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BlackBerry 2017 Analyst Summit

SAFE HARBOR STATEMENT


Some of the statements we will be making today constitute forward-looking statements and are made
pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and
Canadian securities laws.
We will indicate forward-looking statements by using words such as expect, plan, anticipate, estimate,
may, will, should, forecast, intend, believe, continue, and similar expressions.
Forward-looking statements are based on estimates and assumptions made by the Company in light of
its experience and its perception of historical trends, current conditions and expected future
developments, as well as other factors that the Company believes are appropriate in the circumstances.
Many factors could cause the Companys actual results, performance or achievements to differ materially
from those expressed or implied by the forward-looking statements, including the risk factors relating to
the Company that are discussed in the Risk Factors section of our Annual Information Form, which is
included in the Companys Annual Report on Form 40-F, and the Companys MD&A (copies of which
filings may be obtained at www.blackberry.com). These factors should be considered carefully, and you
should not place undue reliance on the Companys forward-looking statements.
The Company has no intention and undertakes no obligation to update or revise any forward-looking
statements, whether as a result of new information, future events or otherwise, except as required by law.
Opening Remarks

Marty Beard
Chief Operating Officer
Exploding Connections . . .
20.8 billion
connected things

On average, 10 million new


things added every day

6.4 billion 6.1 billion


connected things smartphones

3.9 billion
smartphones
In 2016 By 2020
Source: Ericsson Mobility Report, November 2016

2017 BlackBerry. All Rights Reserved. 4


And Threats . . .
Number of confirmed breaches due to hacking rising rapidly
1,500

1,000

500

0 5

2005-2015
Source: Verizon Data Breach Investigations Report, April 2015

2017 BlackBerry. All Rights Reserved. 5


And Enterprise Impact

CYBER ATTACKS CEOS DO NOT INCREASED FOCUS FOR


ARE COSTLY FEEL PREPARED COMPANY BOARDS

$400B 50% 82%


Estimated global Of CEOs at Of boards are
cost of cyber- companies with concerned or very
attacks annually $500M+ revenue concerned about
feel unprepared cybersecurity
for a cyber-attack 6

Source : Center for Strategic and International Studies, June 2014, sponsored by McAfee - Source: ISACA State of Cybersecurity: Implications for 2016
Source : The major survey targeted 1,278 CEOs in 10 key markets (Australia, China, France, Germany, India, Italy, Japan, Spain, UK and US) and nine key industry sectors (automotive, banking, insurance, investment management, healthcare,
manufacturing, technology, retail/consumer markets and energy/utilities). A quarter of the respondents have over US$10 billion in annual revenue, with no responses from companies under US$500 million

2017 BlackBerry. All Rights Reserved. 6


Growing Need

Enterprises Now Require:


Secure Network
Secure Operating System
Connected More Cyber
Secure Communications
Things Protection Threats
Secure Applications
Secure Management
Secure Analytics
Software Drives the Protection and the Value . . .

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Enterprise of Things
The Internet of Things is transforming how
we live. McKinsey & Company estimate $4+
trillion of value will be created by 2025.

70% of this value will be driven by B2B use


cases in areas like healthcare, logistics,
transportation, energy and security.

We call these segments the Enterprise of


Things - this is our strategic focus.

And we secure, manage and connect the


Enterprise of Things via BlackBerry Secure.

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Industry Approach

Healthcare Financial Services Government Transportation

We focus on strategic industries with vertical specific


use cases and work with channel partners to reach
other segments and the mid-market
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Product Marketing
COPE BYOD COBO

BlackBerry Apps
Communication Collaboration EFSS
ISV Apps &
Ecosystem
Custom
Apps CLOUD
We are changing the
END-TO-END
SECURITY Core Platform
narrative from a brand
Enterprise Mobility Management Secure Containers DRM Open APIs HYBRID associated with hardware
Global Secure Connectivity to a brand synonymous
RICH USER
EXPERIENCE
Secure Communications Global NOCs Identity & Access Split Billing
ON-PREM with critical enterprise
Complete Cross-Platform Secure Enterprise Mobility Solution
software solutions

SMARTPHONE TABLET COMPUTER WEARABLE IOT

Ecosystem Customer
High Tech,
Manufacturing Telco
Strategic Services,
Travel,
Government
Retail

ISV
Oil & Gas,
Utilities Logistics

Aerospace
Legal
& Defense
Reseller

Automotive
Financial
Services
Developer Healthcare

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OUR VISION
The enterprise of things

