BlackBerry (BB)

The company serves organizations that place a high value on security, compliance and reliability, including government agencies, financial institutions, healthcare providers and large enterprises. Its enterprise software portfolio includes unified endpoint management, secure messaging and threat prevention capabilities, with BlackBerry’s Cylance technology bringing artificial intelligence-based security tools into its cybersecurity offering.

BlackBerry is also a notable supplier to the automotive and embedded software market through its QNX platform. QNX is used in connected vehicles and other mission-critical systems where reliability, safety certification and real-time performance are important. Automakers and suppliers use this technology in areas such as infotainment, digital cockpit systems, advanced driver-assistance platforms and other embedded applications.

The company’s investment case is closely tied to two long-term themes: the need for secure management of increasingly distributed workforces, and the growth of software-defined vehicles and connected industrial devices. BlackBerry competes with large cybersecurity, device-management and automotive software providers, but its identity is shaped by its focus on secure, regulated and high-reliability environments. Its business is no longer about consumer hardware; it is about providing the software infrastructure that helps enterprises and manufacturers connect, manage and protect critical systems.