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© 2026 BlackBerry. All Rights Reserved 1 © 2026 BlackBerry. All Rights Reserved Consumer Electronics Show Wednesday, January 7, 2026 Intelligent Security. Everywhere.
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© 2026 BlackBerry. All Rights Reserved 2 Safe Harbor Statement Some of the statements in this presentation constitute forward-looking statements and are made pursuant to the safe harbor provisions of applicable U.S. and Canadian securities laws. Forward-looking statements are indicated by using words such as expect, will, should, model, intend, believe and similar expressions. Forward-looking statements are based on estimates and assumptions made by the company in light of its experience and its perception of historical trends, current conditions and expected future developments as well as other factors that the company believes are relevant. Many factors could cause the company's actual results or performance to differ materially from those expressed or implied by thef o r w a r d - looking statements, including the risk factors that are discussed in the company's annual report on Form 10-K and in our MD&A. You should not place undue reliance on the company's forward-looking statements. Any forward-looking statements are made only aso f today and the company has no intention and undertakes no obligation to update or revise any of them, except as required by law. This presentation includes certain non-GAAP measures. We believe that these non-GAAP measures, which may be defined differently by other companies, explain our results of operations in a manner that allows for a more complete understanding of the underlying trends in our business. However, these measures should not be viewed as a substitute for those determined in accordance with GAAP. For a reconciliation between the non-GAAP measures used in this presentation and our GAAP results, please see our Q3 Fiscal 2026 earnings press release available through our website and on EDGAR and SEDAR+.
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© 2026 BlackBerry. All Rights Reserved 3 John Giamatteo Chief Executive Officer Grant Courville SVP, Products & Strategy QNX Justin Moon VP, Core Product Engineering QNX Today’s Speakers Tim Foote Chief Financial Officer
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© 2026 BlackBerry. All Rights Reserved 4 BlackBerry Snapshot (NYSE: BB; TSX: BB) Leading Provider of Software and Security Solutions to Governments and Enterprises Around the Globe 3 Divisions • QNX: Trusted supplier of market-leading QNX® operating systems, hypervisors, development tools and support to automotive OEMs, Tier 1 vendors and the general embedded market • Secure Communications: Leading secure communications portfolio; including critical event management and encrypted voice • Licensing: Leveraging its rich, decades-long heritage in Intellectual Property Operating Cash Flow ($M) Significantly Enhanced Cashflow Profile 1. As at 1’2’26. $2.2B1 Market Cap 1,700+ Employees 20 Countries ~$532M 2025 Revenue Waterloo, Canada Headquarters FY24 FY25FY23 -$262 -$4 $17 2026E Revenue by Segment ($M) QNX $260 – $266 Secure Comms $247 – $251 Licensing $24 GAAP Net Income ($M) 7th Consecutive Quarter of Improved Net Income Q1 FY26 Q2 FY26 Q3 FY26Q4 FY24 Q4 FY25Q1 FY25 Q2 FY25 Q3 FY25 -$56 -$41 -$20 -$11 -$7 $13 $2 $14
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© 2026 BlackBerry. All Rights Reserved 5 Industry Leader in Foundational Software Achieved Rule-of-40 for Q2 FY26 Double-Digit Revenue Growth US$ millions $178 $206 $215 $236 $260 - $266 FY22 FY23 FY24 FY25 FY26E Adj. EBITDA Margin ~27% Mid-point FY26 Guidance >10% CAGR Providing High-Performance, Safe, Secure Foundation for Software Stacks in Mission-Critical Equipment and Machines Clear leader for automotive and other embedded systems Defensive moat: Combine leading performance with leading functional safety Strong multi-year secular tailwinds 10/10 Top Automakers 7/7 Top T1 Vendors 24/25 Top EV Makers 275M+ Vehicles on the Road
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© 2026 BlackBerry. All Rights Reserved 6 Well-Positioned in Large and Growing Addressable Market Strong Core Market Growth + Strategic Investments Drive Significant Upside Potential $1.7 $1.8 $2.1 $2.6 $2.9 CY2024 CY2025 CY2026 CY2027 CY2028 Serviceable Addressable Market by Core and Strategic Initiatives ($B) $1.8 $2.2 $2.7 $3.5 $5.9 ~8 – 12% QNX Core CAGR ~34% QNX Total CAGR ’24 – ‘28 Core SAM1 Strategic Investments have potential to substantially increase the size of the SAM over the next 5 years ~14% QNX Core CAGR 1. Core SAM consists of QNX Auto & GEM Royalties and related development/services. 2. Strategic investments consists of foundational vehicle software platform, QNX Everywhere, and QNX Cabin.