OUR MISSION
Secure, connect and mobilize the enterprise

OUR VALUE PROPOSITION


BlackBerry Secure - the most secure and comprehensive way to connect
people, devices, processes and systems for the enterprise of things
Financial Remarks

Steven Capelli
Chief Financial Officer
Key Financial Objectives
Above-market software growth driven by:
Unified endpoint management
Embedded software and connected car
Mobile security and cybersecurity

Profitability in all business units

Overall company profitability

Overall positive free cash flow


14

2016 BlackBerry. All Rights Reserved. 14


Strong Financial Foundation Positions BlackBerry for Growth
YTD FY17 Revenue* YTD FY17 Profitability*

Total Revenue: Operating Inc.: $42M


$1,077M EPS: $0.01
Software: $493M Adj. EBITDA: +$140M
Y/Y Growth: +32% 12 consecutive quarters
positive
Software Orders with
9,000-plus Enterprise
Customers

* Non-GAAP

2017 BlackBerry. All Rights Reserved. 15


Strong Position and Leadership in Converging
Opportunity to Securely Connect the World

Enterprise Mobility BlackBerry is uniquely positioned to address


market convergence:
Embedded Software
Market leadership IoT / EoT
with large and Mobile Security Unified End Point Management
Dominant share in
growing base: automotive: Connected Car / Autonomous Driving
Highest scores in 6 of
- 20% share in EMM - 50%-plus share in 6 critical capability
- 23,700 enterprise infotainment use cases for high
customers security mobility
- In 60 million vehicles management
worldwide
(Gartner, Aug 2016)

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Investments and Initiatives to Drive Continued Growth

Product
Go To Market Cybersecurity
Development

Direct Enterprise Sales BlackBerry Secure Cybersecurity Operations


capability comprehensive mobile Center for FedRamp
security platform
Channel Partner Program Cybersecurity Services
360 new partners YTD in BlackBerry Radar asset Practice
FY17; 1,192 total tracking solution
Vertical Partnerships in Ottawa Innovation Center
Cybersecurity for Autonomous Driving

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Enterprise Mobility

Carl Wiese
President of Sales and Services
Agenda

1.What is the Market Opportunity for BlackBerry?


2.How are we addressing it?
3.What is Next?
Our Market Opportunity is Growing
Embedded & EoT

Applications

Applications
Professional Services
Professional Services

EMM UEM
EMM
MDM

COMPUTER WEARABLES

SMARTPHONE SMARTPHONE TABLET

Device Management Mobility Management Enterprise Management Extending the Enterprise


(Circa 2012) (2013 2014) (2015 2016) (2017+)

Market was BlackBerry only Evolution of cross platform Tablets=>Laptops=>Wearables


21
Enterprise of Things
Secure Email Device Management
Focus on BYOD Enterprise Applications Seamless Workflow

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BlackBerry Go-To-Market Focus
GTM Objectives: Expand the Base | Drive Net New Logos | Grow With Partners

Regulated Non Regulated

Financial Government Healthcare Wholesale Aerospace & Transportation Mfg.


Services & Retail Defense

Increased focus on engaging with value: 48% of Tier 1 users already transitioned to BlackBerry Work

Increased focus on driving non regulated business: 39% of revenue FY17 YTD from non regulated customers

Increased focus on corporate accounts outside of the F2000 and governments: 75% increase in Sales HC

Increased focus on driving scale through partners: Channel > 60% of Billings22for FY17Q3

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Driving Business Outcomes

Mobilize sales team BYOD to improve Mobilize Field Services Consolidate


collaboration to communications to increase capacity infrastructure to
improve sales by 20% & response by 15% by 25% improve TCO by 30%

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Engaging to Change the Conversation
Industry & LoB Engagement

24

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Customers are Responding
High Tech,
Manufacturing
Telco

Services,
Travel, Government
Retail

Oil & Gas,


Logistics
Utilities

Aerospace Legal
& Defense

Automotive
Financial
Services
Healthcare
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Robust BlackBerry Ecosystem
Alliances ISVs Resellers
(1,000+)

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Delivering Enterprise Level Customer Support

Waterloo, ON Maidenhead, UK
Halifax, NS
San Ramon, CA
Sunrise, FL Wroclaw, Poland
Mountain View,
CA Irving, TX
Tokyo
Israel Japanese customer support
only

Singapore

Region Hours of Operation

NALA 8AM 8PM Eastern Time

APAC 7:30PM 4AM Eastern Time

EMEA 2AM 11AM Eastern Time


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BlackBerry Enterprise Professional Services Today
Professional Services Cybersecurity Services

