Earnings summaries and quarterly performance for BLACKBERRY.
Executive leadership at BLACKBERRY.
Board of directors at BLACKBERRY.
Research analysts who have asked questions during BLACKBERRY earnings calls.
PT
Paul Treiber
RBC Capital Markets
9 questions for BB
Also covers: CLS, DSGX, GIB +2 more
Luke Junk
Robert W. Baird & Co.
7 questions for BB
Also covers: ALSN, APH, BWA +10 more
Todd Coupland
CIBC
7 questions for BB
Also covers: CLS, LSPD, RBRK +1 more
TC
Trip Chowdhry
Global Equities Research
5 questions for BB
WK
William Kingsley Crane
Canaccord Genuity
3 questions for BB
Also covers: AI, ALAR, CFLT +9 more
KC
Kingsley Crane
Canaccord
2 questions for BB
Also covers: GTLB, PATH
Luke L. Junk
Baird
2 questions for BB
DC
Daniel Chan
TD Cowen
1 question for BB
Also covers: CLS, DCBO, DSGX +1 more
Steven Li
Raymond James
1 question for BB
Also covers: DSGX
TI
Thomas Ingham
CIBC
1 question for BB
Also covers: CLS, LSPD, NVEI +2 more
Recent press releases and 8-K filings for BB.
BlackBerry Reports Financial Stability and QNX Growth Momentum
BB
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- BlackBerry is on pace to exceed $530 million in revenue this year, having achieved seven consecutive quarters of improving net income profitability, with the last three being net income positive, and demonstrating sustainable cash generation.
- The QNX business, positioned as the company's growth engine, boasts an $865 million backlog (up from $460 million in Q4 2022) and is on a path to Rule of 40 status with double-digit top-line growth.
- Strategic initiatives within QNX include the 2024 launch of QNX 8.0 for advanced edge compute, the new Alloy Kore platform to increase software content per vehicle, and significant expansion into General Embedded (GEM) markets, which currently show a 50/50 pipeline split between auto and GEM, compared to an 80/20 revenue skew towards automotive.
- The Secure Comms business provides a stable foundation with predictable revenue, profit, and cash, supporting investments in QNX, while the company also monetizes its extensive intellectual property through licensing.
2 days ago
BlackBerry Reports Financial Turnaround and QNX Growth Initiatives
BB
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- BlackBerry is on pace to exceed $530 million in revenue this year, having achieved seven consecutive quarters of improving net income profitability, with the last three being net income positive, and sustainable cash generation.
- The QNX business, identified as the company's growth engine, boasts an $865 million backlog (up from $460 million in Q4 2022) and is on a path to achieve Rule of 40 status.
- Strategic initiatives for QNX include the 2024 launch of QNX 8, the Alloy Core platform designed to significantly increase average selling price per socket, and expansion into the General Embedded (GEM) market, where the pipeline is now 50/50 with automotive, compared to an 80/20 revenue skew towards automotive.
- QNX technology is currently deployed in 275 million vehicles, with recent significant customer engagements including BMW's new generation of vehicles and Mercedes-Benz's endorsement of Alloy Core.
2 days ago
BlackBerry Provides Update on QNX Growth and Financial Performance at CES 2026
BB
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- BlackBerry is on pace to exceed $530 million in revenue this year and has achieved seven consecutive quarters of improving net income profitability, with the last three being net income positive. The company also reports sustainable cash generation.
- The company's growth engine, QNX, launched its QNX 8 product in 2024, focusing on performance, scalability, and real-time capabilities for critical devices.
- BlackBerry announced Alloy Core, a joint development with Vector Informatik, aimed at reimagining software integration in automotive and adjacent markets, which is expected to lead to a several X uplift in average selling price (ASP) per socket. Mercedes-Benz has endorsed Alloy Core.
- QNX has a backlog of $865 million, an increase from $460 million in Q4 2022, providing a significant runway for future revenue growth. The QNX business is heading towards Rule of 40 status with double-digit top-line growth.
2 days ago
BlackBerry Reports Strong Q3 FY2026 Results and Raises Full-Year Guidance
BB
Earnings
Guidance Update
Share Buyback
- BlackBerry reported Q3 Fiscal Year 2026 total company revenue of $141.8 million, exceeding guidance, with adjusted EBITDA of $28.7 million (20% margin) and non-GAAP EPS of $0.05. The company achieved GAAP net income of $13.7 million for the third consecutive quarter and generated $17.9 million in operating cash flow.
- The QNX division recorded an all-time record quarterly revenue of $68.7 million, representing 10% year-over-year growth, and is now powering 275 million vehicles on the road.
- For Secure Communications, annual recurring revenue (ARR) increased $3 million sequentially to $216 million, and the division secured significant U.S. government expansions and an eight-figure multi-year renewal with the Dutch government.
- BlackBerry raised its full-year Fiscal Year 2026 guidance for total company revenue to $531-$541 million and adjusted EBITDA to $94-$104 million, and expects Q4 operating cash flow to be $40-$45 million.
- The company repurchased 1.2 million shares for $5 million in Q3 at an average price of $4.13 per share.
Dec 18, 2025, 10:30 PM
BlackBerry Reports Strong Q3 2026 Results and Raises Full-Year Guidance
BB
Earnings
Guidance Update
Share Buyback
- BlackBerry reported Q3 fiscal year 2026 total company revenue of $141.8 million, exceeding the high end of guidance, with GAAP net income of $13.7 million and non-GAAP EPS of $0.05. This marks the third consecutive quarter of GAAP profitability and the seventh consecutive quarter of sequential improvement in GAAP net income.
