BlackBerry CEO discusses QNX transformation: robotics becomes fastest-growing segment, patent royalty backlog exceeds $1.2 billion

BlackBerry CEO John Giamatteo said in a CNBC interview that robotics has become the fastest-growing segment of the QNX software division, and QNX's patent royalty backlog has surpassed $1.2 billion, growing by more than $250 million in two quarters. Nvidia has adopted QNX as the preferred platform for its Halos safety stack; QNX is currently deployed in more than 275 million vehicles worldwide and is certified to ISO 26262 ASIL-D. BlackBerry shares rose 142% in 2026, and its market capitalization recovered to about $5.4 billion.