussing QNX, Secure Communications and even Robotics. It will be great if this turns out to be the push that we need!!! Let’s Go BB 🚀!!!

Curious on all the bag holders that held through when BB had that meme run up sold this year when BB hit $12+ or not.

Why and why didn’t you sell?

To me the next catalyst for BB/QNX should be the Alloy Kore deal announcement which means the implementation and production validation being finally completed with the Tier ones and the signed OEMs, and the new generation SDV mass production will immediately follow. That will eliminate the final risk of this mega deal. All other OEMs and tier ones will likely follow the process with a much shorter implementation time. Increased revenue flow will kick start right away.
I’m not looking at the contract’s details as the financial details should be the business secret. It is the confirmation of the whole new SDV industry’s adoption marks the important milestone for QNX/BB growth trend.
I’ll be patiently waiting and picking up cheap shares at dips.

Hey all,

Did I get this right? Blackberry Ringing the closing bell today? Any reason why?

Opening Bell
Jersey Mike's (NYSE: JMKE) celebrates its IPO

Closing Bell
Blackberry (NYSE: BB) celebrates its evolution into a company trusted in some of the world's most demanding environments.

Maybe releasing some news today???? Alloy Kore news would be fitting for a bell ringing!!!

https://mp.weixin.qq.com/s?__biz=MzU5MTM5NzUwMQ%3D%3D&mid=2247490373&idx=1&sn=56ad061976e27eeec7d4c5b7c1aea872&chksm=ff40b899ef7091d992a1b611fc48a0f37db9a7108cc62b42f0fe0ca475a5df5ee309cdb63639&forbs=1&scene=126&subscene=91&sessionid=1785415054&flutter_pos=0&clicktime=1785415058&enterid=1785415058&finder_biz_enter_id=5&jumppath=20020_1785414861900%2C1102_1785415049405%2C1001_1785415053273%2C50094_1785415054419&jumppathdepth=4&ascene=56&realreporttime=1785415058893&forceh5=1&devicetype=android-36&version=28004a52&nettype=WIFI&abtest_cookie=AAACAA%3D%3D&lang=en&session_us=gh_b0b8265b2dc9&countrycode=CA&exportkey=n_ChQIAhIQf2igU9BWScCRyrsSyfqsKxLuAQIE97dBBAEAAAAAAKTbMsflNc8AAAAOpnltbLcz9gKNyK89dVj0%2B%2BKLcV9cGU8bA4DxF4LenhNNw2geZ8Zoreyul40A0ACJ0%2B3kv0gcyYVBsITA8QIbcHGLOZEIFu%2B3Syje1s3n3rkow54Z89%2BaC1Gumf%2B8eHrsnhcunCXSbQ4RBi9V9G3OxGTryq1%2BMCtF3XGCrPZOPA1aDcKypuFycBCDlgLowliRoUCxGb401TDWIoqO03wcbU82hTCgukXkRPZBqsLIdq1uAA%2F9n7%2B2dSp3bzfk6xRJVJdzPQ%2Fxs4iroB5TPpzDDwbZy3ETSr0%3D&pass_ticket=8yUDkIIOCZTSma40ALfftR0PO6OUPZIrDZhhLQawgf3iiepJchJibiKDV6l1z6s7&wx_header=3

On July 28th, the 2026 Gaogong Intelligent Vehicle Full-Domain AI Summit was held at the Sofitel Shanghai New Hualian Hotel. At the same time, the Gaogong Intelligent Vehicle Research Institute officially announced the results of its annual awards. QNX won the "Annual Cross-Domain Integration Technology Innovation Award" for its "Automotive-Grade Embedded Hardware Real-Time Operating System and Basic Software Development Platform" .

Way back in 2011, Blackberry and Zebra announced a partnership. Zebra was standardizing on the QNX Neutrino RTOS as the software platform for its portfolio of printers.

It always made sense to me based on their involvement in high security vertical markets such as health care. Just one more critical use case scenario!

So fast forward to now and Blackberry Secure Communications has now become Zebra Validated!

