BlackBerry’s QNX backlog jumps 26% to $1.2B; shares fall premarket

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- BlackBerry (BB) said on Tuesday that its QNX division’s royalty backlog topped $1.2B, up more than $250M (26%) from ~$950M at 2026 fiscal year-end.
- The growth reflects adoption of QNX Software Development Platform 8.0 and a first Alloy Kore design win valued at more than $100M in estimated future royalties.
- QNX also secured design wins across robotics, industrial automation, and medical devices, expanding beyond automotive.
- Note: Backlog is estimated future royalties, subject to production volumes and customer program changes.
- On the market side, the stock slipped ~1.10% to ~$8.07 in the premarket session.
- Source: Press Release
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