The other part of the Microsoft deal, that company’s decision to integrate its mobile products with BlackBerry Dynamics (described by BlackBerry as a secure container for mobile apps), was  more or less laughed off as totally insignificant by perennial BlackBerry bear, Seeking Alpha’s Paulo Santos.

But, as with the Azure deal, this transaction indicates that Microsoft understands that many enterprises, including banks and hospitals, highly value the security that BlackBerry provides. If Microsoft did not have such an understanding, it would not take the time needed to integrate its mobile apps with BlackBerry Dynamics.

Additionally, the deal will make integrating and using BlackBerry Dynamics easier and more convenient for enterprises, enhancing its attractiveness to them.

Finally, there is a great chance that BlackBerry will receive a portion of the revenue that Microsoft will obtain from BlackBerry Dynamics users. Since BlackBerry now has thousands of enterprise users, the deal could generate a sizable amount of very high margin revenue for BlackBerry.

And looking at the bigger picture, the transaction sets

the stage for additional deals between Microsoft and BlackBerry down the line. It could also encourage the other two major cloud players Amazon.com, Inc. (NASDAQ:AMZN)and Alphabet Inc (NASDAQ:GOOG) – to sign similar deals with BlackBerry.

Finally, BlackBerry on March 22 announced that it would “license its QNX and Certicom technology to Jaguar Land Rover.” Although The Wall Street Journal had previously reported that such a deal was in the works, the fact that it was completed  shows that the top-notch security provided by BlackBerry’s software remains highly valued by automakers.

Of course, BlackBerry will make a significant amount of money from the deal, reportedly starting next year, and Tata Motors Limited (ADR) (NASDAQ:TTM), which owns Jaguar Land Rover, could very well decide to utilize BlackBerry’s technology on many thousands more of its vehicles in the future.

BlackBerry also could make money by selling data and apps via the QNX operating system in high tech vehicles.

The Bottom Line on BlackBerry Stock

Owners of BlackBerry stock should be enthusiastic about the deals that the tech company has announced with Microsoft and Jaguar Land Rover. The transactions show that the company’s software remains high valued by the market.

Over time, these deals will generate a significant amount of revenue and high margin profits for the company, boosting BlackBerry stock.

Moreover, the transactions could easily lead to additional deals and much more revenue and profits in the not too distant future.  Investors should buy BlackBerry stock so they can profit from these trends.

As of this writing, Larry Ramer owned shares of BlackBerry stock.