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© 2026 BlackBerry. All Rights Reserved 7 Positioned to Benefit From Powerful Industry Trends Industry Leadership Position Places BlackBerry at the Forefront of Change Global Light Passenger Vehicle (LPV) Volumes 2024 2025 2026 2027 2028 2029 2030 Vehicle Centralized Domain Centralized Distributed 89.5M 89.5M 91.2M 93.1M 93.9M 96.2M 50% 27% 24% 26%69% Complexity Shifting to Software from Hardware / Networks More Computing Power in Vehicle Vehicle – Centralized High performance centralized compute domains with zonal architecture • High performance and low-latency communications • Multiple mixed critical environments • Critical need for managed software complexity Distributed Many fixed functions – discrete ECUs • Limited opportunity for consolidation of features and functionality • Separate discrete safety ECUs across multiple networks (no mixed criticality) Domain – Centralized Reduction in fixed function ECUs • Consolidation of complimentary vehicle features • Emergence of mixed critical ECUs • Increase in software complexity across new domains Software Hardware / Network Software Hardware / Network Software Hardware / Network Complexity Source: S&P Global E/E Architecture Forecast, Oct. 2025 95.5M
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© 2026 BlackBerry. All Rights Reserved 8 Compelling Customer Value Proposition Delivering High-Performance Foundational Software to Support the Most Innovative Companies in the World Four-decade software pedigree in complex, mission- critical systems Experience, culture and quality to support mission- critical systems Trusted partner in markets where safety, security, performance and reliability are critical IP to enable customer systems, platforms and long-term roadmaps High-performance solutions underpinning safety-critical systems Dominant technology for advanced automotive software stacks
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© 2026 BlackBerry. All Rights Reserved 9 Driving Growth Beyond the Operating System Solution Innovation Solution Oriented Portfolio and Business Model Optimization to Drive Customer Value QNX Everywhere Providing Ubiquitous Access to Our Technology, Fostering Ecosystem Growth, and Reducing Developer Friction GEM Expansion Leveraging Proven Playbook from Automotive to Drive Growth in Adjacent, General Embedded Markets Vehicle Platform A Re-Imagining of Vector’s Safe Middleware Technology with QNX’s Safety-Certified Product Portfolio
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© 2026 BlackBerry. All Rights Reserved 10 Product and Technology Bundles Flexibility Focused Pricing Strategies Evolving Business Models: Adapting Requirements in All Target Markets Solution Innovation Delivering New Solutions and Optimizing Our Business Model Building Higher-Value Product Portfolio, Broader Ecosystems and Long-Term Scalable Revenue Product Innovation Expanding product portfolio encompassing next generation foundational software coupled with safety and security technology Solving Complexity Providing new solutions based on customer-driven insights, addressing some of the more challenging industry trends and customer pain points
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© 2026 BlackBerry. All Rights Reserved 11 Lightweight, Reliable and Optimized Core for Application Development and Deployment Vehicle Platform Strategic Collaboration with Vector to Transform Traditional Automotive Value Chain Mission • Solve complexity management, technology integration, safety / security demands and business complexities in singular software platform • Help OEMs reduce duplicative software development and rework— enabling them to focus on delivering in-vehicle experiences QNX Opportunity • Shift from component to solution value capture • Drive adoption of vehicle-wide software foundation • Shift work away from carmakers that they do not want to focus on and will pay to outsource Today Tomorrow Automotive Manufacturer Differentiating Feature Set Vehicle Services and Abstractions Vehicle Middleware Foundational Software Components Automotive Manufacturer Differentiating Feature Set Vehicle Services, Abstractions and Middleware Alloy Kore
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© 2026 BlackBerry. All Rights Reserved 12 GEM Expansion Driving Growth in Adjacent, General Embedded Markets …Creating Opportunities to Extend the QNX Value Proposition to Adjacent, General Embedded Markets Industry Spotlight: Industrial Robotics Foundational Software Solutions to Streamline Safety Certification and Enhance Device Security Industrial Automation • Enable manufacturers to build cutting-edge devices with proven reliability and security • Safety-certified and secure solutions engineered to meet the stringent demands of collaborative human centric workspaces • Ensure high-performance and real-time deterministic behavior, so robotic systems can respond instantaneously to commands $2.7B Total Addressable Market by 20301 10+ Safety / Security Standards Required Rail Systems QNX Trusted by Mission-Critical System Manufacturers Everywhere… • Industry reputation for top-tier engineering talent • Company-wide focus on safety and security • Safety certifications beyond automotive: Industrial, Medical • High-performance and massively scalable microkernel OS architecture • Futureproof roadmap for building scalable, reliable, safe and secure systems 1. VDC, ABI Research, GMInsights, Gr andview Research, and BCC Research. Robotics Heavy Machinery Medical Devices Aerospace & Defense
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© 2026 BlackBerry. All Rights Reserved 13 QNX Everywhere Expanding QNX Access to More Highly-Skilled Systems Developers • Increase access to QNX SDP 8.0 software in current and new high-growth market segments • Make it easier for developers to build QNX-based systems • Expand number of QNX trained developers globally for key vertical • Creating an active QNX global developer community Goals Making QNX SDP 8.0 Available for Millions of Developers Globally Business Model • Freely available for non-commercial use • Commercial licenses in effect for commercial use Confirmed affiliations with >100 major universities around the world… ~12,000 SDP 8.0 Licenses Deployed for Non-Commercial Use >6,000 Students Attended Dedicated QNX Classes or Workshops ~5,000 Registrants for First 3 Courses of Online QNX Training Since March 2025 Initial Proof Points of Success
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© 2026 BlackBerry. All Rights Reserved 14 Why Invest in BlackBerry Strength of Portfolio Robust Growth Profile Enhanced Financial Profile Strategic Capital Allocation Multiple market-leading businesses with strong growth prospects supported by long-term, secular tailwinds Long runway for sustained revenue growth through business model optimization, customer adoption, new market penetration, and increased market access Meaningfully improved operating cash flow supported by strong EBITDA and revenue growth Greater clarity and focus regarding capital allocation priorities in growth areas, with emphasis on driving strong shareholder returns QNX leadership in automotive and general embedded industries QNX royalty backlog up to $865M in Q4 FY’25 vs. $460M in Q4 FY’22 QNX on a path to a "Rule of 40" division Prioritizing organic investments to harness secular tailwinds in growth areas, particularly QNX QNX Contribution
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© 2026 BlackBerry. All Rights Reserved 15 Q&A investorrelations@blackberry.com John Giamatteo Chief Executive Officer Grant Courville SVP, Products & Strategy QNX Justin Moon VP, Core Product Engineering QNX Tim Foote Chief Financial Officer