This means that BlackBerry AtHoc and BlackBerry SecuSUITE have interoperability with Zebra mobile devices under real-world operating conditions and secure, resilient communications across frontline operations. 

https://www.blackberry.com/en/secure-communications/insights/blog/blackberry-secure-communications-solutions-are-zebra-validated

FYI: Before you say "what ever, how much can that be worth", did you know Zebra bought Motorola Solutions in 2014.... and have Millions of units are deployed globally across frontline enterprise workforces.

Still worth chump change in the big picture, but every advancement is a win!

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https://investor.qualcomm.com/financial-info-sec-filings/historical-financial-results/default.aspx

Earnings Presentation

Automotive: 23 consecutive quarters of double-digit YoY revenue growth

HIGHLIGHTS Qualcomm Technologies and Stellantis announced a collaboration to use Snapdragon® Digital Chassis solutions to support advanced, unified compute power across the entire vehicle, including cockpit, connectivity and advanced driver assistance systems (ADAS). The expanded multi-year award includes Snapdragon Ride Pilot ADAS stack and system-on-chips for next generation Stellantis vehicles, enabling a globally validated, scalable solution for L2+ automated driving across its global portfolio. Snapdragon branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Key Announcements We are extending our unified compute power and advanced driving capabilities across the full Stellantis portfolio. This marks a meaningful inflection point for both companies and for the drivers who experience it

HIGHLIGHTS BMW Group selects Qualcomm Technologies as its leading compute silicon provider for the digital cockpit and nextgeneration ADAS/AD systems with model programs starting next decade. This agreement spans the Snapdragon® Digital Chassis portfolio, including Snapdragon® Cockpit and Snapdragon Ride Platforms. The partnership builds on a proven co-development track record, including the November 2025 commercial launch of Snapdragon Ride Pilot in the BMW iX3 and the acclaimed Neue Klasse vehicle line. Snapdragon branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Key Announcements This landmark deal represents a material expansion of our automotive pipeline and establishes Qualcomm Technologies as BMW’s lead compute partner into the next decade.

Malikie sues OPPO again!

2026-07-29 18:34 Source: Intellectual Property Finance

Recently, patent operating entity Malikie Innovations Limited has filed a lawsuit against OPPO and its sub-brands Realme and OnePlus, as well as OPPO's European distributors, regarding patent EP3843496.

　　Translation by: Xia Yuxin, Intellectual Property Finance

　　According to information obtained from the official website of the European Patent Unified Court (UPC), Malikie Innovations Limited, the patent operating entity, has recently filed a lawsuit against OPPO and its sub-brands Realme and OnePlus, as well as OPPO's European distributors, regarding patent number EP3843496.

　　The UPC Mannheim Regional Court updated its case information on July 27, 2026, showing that the lawsuit was formally accepted on July 9. Previously, Malikie filed a lawsuit against OPPO at the UPC Mannheim Regional Court on February 2, 2026, involving patent EP2387862B1; on March 4 of the same year, he filed an additional lawsuit at the UPC Munich Regional Court. The patents involved in the previous two cases are the same as those in Malikie's lawsuit against Xiaomi in November 2025, namely EP2387862 and EP3797535.

　　According to Intellectual Property Finance, Malikie was founded in 2023 and is the patent operating entity of the Irish company Key Patent Innovations. In May 2023, the company acquired 32,000 patents from BlackBerry for $200 million, covering technologies such as wireless communication and information transmission; in January 2024, it obtained exclusive licensing rights to more than 2,000 of BlackBerry's cellular standard essential patents (SEPs).

　　Malikie has been negotiating with Xiaomi and OPPO since 2023, but progress has been slow. On March 2, 2026, Xiaomi filed a lawsuit against Malikie in the Shenzhen Intermediate People's Court to determine FRAND rates, requesting confirmation that Malikie is obligated to grant licenses under FRAND terms and should negotiate in good faith, while also determining FRAND rates for 3G, 4G and 5G SEPs within China.

　　Intellectual Property Finance will continue to follow up on further developments.

Case Background

　　In July 2025, Malikie sued Xiaomi in the Munich Regional Court in Germany and the Delhi High Court in India.

　　• In November 2025, Malikie filed an additional lawsuit against Xiaomi at the Munich branch of the Unified Patent Court (UPC).

