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How BlackBerry Pivoted From Phones to Cybersecurity
In this episode of The Pivot Podcast, Lucas and Luna explore how BlackBerry survived the collapse of its smartphone business by reinventing itself as a cybersecurity and embedded software company. They break down the numbers: from a 90 percent revenue decline between 2011 and 2016 to a $1 billion market cap in 2026, driven by its QNX operating system powering 250 million vehicles and its Cylance AI security platform. The conversation digs into CEO John Chen's brutal 'trim and pivot' strategy, the $1.4 billion Cylance acquisition, and how BlackBerry went from must-have hardware…
The skinny
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