1. Secure Mobility Management 1. Software Security Engineering


Consulting Product development GAP analysis, Design review,
BYOD policy definition and Threat modeling, Source code review, Technical Risk
execution, Mobile app strategy, etc. Analysis, M&A Due Diligence
2. Secure Mobility Design and 2. Open Source & Software Vulnerability Management
Implementation Services 3. Security Assessments
Packaged Platform Deployment, Penetration Testing, Web application vulnerability, OS
Infrastructure Health Check, End build reviews
User Adoption Services
4. Incident Response
3. Mobility Educational Services
Forensics, Data Recovery
Administration and Application
Developers 5. Social Engineering and Physical Security testing
Red Team
6. Certification and Education Services
PCI DSS, Cyber Essentials

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BlackBerry Security Lifecycle
A full circle application, security and mobility services provider

Mobility Management Planning Design and Implementation


Assessments
M&A Due Diligence
Strategy Assess Penetration Testing
Breach Detection and Prevention

Monitor Implement
Vulnerability Management
Migration and Implementation
Services
Security and Threat Monitoring
Incident Response / Forensics
Security Compliance
Security Training & Certifications

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What Will Be The Target Markets

Financial Services Government Healthcare

Utilities Transportation Oil and Gas / Mining Manufacturing

Focus on current regulated enterprise markets as customers intensify their digital transformations

Expansion into markets where embedded software and critical infrastructure is important (utilities, healthcare, transportation)

This portfolio of services will allow us to extend our reach beyond our traditional customer base to net new industries

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Creating The Extended Enterprise
New business
processes through
frictionless workflows
Leverage EoT

Focus on mobilizing
existing process
LoB engagement
Designed to facilitate
sharing

Value
Designed with limited Still built on legacy
systems in mind workflows
PIM Focused

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Legacy Processes Collaboration Mobilizing Existing Apps Extending the Enterprise

Goal
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Enterprise Apps

Billy Ho Frank Cotter


Executive Vice President, Vice President,
Enterprise Products & Enterprise Product
Value Added Solutions Management
Product Strategy to address market needs
End-to-end Secure Platform Secure and Connect Enterprise
of Things
COPE BYOD COBO

BlackBerry Apps
ISV Apps & Custom
Communication Collaboration EFSS Ecosystem Apps CLOUD

END-TO-END
SECURITY Core Platform
Enterprise Mobility Management Secure Containers DRM Open APIs HYBRID

Global Secure Connectivity


RICH USER Secure Communications Global NOCs Identity & Access Split Billing
EXPERIENCE ON-PREM

Complete Cross-Platform Secure Enterprise Mobility Solution

SMARTPHONE TABLET COMPUTER WEARABLE IOT

End-to-end mobile application platform Externalize Service to secure and connect EoT

Unleash a distributed business network by making it


Run your business on mobile by providing secure end- easy to externalize business workflow by extending
to-end mobile application platform in-house and third party systems with a cohesive user
experience and embedded yet invisible security
34
Across any employee/customer/partner, endpoint and
ownership model

2016 BlackBerry. All Rights Reserved. 34


BlackBerry Secure EoT Platform 1.0
Secure end-to-end mobile application platform to run your business on all end points

COPE BYOD BYOT COBO

BlackBerry Apps
ISV Apps & Custom
Communication Collaboration EFSS Ecosystem Apps CLOUD

END-TO-END Platform-as-a-service
SECURITY
End-to-end Platform Services

Enterprise Mobility Management Secure Containers Workspaces/DRM Messaging

Security and Scalability Core Foundation


RICH USER Secure Communications Global NOCs Identity & Access Connectors
EXPERIENCE ON-PREM

SMARTPHONE TABLET COMPUTER WEARABLE IOT

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BlackBerry Secure EoT Platform 1.0

Customer values
COPE BYOD COBO
Integrated end-to-end comprehensive cross-platform solution
BlackBerry Apps
ISV Apps & Custom
Secure network and communication
END-TO-END
Communication Collaboration EFSS Ecosystem Apps CLOUD
One brand
Suite offering to meet all stages of mobility deployment
SECURITY Core Platform
Enterprise Mobility Management Secure Containers DRM Open APIs HYBRID

RICH USER Secure Communications


Global Secure Connectivity
Global NOCs Identity & Access Split Billing
Customer Deployment proof points (Jan 16 > Jan 17)
EXPERIENCE ON-PREM

