Jul. 5 at 7:18 PM
$BB is one of those names people still joke about, but the actual stack underneath QNX doesn’t look like a joke anymore.
Last quarter
$72.3M revenue, +25.7% YoY
86% gross margin
Almost half the company now coming from QNX
What stands out is how quietly embedded this thing already is:
Automotive
basically everywhere, 10/10 top OEMs, 24/25 EV makers
Medical and robotics
9/10 device makers, 8/10 surgical robotics platforms
Industrial + defense
300+ programs, NATO systems, NASA flight software
And it sits right under the chip ecosystem
$NVDA $QCOM $NXPI $INTC TXN
What I keep coming back to is this feels less like “growth story” and more like “already won in the background but nobody priced it yet.”
Still, not saying it rerates tomorrow. But if physical AI keeps scaling, this layer is not optional.
Curious how many people here actually have QNX exposure in their mental model of AI infra.
