BlackBerry's QNX Royalty Backlog Exceeds $1.2 Billion, Increasing More Than $250 Million in Two Quarters
Key Highlights
- ➤QNX royalty backlog exceeds $1.2 billion, a record for the business
- ➤Royalty backlog increased more than $250 million, or more than 26%, in two quarters
- ➤Alloy Kore’s first design win carries more than $100 million in estimated future royalties
- ➤SDP 8.0 adoption expands QNX opportunities in high-performance compute architectures
- ➤General Embedded Markets and Physical AI wins contributed to 26% backlog growth
Expert Statements
John Giamatteo, Chief Executive Officer, BlackBerry
“Exceeding $1.2 billion in royalty backlog is an important milestone for BlackBerry and compelling evidence of the momentum we are building at QNX”
John Giamatteo, Chief Executive Officer, BlackBerry
“In just two quarters, our backlog has grown by more than $250 million from the approximately $950 million we previously reported, reflecting strong demand for our foundational software and the impact of our next generation of products.”
John Giamatteo, Chief Executive Officer, BlackBerry
“The growing adoption of SDP 8.0 and the commercial validation of Alloy Kore demonstrate that our strategy is working, expanding our opportunity and increasing the value of QNX software content within each vehicle.”
John Wall, President, QNX
“The increase in our royalty backlog reflects an important evolution in both the breadth and value of QNX's customer relationships”
John Wall, President, QNX
“Customers are increasingly adopting SDP 8.0 for the high-performance compute architectures at the centre of Software-Defined Vehicles, while our first Alloy Kore design win demonstrates the potential to extend QNX's position further up the software stack.”
John Wall, President, QNX
“We are also applying our proven foundational software capabilities to General Embedded Markets and emerging Physical AI applications, where safety, security and reliability are critical.”
John Wall, President, QNX
“We believe the momentum across these growth opportunities creates a strong foundation for QNX's continued expansion.”
OTTAWA, ON / ACCESS Newswire / October 20, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) today announced that its QNX division has exceeded $1.2 billion in royalty backlog, establishing a new record for the business and marking a significant milestone in QNX's growth.
The achievement represents an increase of more than $250 million, or more than 26%, from the approximately $950 million reported at the end of fiscal year 2026. The increase reflects strong customer adoption of QNX's trusted software, particularly QNX® Software Development Platform 8.0, together with the first design win of Alloy Kore™, QNX's foundational automotive OS.
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