{
  "docId": "019dd923-622c-750b-8b9d-5706148ca47c",
  "docSlug": "7089a31c5753",
  "documentTitle": "BlackBerry (BBRY)",
  "authorId": "52_Citron_Research",
  "authorName": null,
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2017-06-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 5,
  "pageCount": 10,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "research-note",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 5,
  "notes": "The slide uses a quote and data points to argue that BlackBerry QNX is a market leader with a significant moat due to its existing install base.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9d-5706148ca47c/5",
  "deckHref": "/decks/019dd923-622c-750b-8b9d-5706148ca47c",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9d-5706148ca47c.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9d-5706148ca47c#slide-5",
  "components": [
    {
      "bbox": {
        "h": 0.12,
        "w": 0.72,
        "x": 0.14,
        "y": 0.09
      },
      "kind": "callout",
      "text": "But the real market leader here is BlackBerry’s QNX. There’s not much chance of anyone cutting them out as they’re already working in about 40 automakers.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6f939cd9-171a-4790-b256-38e08b4427e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.72,
        "x": 0.14,
        "y": 0.57
      },
      "kind": "other",
      "text": "Note NVIDIA is already hiring engineers with QNX skills.",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cb8b91c-3afd-4072-9ef6-13ff296f7b95",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.72,
        "x": 0.14,
        "y": 0.68
      },
      "kind": "paragraph",
      "text": "If we learn anything from Intel’s buyout of Mobileye, it is that an install base is a valuable head start in autonomous driving. While we thought Intel overpaid for Mobileye, Intel’s buyout was driven by its excitement about Mobileye’s 16 million unit installed base.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bcebcda9-2afc-4610-a826-3e4dc2f30dfa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.14,
        "y": 0.81
      },
      "kind": "paragraph",
      "text": "The 60 million-install base of QNX dwarfs this. More importantly, QNX is not “betting” on which technology will win, but rather has the backbone to work with LIDAR and cameras.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "da563870-4329-4946-9314-51f8847fde86",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.52,
        "x": 0.24,
        "y": 0.2
      },
      "kind": "title",
      "text": "THE EXPANDED ROLE OF SOFTWARE IN CONNECTED AND AUTONOMOUS CARS",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ccce766b-dff7-4f08-86b6-c83d5be60687",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 5,
      "from": 5,
      "beatId": "7992b898-4d5b-467a-85e2-120e8716e560",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Evidence",
      "beatSlug": "evidence",
      "evidence": "A research note about learning from failures.",
      "position": 1,
      "confidence": 0.6,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 9,
      "from": 1,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "555b694b-1512-48e3-b5cc-11212cd7ea01",
      "evidence": "The document guides the reader through an analysis aimed at answering the initial question.",
      "position": 0,
      "objective": "Whether Blackberry can emulate NVIDIA's success",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 0.6,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}