BlackBerry Limited filed a Form 8-K on September 22, 2026, disclosing that its QNX division and Vector Informatik secured their first design win for Alloy Kore, a jointly developed vehicle operating system, with Coretura, a software-defined vehicle platform company founded by Daimler Truck and Volvo Group.

Key Highlights

  • First Alloy Kore design win: BlackBerry and Vector Informatik jointly announced the first design win for Alloy Kore, described as a foundational vehicle OS co-developed by QNX and Vector.
  • Customer is Coretura: The design win is with Coretura, a software-defined vehicle platform company founded by Daimler Truck and Volvo Group.
  • Adds over $100 million to QNX royalty backlog: According to the filing, the win adds over $100 million to the QNX royalty backlog.
  • Largest QNX design win in history: The filing describes this as "the largest design win in QNX history."
  • Backlog definition: BlackBerry defines QNX royalty backlog as estimated future revenue from variable forecasted royalties, based on royalty rates and projections of anticipated volumes.
  • Backlog is not guaranteed revenue: The filing states that "QNX royalty backlog may not be indicative of actual future revenue."

BlackBerry QNX and Vector Informatik Secure Coretura as First Alloy Kore Customer

According to the 8-K filed with the SEC on September 22, 2026, BlackBerry Limited (NYSE:BB) and Vector Informatik jointly announced that Coretura had selected Alloy Kore as its vehicle operating system. The filing identifies Coretura as a software-defined vehicle platform company founded by Daimler Truck and Volvo Group. The company disclosed that this represents the first design win for Alloy Kore, which is jointly developed by QNX, a division of BlackBerry, and Vector.

The filing states the Coretura design win adds over $100 million to the QNX royalty backlog and characterizes it as "the largest design win in QNX history." BlackBerry defines QNX royalty backlog as "estimated future revenue from variable forecasted royalties," with the estimate based on QNX royalty rates and projections of anticipated volumes using historical experience and current customer projections. The company cautions that the estimate relies on assumptions that "management believes are reasonable over the expected life of a design."

The filing includes a forward-looking statements notice, attributing projections about the design win's royalty contribution, associated revenue timing, and Alloy Kore's performance to BlackBerry's own estimates and assumptions. The company notes that actual results could differ materially due to factors including changes in production volumes, contract modifications or terminations, changes in royalty rates, and broader macroeconomic and geopolitical conditions. The 8-K was signed by Tim Foote, Chief Financial Officer, on September 22, 2026.

What Was Disclosed

BlackBerry filed an 8-K on September 22, 2026, reporting a design win for its Alloy Kore vehicle OS with Coretura, a company founded by Daimler Truck and Volvo Group. The win adds over $100 million to QNX royalty backlog, which the company cautions may not reflect actual future revenue.