BlackBerry's QNX Royalty Backlog Exceeds $1.2 Billion, Increasing More Than $250 Million in Two Quarters

BlackBerry's QNX division surpassed $1.2 billion in royalty backlog, a record for the business, up more than $250 million or 26% from roughly $950 million at the end of fiscal year 2026. Growth was driven by adoption of QNX SDP 8.0 and the first design win of Alloy Kore, the company's foundational automotive OS, valued at more than $100 million in estimated future royalties and the largest design win in QNX history. Design wins in robotics, industrial automation and medical devices also contributed, and management framed the momentum as validating its software-defined vehicle strategy.

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