Complete Cross-Platform Secure Enterprise Mobility Solution


~2/3 of devices under management are non-BlackBerry BBOS/BB10
UEM (aka BES12) total devices under management grew by ~200% YoY
Number of enterprise Dynamics apps grew by 40%
SMARTPHONE TABLET COMPUTER WEARABLE IOT

Overall Dynamics app footprint grew by >250%


BlackBerry Secure EoT Platform 2.0
Unleash distributed business network to externalize services, secure and connect Enterprise of
Things

COPE BYOD COBO M2M

BlackBerry Apps
ISV Apps & Custom
Communication Collaboration EFSS Ecosystem Apps CLOUD

END-TO-END Platform-as-a-service
SECURITY
End-to-end Platform Services
HYBRID
Enterprise Mobility Management Secure Containers Workspaces/DRM Messaging

Security and Scalability Core Foundation


RICH USER Secure Communications Global NOCs Identity & Access Connectors
EXPERIENCE ON-PREM

Complete Cross-Platform Secure Enterprise Mobility Solution

SMARTPHONE TABLET COMPUTER WEARABLE IOT

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BlackBerry Secure EoT Platform 2.0
Unleash distributed business network to externalize services, secure and connect Enterprise of
Things COPE BYOD COBO M2M

BlackBerry Apps
ISV Apps & Custom
Communication Collaboration Team EFSS Ecosystem Apps
WorkSpaces CLOUD

END-TO-END Platform-as-a-service
SECURITY
UEM and Trusted Dynamic and
Organization PIM Services Authentication Content
Provisioning
Network Services Services
Services Notification Document Messaging
Services Thin Client to
Services all end points Services Services
SSO Extend to
Extend to Externalize Mobile ZSO EoT/M2M
EoT Services WorkFlow
RICH USER
EXPERIENCE ON-PREM
End-to-end Platform Services

EMM AtHoc Secure Containers Workspaces/DRM Messaging

Security and Scalability Core Foundation


Secure Communications Global NOCs Identity & Access Connectors

Complete Cross-Platform Secure Enterprise Mobility Solution

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BlackBerry Business Value
Comprehensive unified endpoint management with industry-leading security
Unified management for wide range of devices, apps, content and identity (BlackBerry UEM)
Ranked by Gartner as the Industry Leader in 6 of 6 high-security use cases1:

Best-in-class secure mobile productivity and collaboration for improved operations


All-in-one IM, email, contacts, calendar, presence and documents app, plus tasks and notes (BlackBerry Work, Tasks, Notes, Connect)
High-performance VDI alternative with support for HTML5 web apps and intranet access without a VPN (BlackBerry Access)
Enhanced workflows and secure file sharing (BlackBerry Workspaces)

Rich development platform for enhanced custom/partner app enablement


Comprehensive platform SDKs for rapid development for iOS, Android, Windows, macOS
Over 100 enterprise ISV partners and 3000+ custom apps built on BlackBerry Dynamics platform
Cross-platform application development frameworks (Xamarin, Cordova/PhoneGap, HTML5 web apps)
App diagnostics and analytics built-in
Unique global secure communications infrastructure for complete end-to-end protection
NOC-based architecture delivers unmatched security and scale via a single port connection
Highly scalable global architecture enables powerful secure app and identity services (BlackBerry Enterprise Identity)

Leading regulated mobility solutions portfolio for full industry compliance


Defense-grade containerization, file-level rights management, secure real-time communications (BBM Enterprise, SecuSUITE) and
39
crisis alerting (AtHoc)

1 Gartner, Critical Capabilities for High-Security Mobility Management, August 2016.

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EoT - Headworn Wearable Devices
Nascent category that enable hands-free access to
real-time visual information.
High growth: 108K units shipped in 2015. 7.94M units
expected to ship in 2021 49% enterprise 1
Key use scenarios include video and audio calling,
step-by-step instructions, live checklists, notifications,
bar-code scanning, GPS navigation etc.
Industry vertical use cases for Field service,
Manufacturing, Logistics, Maintenance, First
responder.
Benefits to enterprise include increased productivity
via accelerated task completion, increased accuracy,
reduced re-work rates and maximized uptime.

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1 https://www.tractica.com/research/wearable-devices-for-enterprise-and-industrial-markets/

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EoT Connected Car PoC
The QNX CAR Platform for Infotainment
includes a wide array of QNX technologies
QNX Neutrino realtime OS
Mobile connectivity framework
Multi-media engine
Application framework supporting Qt, HTML5 and other
native UI toolsets and apps.

