BB seems to be doing solid work with the auto division, between the fully integrated software dashboard to the self-driving systems they're also working on (two separate but related pieces). IMO, it's a very good fit for the QNX division and for BB in general, as security (of various types) is super important in that space. The market is responding to that potential, and BB's timing is quite good, so it's very positive for the company overall.
Very positive report for a small software and services company that seems to be stable and growing.
Just nothing about how licensing associated with hardware is doing or if they expect it to have any future impact.
I doubt the Android licensing is ever going to matter that much. But it's fine, Chen has a nice little growing company now. This validates the move away from phones and means they are on the right track finally.