BB
Another lap in the SDV race
BlackBerry is back with another auto-tech win, this time saying Coretura selected Alloy Kore to help advance a software-defined vehicle platform for commercial vehicle customers. Translation: the company’s QNX software is still elbowing its way into the car software stack, which is exactly where it wants to be.
Why this matters
If you’re holding BB, partnerships like this are less about one splashy headline and more about slowly building the moat. In the software-defined vehicle world, the winners are the companies that become the plumbing — the stuff automakers keep under the hood and forget about until it breaks.
The investor take
BlackBerry has spent years trying to turn its legacy brand into a software story, and QNX keeps doing the heavy lifting. Deals like this won’t make the stock moon on their own, but they help answer the big question: is anyone actually buying the vision?
Big picture: one partnership won’t rewrite the thesis, but it’s another breadcrumb that says BlackBerry still has a seat at the automotive table.