UEM PoC enables device enrollment,


connectivity, inventory, reporting, IT actions,
application management etc.

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Eugene Petzer
Technology Architect
Freshfields Bruckhaus Deringer - Overview
Business:
Global law firm founded in 1743 with 5,000 employees and 27 offices
In 2015, the top ranked law firm for European, UK and Asia-Pacific M&A.

Technology
4,500 devices, BlackBerry, iOS, Android
Corp owned and BYOD
Consolidating from two EMM vendors to one (BlackBerry/UEM with BEMS)
UEM will replace:
Mobile Iron
GFE
Good Dynamics

43
BES10

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Freshfields Bruckhaus Deringer - Applications

Used BlackBerry Dynamics as it eased mobile development by providing an


abstraction layer which reduced complexity while provide security and
secure connectivity
Used for different categories of applications:
1. Existing desktop app - made an existing desktop Contacts application available on
mobile while application development took months, applying the Dynamics SDK only
took 1 day
2. Short term apps some mobile apps were only need for 1-2 quarters (e.g. conference
apps) and Dynamics SDK made it easy
3. LOB Apps Dynamics SDK enabled a rapid prototyping approach so apps could be
quickly and easily created to see if they delivered business value
4. Partners convinced partners to use Dynamics SDK (a Dynamics version of the product
allowed more extensive use of their product via BYO)
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Company Contacts Application
All Contacts Search Favourites Office Info Settings & Info

Initial screen Search screen Save frequent Select office for Settings lists first
shows all criteria allows for contacts as contact details aiders by office
contacts, listed more focused favourites Displays map Display status of
alphabetically results updates
Allows switch to
maps app Update options

2017 BlackBerry. All Rights Reserved. 45


Enterprise Information
Sharing

Guy Miasnik
President, AtHoc, a Division of BlackBerry
Information sharing is vital to enterprise
success but complexities are common
Enterprises require but there are challenges

Balancing security needs


Workforce
Collaboration

Supporting unique business


processes
Business continuity

Extending to enterprise
And many more 48 eco-system

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Examining business continuity needs
Contra Costa County Office of
Emergency Services (OES)
Responsible for emergency preparedness and
disaster management

Coordinates information, plans for resources, and


1.1M residents supports priorities among County agencies, local
Significant petro-chemical governments, and special districts.
industry
Chevron Serves as a link between the Federal Emergency
Shell Management Agency (FEMA), California
Emergency Management Agency (CalEMA) and the
Tesoro
Countys cities, towns, villages and special
Dow Chemical districts.

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Smart City safety enabled by connected endpoints
Internal
Notification

Accountability
Internal event
Notification
External
Contra Costa Health
County
Office of
orgs.
Emergency
Services
Gas
Sensor Citizens

Fire Police Etc.

External 50

Notification Other
input

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Heather Tiernan
Community Warning System Manager at
Contra Costa County Office of the Sheriff
Contra Costa County: Chevron Refinery Fire

Chevron Refinery
BART Station

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BlackBerry services and applications enable secure
information sharing to address specific business needs
Platform Services Business Applications

Workspaces for collaboration


and file sharing BlackBerry AtHoc Alert for
Crisis Communications
OrgConnect for BlackBerry AtHoc Account
cross-organization for Personnel Accountability
collaboration
BlackBerry UEM for securing
controlling endpoints
Notification for
event driven processes BlackBerry Dynamics for
managing mobile app
security
BBM Enterprise for
secure communication 54

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Workspaces enables secure collaboration and file
sharing, customized by business process

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OrgConnect delivers cross-organizational information
sharing and collaboration

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AtHoc Account business app - securely manages
personnel safety to ensure business continuity

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BlackBerry secures information sharing with services and
apps that support business processes

BlackBerry is building a unique platform that already


delivers solutions for complex information sharing needs

With its security track record, communication expertise,


cross-org end-point management capability and customer
trust, BlackBerry is positioned to deliver unique value in this
market space
Cars & Trailers

Sandeep Chennakeshu
President, BlackBerry Technology Solutions
UEM for Mobile End Points
Connected Cars, Trailers and More
UEM Snap-Ins
single pane of glass to
merge IT and OT
management activities
Fleet
Management
Dashboard

RADAR
Logistics
Dashboard

Vehicle
Software
IoT Health Check
Platform
IT Endpoint
Management,
OTA
61 & ECU
Single Sign-
management
Security, OTA On to Console

