BlackBerry BBRY
The three reasons
- 1
QNX is entrenched in 60M cars across 40+ automakers — a leading autonomous-driving OS
- 2
Mobileye precedent: Intel paid $15bn for 16M install base; QNX dwarfs that at 60M
- 3
RADAR IoT, 40,000+ patents, and Qualcomm settlement give multiple optionality on top of QNX
Primary demands
- Wall Street should re-rate BBRY based on QNX/IoT software future, not legacy handset business
- Rebrand back to Research in Motion (rhetorical/half-serious)
KPIs cited
Pattern membership
Where this document fits across the library's 12 rhetorical / structural patterns.
Notable slides (6)
Notes
Atypical Citron document: this is a LONG thesis (bullish), not a short report — Citron arguing BBRY could be the next NVIDIA on the strength of QNX in autonomous vehicles. Document type is closer to a research note / open letter than a slide deck. Heavy use of analogies (NVIDIA re-rating, Mobileye/Intel precedent), red callout boxes for third-party quotes (Rob Enderle, NVIDIA, Qualcomm, NXP execs), and a memorable rhetorical refrain (please change name back to 'Research in Motion'). Includes a CEO quote — but used to support the thesis ('Likely' answer from John Chen on Ford-magnitude wins), not to expose contradiction. Visual production is basic Word-doc styling with embedded images and red highlight boxes; not slide-grade. Strong narrative scaffolding: SCQA opener (NVIDIA frame), bear case acknowledgment + rebuttal, downside-protected upside case.