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.
Paul Treiber
RBC Capital Markets
7 questions for BB
Also covers: CLS, DSGX, GIB +2 more
Luke Junk
Robert W. Baird & Co.
5 questions for BB
Also covers: ALSN, APH, BWA +10 more
Todd Coupland
CIBC
5 questions for BB
Also covers: CLS, LSPD, RBRK +1 more
Trip Chowdhry
Global Equities Research
3 questions for BB
William Kingsley Crane
Canaccord Genuity
3 questions for BB
Also covers: AI, ALAR, CFLT +9 more
Luke L. Junk
Baird
2 questions for BB
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
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 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.
38 minutes ago
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.
2 hours ago
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
BlackBerry Provides Strategic and Financial Update at Global Technology Conference
BB
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- BlackBerry has strategically pivoted to focus on three core divisions: QNX (embedded software), Secure Communications, and its IP portfolio.
- The QNX business is the fastest-growing segment, powering over 255 million cars and securing strong positions with 10 out of 10 largest OEMs and 24 out of 25 top EV makers. The launch of SDP8, a next-generation operating system, is expected to drive significantly higher Average Selling Price (ASP) per vehicle.
- QNX's royalty backlog has nearly doubled from $460 million at the end of fiscal year 2022 to $865 million at the end of fiscal year 2025, representing a CAGR of approximately 23% per year.
- The Secure Communications business has stabilized, becoming a rock-solid source of revenue, profit, and cash, achieving 16% EBITDA margins in the first half of the year.
- BlackBerry has implemented over $150 million in cost reductions , expects to generate $35 million to $40 million in operating cash flow this fiscal year, plus an additional $38 million from Arctic Wolf , and has a strong balance sheet with $363 million gross cash and $163 million net cash. The company also initiated a share buyback program, repurchasing $30 million of stock by the end of Q2.
Nov 18, 2025, 2:20 PM
BlackBerry Discusses Strategic Focus, QNX Growth, and Financial Improvements
BB
New Projects/Investments
Revenue Acceleration/Inflection
Share Buyback
- BlackBerry has pivoted to focus on two autonomous divisions: QNX (embedded software) and Secure Communications, alongside its IP portfolio.
- The QNX business is the fastest-growing segment, powering over 255 million cars globally and holding strong positions with 10 out of 10 largest OEMs and 24 out of top 25 EV makers. It anticipates increased Average Selling Price (ASP) per vehicle with its new SDP8 operating system and has a growing backlog, which reached $865 million at the end of fiscal year 2025, nearly doubling from $460 million at the end of fiscal year 2022.
- The Secure Communications business has stabilized, generating 16% EBITDA margins in the first half of the year, and provides a stable source of revenue, profit, and cash to support QNX's growth.
- BlackBerry has significantly improved its financial profile through over $150 million in cost reductions, resulting in a cash flow positive past quarter (Q2 FY2025) and an expected $35 million to $40 million in operating cash flow for the current fiscal year, plus an additional $38 million from Arctic Wolf.
- Capital allocation priorities include investing in QNX R&D and go-to-market strategies, a share buyback program (with $30 million bought back to the end of Q2), and potential tuck-in M&A with a high bar for accretion.
Nov 18, 2025, 2:20 PM
BlackBerry Reports Strong Q2 2026 Results and Raises Full-Year Guidance
BB
Earnings
Guidance Update
Share Buyback
- BlackBerry reported Q2 FY 2026 revenue of $129.6 million, a 3% year-over-year increase, with GAAP net income of $13.3 million and non-GAAP EPS of $0.04. The company also returned to positive operating cash flow of $3.4 million.
- The QNX division saw revenue grow 15% year-over-year to $63.1 million, achieving its most profitable quarter with $20.5 million in adjusted EBITDA (a 32% margin). Notable achievements included a mid-eight-figure design win in China and the formal release of QNX OS for Safety 8.0.
- The Secure Communications division generated $59.9 million in revenue and $9.7 million in adjusted EBITDA, with Annual Recurring Revenue (ARR) increasing by $4 million to $213 million. A significant five-year deal with a German government agency was secured for hosted secure voice services.
- BlackBerry raised its full fiscal year 2026 guidance for total company revenue to $519 to $541 million and adjusted EBITDA to $82 to $101 million. Non-GAAP EPS guidance for the full fiscal year is now $0.11 to $0.15.
- During Q2 2026, the company repurchased approximately $20 million worth of shares, totaling 5 million shares at an average price of $3.97 per share.
Sep 25, 2025, 12:00 PM
BlackBerry Reports Second Quarter Fiscal Year 2026 Results and Raises Full Year Guidance
BB
Earnings
Guidance Update
Share Buyback
- BlackBerry reported Q2 FY26 revenue of $129.6 million, marking a 3% year-over-year increase, and achieved GAAP net income of $13.3 million and adjusted EBITDA of $25.9 million.
- The company delivered GAAP basic earnings per share of $0.02 and non-GAAP basic earnings per share of $0.04 for the second quarter of fiscal year 2026.
- The QNX division's revenue grew by 15% year-over-year to $63.1 million, and the Secure Communications division's Annual Recurring Revenue (ARR) increased to $213 million.
- BlackBerry returned $20 million to shareholders by repurchasing approximately 5 million common shares during the quarter.
- For Q3 FY26, BlackBerry provided revenue guidance of $132 million to $140 million and non-GAAP basic EPS guidance of $0.02 to $0.04, while also raising its full-year FY26 guidance for both revenue and non-GAAP basic EPS.
Sep 25, 2025, 11:12 AM
Quarterly earnings call transcripts for BLACKBERRY.
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