BlackBerry Limited’s QNX division announced a partnership with TKMS on April 15 2026 to supply its General Embedded Development Platform for Canada’s Patrol Submarine Project (CPSP). The collaboration will deliver highly reliable, cyber‑resilient embedded software to support the submarines’ next‑generation systems.
The deal expands QNX’s presence in the defense sector, adding a high‑profile, long‑term customer that can drive future revenue and reinforce the company’s safety‑critical software moat. QNX’s revenue is already diversified, with roughly 20 % coming from non‑automotive markets, including defense. The partnership signals BlackBerry’s continued focus on high‑value, mission‑critical markets and underscores the strategic importance of its embedded software platform beyond automotive.
Canada’s CPSP is still in the shortlist stage, with a preferred supplier decision expected in summer 2026 and a contract award anticipated by 2028. TKMS, a leading naval defense company, is competing against Hanwha Ocean. The partnership with QNX is a key step for TKMS to strengthen its bid and demonstrate Canadian industrial participation.
John J. Giamatteo, BlackBerry CEO, said, “We have strengthened our fundamentals while continuing to invest – in our people, products and platforms, as well as in certifications that position BlackBerry at the center of secure, mission‑critical operations. We are no longer a company in transition. We are a growth company with a proven track record of execution, and we are well positioned for the path ahead.” John Wall, President of QNX, added, “Defence platforms today are increasingly defined by the software that underpins their safety, security, and operational effectiveness. By combining QNX’s proven software with TKMS’s naval expertise, we show how trusted, safety‑certified software built in Canada can scale globally and support the evolving needs of allied naval defence programs.”
BlackBerry’s Q4 FY2026 earnings were positive, reflecting strong performance in the QNX segment. The new partnership reinforces BlackBerry’s strategic focus on secure, mission‑critical embedded software and positions the company to capture additional opportunities in naval and other defense applications.
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