- The QNX division achieved record quarterly revenue of $68.7 million, representing 10% year-over-year growth, and now powers over 275 million vehicles on the road. Secure Communications delivered $67 million in revenue, with annual recurring revenue (ARR) increasing $3 million sequentially to $216 million.
- The company generated operating cash flow of $17.9 million and free cash flow of $17 million in Q3 2026, reflecting strong execution and disciplined cost management. Additionally, BlackBerry repurchased 1.2 million shares for $5 million at an average price of $4.13 per share during the quarter.
- For the full fiscal year 2026, BlackBerry raised its total company revenue guidance midpoint to $531-$541 million and adjusted EBITDA guidance midpoint to $94-$104 million. The company expects to generate $43-$48 million in operating cash flow for the full fiscal year.
Dec 18, 2025, 10:30 PM
BlackBerry Reports Strong Q3 2026 Results, Raises Full-Year Guidance
BB
Earnings
Guidance Update
Share Buyback
- BlackBerry reported strong Q3 fiscal year 2026 results, with total company revenue of $141.8 million and Non-GAAP EPS of $0.05, both exceeding guidance.
- The company achieved its third consecutive quarter of GAAP profitability, with GAAP net income of $13.7 million , the strongest quarterly GAAP net income since Q4 fiscal year 2022.
- The QNX division set an all-time record for quarterly revenue at $68.7 million, representing 10% year-over-year growth , and now powers more than 275 million vehicles on the road.
- Secure Communications revenue reached $67 million , with Annual Recurring Revenue (ARR) increasing $3 million sequentially to $216 million.
- BlackBerry raised its full-year fiscal 2026 revenue guidance to $531-$541 million and Adjusted EBITDA guidance to $94-$104 million , and repurchased 1.2 million shares for $5 million in Q3.
Dec 18, 2025, 10:30 PM
BlackBerry Reports Strong Q3 FY2026 Results and Provides FY2026 Guidance
BB
Earnings
Guidance Update
Share Buyback
- For Q3 FY2026, BlackBerry reported total revenue of $141.8 million, achieving GAAP net income of $13.7 million and GAAP basic earnings per share of $0.02. The company also generated $17.9 million in positive operating cash flow.
- The QNX division achieved its highest revenue quarter ever with $68.7 million, marking 10% year-over-year growth, while the Secure Communications division exceeded guidance with $67.0 million in revenue and saw its Annual Recurring Revenue (ARR) increase to $216 million.
- BlackBerry provided guidance for Q4 FY2026, expecting total revenue between $138 million and $148 million and non-GAAP basic EPS of $0.03 to $0.05. For the full fiscal year 2026, total revenue is projected to be $531 million to $541 million, with non-GAAP basic EPS of $0.14 to $0.16.
- The company returned $5 million to shareholders by repurchasing approximately 1.2 million common shares in Q3 FY2026, and its total cash, cash equivalents, short-term and long-term investments increased sequentially to $378 million.
Dec 18, 2025, 10:12 PM
BlackBerry Highlights QNX Automotive Software Growth and Market Expansion
BB
Revenue Acceleration/Inflection
New Projects/Investments
- BlackBerry has transformed into a software company, with its QNX division being a dominant player in foundational automotive software, powering over 255 million cars globally.
- The company reported a strong backlog for estimated future royalties of $865 million, which has been growing at a CAGR of over 20% and provides a long line of sight into future revenue.
- BlackBerry's QNX business is profitable, having achieved a rule of 40 last quarter.
- The addressable market for BlackBerry's QNX software is projected to triple within five years, from 25% in 2025 to 75% by 2030, driven by the automotive industry's shift towards consolidated high-performance compute systems.
Nov 19, 2025, 8:50 PM
BlackBerry Outlines Automotive Software Market Leadership and Growth Trajectory
BB
Revenue Acceleration/Inflection
New Projects/Investments
- BlackBerry's QNX software, which accounts for approximately half of its revenue, is a dominant foundational layer powering over 255 million cars globally, particularly in critical automotive domains like digital cockpits and ADAS.
- The company reported a robust backlog of $865 million for estimated future royalties, which has been growing at a CAGR of over 20% in recent years, providing significant revenue visibility.
- BlackBerry anticipates its addressable market within the automotive sector to triple within five years, expanding from 25% in 2025 to 75% by 2030, driven by the industry's shift towards consolidated vehicle architectures.
- BlackBerry achieved the Rule of 40 last quarter, indicating a profitable business model.
Nov 19, 2025, 8:50 PM
BlackBerry Highlights QNX Automotive Software Dominance and Strong Backlog
BB
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- BlackBerry has transformed into a software company, with its QNX product holding a dominant position in foundational automotive software, powering over 255 million cars globally in domains such as digital cockpit and ADAS.
- The company reports a strong backlog for estimated future royalties from QNX, currently at $865 million. This backlog has grown at a CAGR of over 20% in recent years, exceeding revenue growth and suggesting an expected inflection point in revenue over time.
- The QNX business is highly profitable, having achieved the rule of 40 in the last quarter.
- BlackBerry's software is crucial for the automotive industry's ongoing shift towards consolidated, high-performance compute systems, such as digital cockpits and ADAS, which enhances the value of their offerings.
Nov 19, 2025, 8:50 PM
Quarterly earnings call transcripts for BLACKBERRY.
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