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BlackBerry’s QNX Division Exceeds $1.2B In Royalty Backlog; Lands More Than $100M Alloy Kore Design Win

Benzinga·10/20/2026 11:16:05
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Strong SDP 8.0 design-win momentum and first Alloy Kore award drive 26% growth since fiscal year-end 2026

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.

Alloy Kore further expands this opportunity by moving QNX beyond individual software components towards a broader, foundational automotive OS. Its first design win, valued at more than $100 million of estimated future royalties, is the largest design win in QNX's history. The award provides significant commercial validation for Alloy Kore and demonstrates its potential to materially broaden QNX's role within each vehicle and increase the royalty opportunity per program.