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QNX: Blackberry’s Secret Weapon against Apple and Google

January 05, 2014 | About:

About the author:

Dr. Zen
Brian Zen, CFA, PhD, author of "Superinvestor Lecture Notes", serves as Chief Investment Strategist at Zenway Group, a New York-based registered investment advisory firm providing asset management services, training Certified Securities Appraisers (CSA), and teaching Graham-Buffett Value Investing. Previously, Brian served as vice president at JPMorgan Chase and portfolio manager at Prudential-Bache Securities and Janney Montgomery Scott, while teaching graduate-level investment analysis at St. John's University. Brian was a Bernard Baruch Fellow and graduated summa cum laude from Bernard M. Baruch College. He is also a graduate of Columbia University's executive program in value investing. Brian appreciates your feedback at:

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Rating: 4.5/5 (14 votes)


Kfh227 premium member - 8 months ago

That Bentley infotainment cluster I think ended up in the porsche 918 hybrid!

BrianZen premium member - 8 months ago
BrianZen premium member - 6 months ago

Boy, had we told you so?! Cheer on, John Chen!

The voice call on my Verizon BBM still doesn't work. Is Verizon blocking it? This would be a significant competitive disadvantage that must be overcome immediately.

Let's all call on BlackBerry to solve this problem.

Mmmm2805 - 6 months ago


And according to another online source (with link provided below), it is said that QNX generates around $100 million annually as compared to around $40 million when Blackberry bought it from Harman International back in 2010, which if turned out to be correct is really showing “exciting” growth numbers as John Chen put it and will certainly excite the market as well.

However, while this news in addition to your article altogether shows bright prospects about QNX on car industry, it is puzzling why QNX has yet to generate a larger portion of revenue to Blackberry than it should have been given its dominant position in automotive technology. I guess one of the key data that is important to gauge the value of QNX but is missing from many of the research reports (at least public research reports i have access to) is: how much does Blackberry charge for a QNX system installed on each vehicle (or machine in general). According to another online article (with link provided below), it seems that QNX is free of charge for machine that is of non-commercial nature. Blackberry is a wonderful company and I reckon that its Q10 handset (which I’m using) is the most reliable handset in the market in terms of its battery life, browsing and texting. However, with its declining market share compared to iphone and samsung, it seems that in short-term timeframe QNX offers a more realistic turnaround bright spot. If Dr Zen could provide the above important but missing information it’s about time to decide whether to go in heavily in BBRY!



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