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BlackBerry Targets Industrial Robotics as Key Growth Driver for QNX Software
Technology Services · Packaged Software · cnbc · 2026-08-25
BB, NVDA
BlackBerry CEO John Giamatteo identifies robotics as a rapidly expanding segment for its QNX software, moving beyond automotive roots into industrial and medical automation.
What Happened
Strategic Pivot to Robotics: BlackBerry is leveraging its QNX safety-critical software to capture market share in the burgeoning robotics sector, specifically targeting industrial automation, medical instruments, and warehouse logistics. CEO John Giamatteo highlighted this shift as a major growth opportunity, distinguishing the company's focus from consumer-facing humanoid robots.
Leveraging Automotive Expertise: The company is applying its extensive experience from the automotive industry, where QNX software is already embedded in 275 million vehicles, to the physical AI space. By utilizing its proven track record in safety-critical systems, BlackBerry aims to provide the foundational software layer for next-generation robotic hardware.
Partnerships and Market Position: A key component of this expansion is an enhanced collaboration with Nvidia, designed to integrate BlackBerry's software with Nvidia’s advanced computing platforms. This partnership is intended to accelerate the deployment of QNX in complex industrial, medical, and autonomous applications.
Financial Outlook and Backlog: While specific revenue figures for the robotics division remain undisclosed, the company maintains a $950 million order backlog for its QNX portfolio, with a growing portion attributed to robotics. BlackBerry’s stock has seen significant momentum this year, supported by improved profitability and a clear strategic focus on high-growth technology segments.