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BlackBerry identifies robotics as key growth driver for software division

CEO John Giamatteo highlighted industrial and medical robotics expansion within the company's QNX software unit.

The short version

  • BlackBerry CEO John Giamatteo stated that robotics has become one of the fastest-growing segments within the company's QNX software division.
  • The expansion targets industrial machinery, warehouse logistics, robotic forklifts, and medical equipment rather than consumer humanoid robots.
  • QNX software is embedded in 275 million vehicles, and the company holds a total QNX order backlog of $950 million.
  • The long-term impact on BlackBerry's total revenue remains unclear, as specific order figures for the robotics segment were not disclosed.

Key facts

  • BlackBerry CEO John Giamatteo stated that robotics is one of the fastest-growing businesses inside the QNX portfolio.[CNBC]
  • BlackBerry's QNX software is embedded in 275 million vehicles.[CNBC]
  • BlackBerry has an order backlog for QNX worth $950 million, which includes an undisclosed portion for robotics applications.[CNBC]
  • BlackBerry expanded its partnership with Nvidia in April to deploy QNX software alongside Nvidia hardware in robotics, industrial automation, and medical fields.[CNBC]

What remains uncertain

  • BlackBerry has not publicly disclosed specific revenue figures or order numbers dedicated solely to its robotics division.[CNBC]

Sources