BlackBerry Limited’s QNX division announced its participation in Embedded World 2026, scheduled for March 10‑12 in Nuremberg, Germany. The company will showcase a new development platform, a real‑time humanoid robot, and hands‑on workshops that demonstrate QNX’s role in powering next‑generation robotics and physical AI systems.
The announcement follows QNX’s Q3 FY2026 financial results, in which the division generated $68.7 million in revenue—up 10% year‑over‑year—and achieved an adjusted EBITDA margin of 24%. These figures illustrate the division’s healthy profitability and the resources available for expanding into new verticals.
The robotics and AI market is sizable and growing rapidly. According to recent research, the global AI in robotics market is projected to reach $146.8 billion by 2033 with a CAGR of 28.12%, while the AI‑driven industrial robotics segment is expected to hit $49.11 billion by 2034 at a 20.77% CAGR. A third estimate projects the AI in robotics market to reach $51.8 billion by 2031 at a 12.92% CAGR. These numbers underscore the substantial opportunity that QNX is targeting.
QNX’s expansion into the General Embedded Market (GEM) is designed to capture a share of this opportunity. The new General Embedded Development Platform (GEDP) simplifies development for industrial automation and robotics, positioning QNX as a foundational safety‑certified real‑time operating system for intelligent machines. The platform’s ease of use and proven safety record give QNX a competitive edge in a market that demands reliability and regulatory compliance.
In the broader robotics and AI landscape, QNX competes with other embedded OS providers such as Microsoft and Wind River, as well as in‑house solutions from original equipment manufacturers. QNX’s safety‑certified real‑time OS, already trusted in over 275 million vehicles worldwide, provides a distinct advantage in safety‑critical applications, a key differentiator in industrial and service robotics.
The showcase signals QNX’s intent to monetize its embedded expertise beyond automotive, potentially opening new revenue streams and reinforcing its competitive moat in safety‑critical software. Management views this expansion as a growth engine that leverages QNX’s strong financial position and proven safety record to capture high‑margin opportunities in robotics and AI.
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