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Zoriana Workun
Director of Eastern Operations
Joost de Vries
VP of Sales & Service
The Evolution of Karma
We are a new OEM/Start-Up, with a running start
November 2011 MY12
Fisker Karma launched

About 2,300 cars were sold. 1,600 in


NASA and 700 in the rest of the world

Received many awards for technical


vehicle innovations and exceptional
styling

Assets purchased for $140M in March


2014

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The Evolution of Karma
Primary interface is Wanxiang America large established U.S. Company

Established in 1994
2015 - $3.5B Revenue
Headquartered outside Chicago
28 U.S. companies, 12,500
employees
January 2014 - Purchased A123
for $256.6 Million

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The Evolution of Karma
Our owners represent patient capital; You dont build an aspirational NEW luxury
brand overnight.

Its my dream to build cars.


If I cant in my life, then my
Son will. If my Son cant,
then my Grandson will
carry the flag forward.

Chairman Lu Guanqiu

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The Evolution of Karma
Our growth has been rapidsourcing people from many locations
800 Company Growth
700
600
Headcount

500
400
300
200
203 749
100 22
0
MM
a racrhc h2 0 21 0
4 14 M a rMc a
h r 2c 0h1 52
015 Y e aYr e Ea nr d E2n0 d1 62 0 1 6
Axis Title

67

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The Evolution of Karma
Built a new purpose-built 550,000 sq.ft. low volume production facility in SoCal.
Why SoCal and why new?
Proximity to Headquarters
Ability to craft high quality product
Perfectly fits our SoCal brand
image

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Our Business
Attract a small niche of Customers (a few thousand)

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Our Business
who are attracted to Product that

Speaks to them through


Beauty
Craftsmanship
Technology
EV/GT Ride
Responsible
Simply unique

Born and bred in Southern


CA

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Our Business
by communicating beauty, craft and tech in a simple and personal way.

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Karma and Connected Car
We want to be realistic and stay focused on our Customers
The industry tsunami of connectivity is arriving
Every OEM must choose their participation
Karma - walk before we run
Initially focus on connectivity that provides
customers with a simpler ownership experience
(e.g. vehicle health and diagnostics, service
updates OTA)
After the OEMs and suppliers spend the big
discovery money, we will draft in quickly behind
Karma - Mindful of our customer
Owners choose us because they enjoy driving, because of
the emotional return of driving
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Evolution of Karma and Connected Car
What we are (and what were not)

Art
Craft
Tech
Eco-Friendly
EV/GT Ride
Connected Car
Autonomous
Super Tech

OLD SCHOOL

73

(Our owners love style and enjoy driving!)

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Karma + BlackBerry
Applications
& Services

Secure OTA &


IVI Telematics
SW Delivery
Infrastructure Vehicle Security &
Cluster Acoustics Secure Health Management
& services
Services Authentication System

Gateways
BlackBerry Products Used in Revero
1. QNX Neutrino Embedded Operating System
Secure
RTOS
2. QNX CAR (Connected Automotive Reference) Infotainment & Digital Instrument Cluster
3. QNX Acoustics Active Noise Reduction and Echo Cancellation
Secure Vehicle
Software Platform
4. QNX Wireless Framework Cellular communications
5. BlackBerry IOT OTA Secure Over-the-Air Updates to infotainment, instrument cluster,
Secure
Manufacturing and ECUs (electronic control units)
6. Certicom Managed Public Key Infrastructure (M-PKI) Secure inter & intra vehicle
networking communication 74

7. Certicom AMS (Asset Management System Secure Manufacturing

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OTA Experience

Security, OTA

IoT Vehicle Software OTA & ECU


Platform Health Check management

How do we intend to use OTA, and why we chose


BlackBerry OTA
Ease of implementation (took 15 days to bring up over Christmas)
Will be used initially for updating the infotainment features as well as
3 ECUs
SERIOUS cost reducer of warranty expenses once fully connected 76
IT Endpoint Management,
into the complete architecture of the vehicle Single Sign-On to Console

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Secure Mobile Solutions

Alex Thurber
Senior Vice President,
Devices Global Sales
MOBILITY SOLUTIONS STRATEGY
Focus on profitable growth and expanding our addressable market

Best in Class
BlackBerry Best Software
in Class Secure development
Software as a business

Growth + Profitability
BlackBerry 10 BlackBerry BlackBerry
Ford
Engineering
Devices Secure Android Services Agreement
Completed

Completed:
BlackBerry 10 -BlackBerry Supply
-TCL Global
10.3.3 Compliant Agreement
-Indonesia
-Licensing BlackBerry -Hub+
Brand and Software
In Progress:
Secure Emerging Markets
Govt/Regulated Android/BB10 for BlackBerry Productivity and
Industries Enterprise Security
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Security Increasingly Important
To Smartphone Users
DEGRADED PERFORMANCE & DOWNTIME
Malware like viruses can take over your phone, impacting performance and even rendering your
MALWARE HIJACKS phone unusable, disconnecting you from your mobile world and impacting your productivity.
YOUR PHONE If your phones manufacturer doesnt release timely security updates, you could be left
vulnerable to new threats.

