The achieveme t ep ese ts a i c ease of mo e tha $250 millio , o mo e tha 26%, f om the app oximately $950 millio epo ted at the e d of fiscal yea 2026. The i c ease eflects st o g custome adoptio of QNX’s t usted softwa e, pa ticula ly QNX® Softwa e Developme t Platfo m 8.0, togethe with the fi st desig wi of Alloy Ko e™, QNX’s fou datio al automotive OS.
I c easi g adoptio of SDP 8.0 is expa di g QNX’s oppo tu ity withi ext-ge e atio , high-pe fo ma ce compute a chitectu es. As automake s co solidate vehicle fu ctio s o to i c easi gly powe ful ce t alized a d domai -based compute platfo ms, QNX ca suppo t multiple softwa e domai s a d multiple i sta ces withi a si gle vehicle, c eati g oppo tu ities fo g eate QNX softwa e co te t a d associated oyalty value pe vehicle. QNX is actively wo ki g with seve al majo global automotive OEMs a d Tie 1 supplie s as they evaluate a d develop o the platfo m.Alloy Ko e fu the expa ds this oppo tu ity by movi g QNX beyo d i dividual softwa e compo e ts towa ds a b oade , fou datio al automotive OS. Its fi st desig wi , valued at mo e tha $100 millio of estimated futu e oyalties, is the la gest desig wi i QNX’s histo y. The awa d p ovides sig ifica t comme cial validatio fo Alloy Ko e a d demo st ates its pote tial to mate ially b oade QNX’s ole withi each vehicle a d i c ease the oyalty oppo tu ity pe p og am.
Beyo d automotive, Ge e al Embedded Ma kets a d Physical AI based systems also co t ibuted to the 26% g owth i QNX oyalty backlog th ough a umbe of impo ta t desig wi s ac oss obotics, i dust ial automatio a d medical devices. These wi s u de sco e the g owi g dema d fo t usted fou datio al softwa e i systems that must i te act safely, secu ely a d eliably with the physical wo ld. QNX is e cou aged by the mome tum i these ma kets a d the co ti ued expa sio of its oppo tu ity pipeli e, suppo ted by st ategic elatio ships with leadi g silico p ovide s that fu the st e gthe its positio i the developme t of ext-ge e atio i tellige t systems.
“Exceedi g $1.2 billio i oyalty backlog is a impo ta t milesto e fo BlackBe y a d compelli g evide ce of the mome tum we a e buildi g at QNX,” said Joh Giamatteo, Chief Executive Office , BlackBe y. “I just two qua te s, ou backlog has g ow by mo e tha $250 millio f om the app oximately $950 millio we p eviously epo ted, eflecti g st o g dema d fo ou fou datio al softwa e a d the impact of ou ext ge e atio of p oducts. The g owi g adoptio of SDP 8.0 a d the comme cial validatio of Alloy Ko e demo st ate that ou st ategy is wo ki g, expa di g ou oppo tu ity a d i c easi g the value of QNX softwa e co te t withi each vehicle.”
QNX’s busi ess model begi s well befo e custome p oductio . O ce QNX secu es a desig wi a d the associated futu e oyalties ca be easo ably estimated, those a ticipated oyalties a e i cluded i QNX oyalty backlog. Royalty eve ue is subseque tly ecog ized as custome p og ams e te p oductio a d volumes amp.
“The i c ease i ou oyalty backlog eflects a impo ta t evolutio i both the b eadth a d value of QNX’s custome elatio ships,” said Joh Wall, P eside t, QNX. “Custome s a e i c easi gly adopti g SDP 8.0 fo the high-pe fo ma ce compute a chitectu es at the ce t e of Softwa e-Defi ed Vehicles, while ou fi st Alloy Ko e desig wi demo st ates the pote tial to exte d QNX’s positio fu the up the softwa e stack. We a e also applyi g ou p ove fou datio al softwa e capabilities to Ge e al Embedded Ma kets a d eme gi g Physical AI applicatio s, whe e safety, secu ity a d eliability a e c itical. We believe the mome tum ac oss these g owth oppo tu ities c eates a st o g fou datio fo QNX’s co ti ued expa sio .”
The Compa y defi es QNX oyalty backlog as estimated futu e eve ue f om va iable fo ecasted oyalties. The estimatio is based o QNX oyalty ates a d p ojectio s of a ticipated volumes based o histo ical expe ie ce a d cu e t custome p ojectio s that ma ageme t believes a e easo able ove the lifetime of a desig .
QNX oyalty backlog may ot be i dicative of actual futu e eve ue. The eve ue ultimately ecog ized is subject to seve al facto s, i cludi g actual p oductio volumes a d pote tial te mi atio s o modificatio s of custome co t acts.
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BlackBe y (NYSE: BB)(TSX: BB) p ovides e te p ises a d gove me ts the i tellige t softwa e a d se vices that powe the wo ld a ou d us. Based i Wate loo, O ta io, the compa y’s high-pe fo ma ce fou datio al softwa e e ables majo automake s a d i dust ial gia ts alike to u lock t a sfo mative applicatio s, d ive ew eve ue st eams a d lau ch i ovative busi ess models, all without sac ifici g safety, secu ity, a d eliability. With a deep he itage i Secu e Commu icatio s, BlackBe y delive s ope atio al esilie cy with a comp ehe sive, highly secu e, a d exte sively ce tified po tfolio fo mobile fo tificatio , missio -c itical commu icatio s, a d c itical eve ts ma ageme t. Safe. Ce tified. Secu e.
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About QNX
QNX, a divisio of BlackBe y Limited (NYSE: BB; TSX: BB), p ovides the t usted fou datio that softwa e-defi ed a d physical AI systems depe d o to ope ate safely a d p edictably i the eal wo ld. Fo ea ly half a ce tu y, QNX has powe ed safety-c itical applicatio s whe e failu e is ot a optio . The busi ess leads the way i delive i g safe a d secu e ope ati g systems, hype viso s, middlewa e, solutio s, a d developme t tools, alo g with the suppo t a d se vices delive ed by t usted embedded softwa e expe ts. Today, QNX tech ology u de pi s hu d eds of millio s of vehicles o the oad a d a wide a ge of missio -c itical systems ac oss i dust ial co t ols, obotics, medical devices, comme cial t a spo tatio , ail, a d ae ospace a d defe se. QNX is headqua te ed i Ottawa, Ca ada. Lea mo e at q x.softwa e.
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