Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
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| So we're in a very good position |
| Let me just say, we're very aware that John's business is in a great position with great secular trends pushing it in the right direction |
| But in particular, we've worked for a couple of silicon partners that have some really high-performance systems that they're going to be rolling out in the next year and the feedback has been really, really good |
| So that's clearly growing very well |
| So we have that advantage that we have the functional safety certifications that we can be used in the vehicle where like critical situations are involved, accelerating, steering, braking, et cetera |
| So you're able to extract every ounce of power that you paid for in your SoC, but we're also able to do that while maintaining the highest level of functional safety and our security pedigree |
| So I feel really, really strong, and I feel really comfortable with where we're at right now |
| I think we're well trusted |
| So to that end, to have two profitable cash flow positive businesses could be an advantage there |
| We're very pleased to have BlackBerry with us today |
| And it's also a powerful way of demonstrating how easy it is to use IV versus the very disparate bespoke OEM-driven platform |
| And we're very happy to say with SDPA, which is our latest operating system, we scale almost 1:1 as the core count increases |
| I think we're potentially impacted positively by having a little bit more control and being able to do some things going forward |
| So what we've said so far is that we are still in the proof-of-concept phase with a number of meaningful OEMs that probably taking longer than we possibly would have anticipated, but we still feel optimistic about the future of IV |
| And that's because we've done the plumbing of IVY in a generic way that it's very easy for the applications to take advantage of those signals |
| And I think that, that is the opportunity |
| But I mean, they're reaching out to many companies to do this, but I believe we're in the best position to do it |
| And I think that that type of freedom is very welcomed |
| And it also allows us to provide much more of an experience |
| But where we pivoted the stuff that John has been outlining, which all these secular trends of greater penetration into cars, greater number of cars that are accessible or addressable to QNX and the fact that we're selling a greater number of layers of software in each of the domains that we address, means that design wins are becoming progressively larger |
| I think that when I talk about the inflection point, I see a large opportunity for QNX |
| That piece -- the backlog for that was growing around about 20% year-on-year on a full year basis |
| And so I think the hypervisor has been pivotal to being able to enable that environment in the cloud |
| But it's also, I think it's more how it demonstrates the ease in which you can add new applications |
| Obviously, QNX being an operating system is an ideal company to be doing this |
| So we're seeing a massive increase in the amount of compute power within the vehicle |
| Guys, everybody knows Linux is used in data centers and it's used on big iron in the cloud, we're now able to provide that type of performance |
| And I think the ecosystem partners that we have really demonstrate, I mean to Tim's point, so there are some very interesting things right off the shelf that you can use right away |
| Maybe there is a recognition that since this is non-differentiating software that there's an opportunity maybe for OEMs to cooperate on this and to be able to build out a platform that allow them to go a lot faster on the features that they want to provide to their customers |
| So just to reassure on that side of things, but certainly move us towards cash flow positive |
| Statement |
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| The cybersecurity business, whilst it has an enormous opportunity, there have been obviously some challenges on that side of the house |
| And to your point, we've seen that there's been challenges in the industry |
| I think the challenges in automotive have -- they're not good for anybody |
| And overall, BlackBerry is a company has been losing money |
| So trying to sell to other Tier 1s was challenging |
| Clearly, there's been some well-publicized software delays, other things that automakers are working through in the past couple of years |
| They create headwinds and they create projects being delayed, but I think it's also opened up a lot of eyes to maybe what the next steps are to not end up in this situation again |
| But right now, we're over-indexing on the early-stage revenue because these designs get bigger |
| There's been delays |
| It's very difficult from mid program to say, hey, here's a whole new software platform for you, even though it's very similar, it's risky |
| And we're seeing very similar trends across all of them, and that is that most of the challenges exist at the low-level software |
| It takes a bit of convincing |
| There will be some volatility, particularly because the revenue right now is so heavily skewed to those early-stage revenues, which are a bit more lumpy, Luke |
| My impression is that it's not really impacting your day-to-day life that much |
| Awful lot of impact there in the space in like a minute |
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