LOST CONTROL OF YOUR PRIVACY


APPS STEAL YOUR Seemingly harmless apps could potentially be surreptitiously accessing and sharing details like
your name, location, contacts and other sensitive personal data, compromising your online
INFOMATION privacy.
Determining what apps are accessing your information can be difficult.

YOUR REPUTATION COULD BE AT RISK


If your stored data isnt encrypted, it could be accessed and shared online, with potentially
YOUR PHONE IS LOST damaging consequences to your reputation, finances, etc.
OR STOLEN If your device is unlocked, a thief could easily have access to all of your apps and information.
B
W

Security Evolution
Security Assurance Level

Government

Enterprise
PIM enterprise enhancements
SME AfW password
IT policy & device profiles
SD Card encryption
Certificate validation
Least cost routing
Consumer
Certificate manager
DTEK Network Monitoring Smart Card support
Password Keeper VKB Integration
Password Keeper Chrome Plugin
Platform hardening
81
BIDE enhancements
BSIS Lite

2016 BlackBerry. All Rights Reserved. 81


HOW OTHERS APPROACH SECURITY

Most vendors provide Device Hardware


INDIVIDUAL PIECES of security. Samsung, LG, Apple

Individual security offerings are reliant on


OS Platform
Android, iOS, Windows
other solutions to support their product
resulting in: Anti-Virus Protection
Vulnerabilities due to longer lead Norton, McAfee, AVG

times to adapt and address new


security threats IT Security Services
root9B, Herjavec Group, IBM
Fragmented, inconsistent user
experiences Applications & Communications
Slack, Skype, Dropbox
Support complexity for IT
Increased cost to the end customer EMM
MobileIron, AirWatch

2017 BlackBerry. All Rights Reserved. 82


WHAT MAKES BLACKBERRY THE MOST SECURE

BlackBerry is the only provider Secure Manufacturing Model


of END TO END SECURITY. Certicom, Infrastructure

Secured Hardware and OS


Leveraging our security Priv, Neon, Argon, Mercury powered by Android

expertise in end to end mobility Adaptive Security


and productivity enables us to DTEK, BID, OS & Kernel Patching

design, integrate, test, and


Security Expertise
secure every part of the Security Research, Incident Response, Consulting
solution.
Secure Apps & Communications
The end result is a certified SecuSUITE, Watchdox, BBM Protected, AtHoc,
BlackBerry VPN
solution that provides best in
Secure EMM
user experiences and support. BES12, Good for Enterprise

2017 BlackBerry. All Rights Reserved. 83


Not All Smartphones are Created Equal
We started with security in mind, as a result,
Our Secure Android is equipped with all the security features you want and need

Hardware Secure
DTEK App
Root of Trust Bootloader

Adds security Uses multi- Helps users


keys to the stage monitor and fix
chipsets to verification to privacy
prevent prevent violations
devices from hacking of the
being AndroidOS
2017 BlackBerry. All Rights Reserved. 84
Current Licensing Components

Modifications to customers SW to BlackBerry Industrial Design Modifications to customers SW to


implement key security features (Boot support integration of BlackBerry
Chain, Kernel Hardening, BIDE) BlackBerry brand applications

Delivery of manufacturing system for BlackBerry applications (Hub+,


secure SW loading DTEK, Camera, Keyboard, BBM,
Launcher, etc.)
Support and services for monthly
security patches

85
SECURITY DESIGN / BRAND EXPERIENCE

2016 BlackBerry. All Rights Reserved. 85


Licensing Business Models
Fully Branded BlackBerry BlackBerry Secure*

DEVICE Enterprise Expansion


CORE VALUES

Major Carrier branded handsets

SECURITY Industrial / Verticals


FOUNDATION

Specialty/Premium

Hub+ via Google Play Store Individual and Enterprise


86

Licenses

2017 BlackBerry. All Rights Reserved. 86


Next Areas of Focus The Attack Vector of Things

2017 BlackBerry. All Rights Reserved. 87


Financial Breakout Session

Steven Capelli
BlackBerry, CFO
Software Pivot Business Benefits

Leverage acquisitions
Hardware Manufacturing to Simplify product platform and GTM
Enterprise Software message
Device software licensing model
Increased operational efficiency
De-risk Financial Model Right-size opex / reduced
infrastructure
Improved profitability
Software revenue growth
Efficient balance sheet
Drive Positive Returns
Investments in growth
Positive free cash flow