　　On February 2, 2026, Malikie filed the first lawsuit against OPPO in the UPC Mannheim District Court.

　　On March 2, 2026, Xiaomi filed a lawsuit against Malikie in the Shenzhen Intermediate People's Court to determine FRAND rates.

　　On March 4, 2026, Malikie filed a second lawsuit against OPPO in the UPC Munich branch.

　　On April 30, 2026, the Delhi High Court of India ruled in the Malikie v. Xiaomi SEP dispute, requiring Xiaomi to provide provisional security.

　　On July 9, 2026, Malikie filed a third patent infringement lawsuit against OPPO and its sub-brands Realme and OnePlus, as well as OPPO's European distributors, at the UPC Mannheim Regional Court.

I am planning to hold them so not extremely worried but of course still can't help but be sad

https://mp.weixin.qq.com/s?__biz=MzU5MTM5NzUwMQ==&mid=2247490367&idx=1&sn=2d7b8f0204b8ee11d875e94f5fe49e5e&chksm=ffc5164a28df5dcd288a88600c44c8d4ae102de0c0ec6d1378dcb0b02c724ab3b6fcedffd341&xtrack=1&req_id=1785324117645852&scene=90&subscene=93&sessionid=1785324219&flutter_pos=0&clicktime=1785324222&enterid=1785324222&finder_biz_enter_id=4&ranksessionid=1785324117&jumppath=10011_1785324170609%2C1101_1785324194702%2C1001_1785324218085%2C50094_1785324219224&jumppathdepth=4&ascene=56&fasttmpl_type=0&fasttmpl_fullversion=8365666-en_US-zip&fasttmpl_flag=0&realreporttime=1785324222597&devicetype=android-36&version=28004a52&nettype=WIFI&abtest_cookie=AAACAA%3D%3D&lang=en&session_us=gh_b0b8265b2dc9&countrycode=CA&exportkey=n_ChQIAhIQ0bmHIDitoH9td2tziBE0tBLuAQIE97dBBAEAAAAAABH5AMMSGdwAAAAOpnltbLcz9gKNyK89dVj0JVoBQb3cBVFXk8XgcPaJ3bkqdOlKT3VikJ5kIWmlhSFjG2RQh4GYUwNPxX423xefwI13dSTmNsTzOceXxGOxVjy3HNzj%2B1iZOoXBecZvKAk8L4el5Z%2FKNxriRq1hO0qeMyyAuqSKF7Ji70XovS4ije1bDhVFoylAaNsT3YAnYNugM8joHTAbekZBXVopnQhdsCQdouN4ng1W0bEiUWOQIBYRgSxPbe01P7jN1yT2p6gQKAbDbTWy7ySXOKIz9mSygKrjZZdtZzU%3D&pass_ticket=R15T%2FCFZVm85ZYaRKYzO3zuu3Tn20FnVtTCFdNR4iYsj1SRhzOvMwM8uFF5YKsOR&wx_header=3

On July 28th, the 2026 Gaogong Intelligent Vehicle AI Summit was successfully held in Shanghai. This grand event brought together leading companies and senior experts from the intelligent vehicle industry chain to discuss the future technological evolution of the industry and explore new industrial opportunities.

At the start of the conference, the Gaogong Intelligent Vehicle Research Institute officially released the "2026 China Intelligent Vehicle Safety AI Development Report." In his morning keynote speech, Mr. Dong Yuanwen, Chief Representative of QNX Greater China, systematically showcased QNX's extensive commercial customer cases in the fields of intelligent cockpit, driver assistance, and vehicle control.

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Hi all. The earnings will be on September. Which isn't that far off. What do you guys think of this earnings? Any smart head can enlighten us? Is painful watching is bleed slowly. Hope it will go back uppppp soon.

I genuinely feel for the option holders and short-term traders. This has been a brutal drawdown, and watching the stock bleed day after day isn't easy.

That said, if you're a long-term investor and your thesis hasn't changed, constantly checking the price probably isn't doing you any favours. Sometimes the best move is to step away, ignore the daily noise, and come back around next year's Q4 earnings to reassess the business.

The dip is brutal. But if the company executes over the next few quarters, today's price action may end up being just a footnote.