Blackberry Limited · TSX:BB
Blackberry — Investor Presentation (January 2026)
15 slides from Blackberry's investor presentation, Jan 7, 2026
Slide 1: Consumer Electronics Show
Consumer Electronics Show Wednesday, January 7, 2026 Intelligent Security. Everywhere. © 2026© BlackBerry. All Rights 2026 BlackBerry. All Reserved Rights Reserved 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement Some of the statements in this presentation constitute forward-looking statements and are made pursuant to the safe harbor provisions of applicable U.S. and Canadian securities laws. Forward-looking statements are indicated by using words such as expect, will, should, model, in
Slide 3: Today's Speakers
Today’s Speakers John Giamatteo Grant Courville Justin Moon Tim Foote Chief Executive SVP, Products & VP, Core Product Chief Financial Officer Strategy QNX Engineering QNX Officer © 2026 BlackBerry. All Rights Reserved 3
Slide 4: BlackBerry Snapshot (NYSE: BB; TSX: BB)
BlackBerry Snapshot (NYSE: BB; TSX: BB) 3 Divisions GAAP Net Income ($M) Waterloo, Canada • QNX: Trusted supplier of market-leading QNX® 7th Consecutive Quarter of Improved Net Income Headquarters operating systems, hypervisors, development $13 $14 tools and support to automotive OEMs, Tier 1 $2 ven
Slide 5: Industry Leader in Foundational Software
Industry Leader in Foundational Software Achieved Rule-of-40 for Q2 FY26 Double-Digit Revenue Growth US$ millions Providing High-Performance, Safe, Secure Foundation for $260 - Software Stacks in Mission-Critical Equipment and Machines $266 $236 $206 $215 Clear leader for automotive and other embedd
Slide 6: Well-Positioned in Large and Growing Addressable Market
Well-Positioned in Large and Growing Addressable Market Serviceable Addressable Market by Core and Strategic Initiatives ($B) $5.9 ~34% Core SAM1 QNX Total CAGR Strategic ’24 – ‘28 Investments have $3.5 potential to substantially $2.7 $2.2 $2.9 increase the size $1.8 $2.6 of the SAM over $2.1 $1.7 $
Slide 7: Positioned to Benefit From Powerful Industry Trends
Positioned to Benefit From Powerful Industry Trends Complexity Shifting to Software from Hardware / Networks More Computing Power in Vehicle Distributed Complexity Global Light Passenger Vehicle (LPV) Volumes Many fixed functions – discrete ECUs • Limited opportunity for consolidation of 89.5M 89.5M
Slide 8: Compelling Customer Value Proposition
Compelling Customer Value Proposition Dominant High-performance IP to enable Trusted partner in Experience, culture Four-decade technology solutions customer systems, markets where and quality to software pedigree in for advanced underpinning platforms and safety, security, support mission- complex,
Slide 9: Driving Growth Beyond the Operating System
Driving Growth Beyond the Operating System Solution Vehicle GEM QNX Innovation Platform Expansion Everywhere Solution Oriented A Re-Imagining of Leveraging Proven Providing Ubiquitous Portfolio and Business Vector’s Safe Playbook from Access to Our Model Optimization to Middleware Automotive to Driv
Slide 10: Delivering New Solutions and Optimizing Our Business Model
Solution Innovation Delivering New Solutions and Optimizing Our Business Model Product Innovation Evolving Business Models: Expanding product portfolio encompassing next generation Adapting Requirements in foundational software coupled with All Target Markets safety and security technology Solving C
Slide 11: Strategic Collaboration with Vector to Transform Traditional Automotive Value Chain
Vehicle Platform Strategic Collaboration with Vector to Transform Traditional Automotive Value Chain Today Mission Automotive Manufacturer Differentiating Feature Set • Solve complexity management, technology integration, safety / security demands and business complexities in Vehicle Services and Ab
Slide 12: Driving Growth in Adjacent, General Embedded Markets
GEM Expansion Driving Growth in Adjacent, General Embedded Markets QNX Trusted by Mission-Critical System Manufacturers Everywhere… • Industry reputation for top-tier engineering talent • Company-wide focus on safety and security Industry Spotlight: Industrial Robotics • Safety certifications beyond
Slide 13: Expanding QNX Access to More Highly-Skilled Systems Developers
QNX Everywhere Expanding QNX Access to More Highly-Skilled Systems Developers Goals Confirmed affiliations with >100 major universities around the world… • Increase access to QNX SDP 8.0 software in current and new high-growth market segments • Make it easier for developers to build QNX-based system
Slide 14: Why Invest in BlackBerry
Why Invest in BlackBerry QNX Contribution Strength of Multiple market-leading businesses with QNX leadership in automotive strong growth prospects supported by Portfolio and general embedded industries long-term, secular tailwinds Long runway for sustained revenue growth Robust Growth through busine
Slide 15: Q&A
Q&A John Giamatteo Grant Courville Justin Moon Tim Foote Chief Executive SVP, Products & VP, Core Product Chief Financial Officer Strategy QNX Engineering QNX Officer investorrelations@blackberry.com © 2026 BlackBerry. All Rights Reserved 15