2017 BlackBerry. All Rights Reserved. 89


Software Pivot Financial Benefits

Benefits of the Software Pivot FY16 FY17 YTD


Favorable revenue mix
- Software and Services % of total* 24% 46%
- Hardware % of total* 40% 30%
- SAF % of total* 36% 24%
Margin expansion
- Overall gross margin* 46% 61%

Reduced capital requirements


- Debt $1.25B $605M

Improved profitability
- Operating income* ($118M) $42M
- EPS* ($0.20) $0.01

Reduced Enhanced
Improved
Capital Shareholder
Profitability
Requirements Returns

* Non-GAAP

2017 BlackBerry. All Rights Reserved. 90


Pillars for Growth and Driving Shareholder Value

Unified Endpoint Embedded


IOT Appliances Licensing
Management Software

Suite sales Direct relationship Radar Device software


- Q1: 528 with auto OEMs licensing
- Q2: 750 - Expand ARPU Vertical solutions - BlackBerry-
- Q3: 860 - Expand # of branded
vehicles - SW licensing
Channel growth - Productivity suite
- 360 new partners Connected car
YTD in FY17
- 1,192 total IP Portfolio

Secure connected
endpoints

2017 BlackBerry. All Rights Reserved. 91


UEM: Securing the next billion devices in the enterprise
Enterprise Devices under UEM
1,000,000,000

750,000,000

500,000,000

250,000,000

-
2016 2017 2018 2019 2020

Smartphones and Tablets PCs and Macs Enterprise of Things


Sources:
BlackBerry internal estimates
Gartner, Forecast: Internet of Things Endpoints and Associated Services, Worldwide, 2016
Gartner, Forecast: PCs, Ultramobiles and Mobile Phones, Worldwide, 2014-2020, 4Q16 Update
IDC, Worldwide Enterprise Mobility Management Software Forecast, 20162020

2017 BlackBerry. All Rights Reserved. 92


Automotive Market Segment Growth
Infotainment Market Growth Digital Cluster (DiC) Market Growth

Infotainment SAM (units) Digital+Hybrid Cluster SAM Trends


80 (units)
Millions

70 80 Digital Instrument Clusters,

Millions
60
50 60 ADAS, Telematics growing
40
30
40 faster than IVI
20
20
10
- - Gateways and high-
2016 2017 2018 2019 2020 2016 2017 2018 2019 2020
performance computing nodes
ADAS Market Growth Telematics Market Growth
will add to growth

ADAS SAM (units) Telematics SAM (units)


Require safety certification
80 80
Millions

Opportunity: 2x-3x ARPU from


Millions
70 70
60 60
50 50 automotive royalties
40 40
30 30
20 20
10 10
- -
2016 2017 2018 2019 2020 2016 2017 2018 2019 2020
Source: LMC Automotive, IHS Market, Strategy Analytics

2017 BlackBerry. All Rights Reserved. 93


Radar Total Addressable Market (TAM)
Total Equipment Market
18,000,000
Radar Differentiators
16,000,000
INSTALLATION 10 MIN. versus HOURS

SECURITY AUTHENTICATED AND ENCRYTPTED


14,000,000

DATA GRANULARITY 30 to 50 x MORE DATA


12,000,000
DATA PRIVACY FINE GRAINED PERMISSIONS
Radar
BATTERY LIFE 3+ YEARS no Charge
10,000,000
Radar Lite
TAM TAM SENSORS 7 versus 2-4
8,000,000
DOOR OPEN/CLOSE BUILT IN

6,000,000 CARGO LOAD/NO LOAD BUILT IN

USER INTERFACE BROWSER BASED


4,000,000
OVER THE AIR UPDATE YES
2,000,000
PLATFORM HOSTED GLOBAL > 99.9% AVAILABILITY

- EXTENSIBLE 94 APPS, FIREHOSE, CONNECTORS


Van Other Trailer Agriculture Construction Container Radar Radar Lite

North America South America EMEA

2016 BlackBerry. All Rights Reserved. 94


BlackBerry Analyst Summit

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