Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+8.69%
$9.47
100% positive prob.
5-Day Prediction
+11.22%
$9.69
100% positive prob.
20-Day Prediction
+8.43%
$9.44
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | BUY | +8.69% | +11.22% | +8.43% | 100.0% | Pending |
| Q1 2026 | BUY | +8.52% | +11.19% | +10.76% | 100.0% | +11.49% |
| Q3 2025 | SELL | -5.05% | -12.42% | -11.53% | 100.0% | -9.15% |
SEC 8-K filings with transcript text
Sep 24, 2026 · 100% conf.
1D
+8.69%
$9.47
Act: -6.20%
5D
+11.22%
$9.69
20D
+8.43%
$9.44
2 q2fy27ex-991.htm
Document
Exhibit 99.1
September 24, 2026
BlackBerry Reports Second Quarter Fiscal Year 2027 Results
•Revenue increased 26% year-over-year to $163 million
•QNX delivered record quarterly revenue and secured its first Alloy KoreTM design win, the largest design win in QNX history
•Adjusted EBITDA grew 81% year-over-year, resulting in the second consecutive Rule of 401 performance; GAAP operating income increased 192% year-over-year
•Generated $29 million operating cash flow; delivered sixth consecutive quarter of positive GAAP net income and Adjusted EPS exceeded expectations
•Raised fiscal year 2027 revenue and Adjusted EBITDA outlook following strong first-half execution
Waterloo, Ontario - BlackBerry Limited (NYSE: BB; TSX: BB) today reported financial results for the three months ended August 31, 2026 (all figures in U.S. dollars and U.S. GAAP, except where otherwise indicated).
“Our strong second quarter performance provides further evidence that BlackBerry’s profitable growth model is working, with revenue, profitability, and cash flow generation all exceeding our expectations,” said John J. Giamatteo, CEO, BlackBerry. “QNX delivered record performance in the quarter, driven by strength in our core automotive business. The first Alloy Kore design win, the largest design win in QNX history, marks an important commercial milestone. We also continue to build momentum beyond automotive in the General Embedded Markets and Physical AI. Secure Communications remained a stable and profitable contributor following a particularly strong first quarter. As we enter the second half of the year, we remain focused on disciplined execution, investing behind our growth opportunities, and leveraging the strength of our balance sheet to create long-term value for our shareholders.”
Second Quarter Fiscal 2027 Financial Highlights
•Total company revenue of $163.3 million increased 26% year-over-year.
•Total company adjusted gross margin improved 3 percentage points year-over-year to 78.2%; GAAP gross margin improved by 3 percentage points year-over-year to 77.8%.
•Total company adjusted EBITDA increased by $21.1 million year-over-year to $47.0 million, 81%; GAAP operating income improved by $22.1 million year-over-year to $33.6 million, or 192%.
•QNX revenue increased 27% year-over-year to $80.3 million; QNX segment adjusted gross margin expanded by 4 percentage points year-over-year to 87%.
•QNX segment adjusted EBITDA increased 41% year-over-year to $29.0 million, representing a 36% margin.
•Secure Communications revenue increased by 2% year-over-year to $60.9 million; Secure Communications segment adjusted gross margin decreased by 5 percentage points year-over-year to 61%.
•Secure Communications segment adjusted EBITDA decreased 18% year-over-year to $8.0 million, representing a 13% margin.
•Secure Communications ARR remained stable at $221 million and DBNRR was 91%.
•Licensing revenue was $22.1 million; Licensing segment adjusted EBITDA was $20.0 million.
•Adjusted net income increased 79% year-over-year to $43.2 million; GAAP net income was positive for the sixth consecutive quarter at $33.9 million.
•Adjusted basic earnings per share was $0.07; GAAP basic earnings per share was $0.06.
•Operating cash flow for the second quarter was $29.3 million, an improvement of $25.9 million from the $3.4 million cash provided in the prior-year quarter.
•Ended the second quarter with $447.1 million in cash and investments.
1 The company defines the Rule of 40 metric as the sum of its GAAP revenue year-over-year growth percentage and its non-GAAP adjusted EBITDA margin percentage. Where the sum equals or exceeds 40, then the Rule of 40 is considered to have been achieved.
Business Highlights & Strategic Announcements
•Coretura, the joint venture between Volvo Group and Daimler Truck, has chosen Alloy Kore for its next-generation commercial vehicle software platform. This first Alloy Kore design win is the largest in QNX history and adds over $100 million to the QNX royalty backlog.
•Momenta and XHEART selected QNX OS for Safety, built on SDP 8.0, as the foundation for a production-ready Physical AI-defined autonomous-driving platform certified to ISO 26262 ASIL D.
•QNX added support for the Hailo-8 AI Accelerator on SDP 8.0, expanding its Physical AI ecosystem; benchmark testing demonstrated higher throughput, lower latency, low power consumption and heat, and significantly greater consistency than the real-time Linux environment tested.
•BlackBerry® SecuSUITE® renewed its NIAP Common Criteria certification, reinforcing its sovereign-grade security credentials and position in government and mission-critical communications.
•BlackBerry® AtHoc® added Microsoft Teams and Entra ID integrations, strengthening mission-critical response and operational resilience for enterprise and government customers.
Financial Outlook
BlackBerry is providing the following guidance fo
Jun 25, 2026 · 100% conf.
1D
+8.52%
$11.20
Act: +10.62%
5D
+11.19%
$11.48
Act: +11.49%
20D
+10.76%
$11.44
Act: -17.28%
2 q1fy27ex-991.htm
Document
Exhibit 99.1
June 25, 2026
BlackBerry Reports First Quarter Fiscal Year 2027 Results
•Revenue increased 26% year-over-year to approximately $153 million
•Adjusted EBITDA grew 144% year-over-year; GAAP operating income increased year-over-year to approximately $15 million
•Both QNX and Secure Communications achieved Rule of 401 performance, contributing to BlackBerry’s fifth consecutive quarter of positive GAAP net income; Adjusted EPS exceeded expectations
•First fiscal quarter of positive operating cash flow in nine years, excluding the patent sale in FY24
Waterloo, Ontario - BlackBerry Limited (NYSE: BB; TSX: BB) today reported financial results for the three months ended May 31, 2026 (all figures in U.S. dollars and U.S. GAAP, except where otherwise indicated).
“Our first quarter results demonstrate continued momentum following our transformation, as we advance our strategy to drive profitable growth. We exceeded expectations for revenue, profitability, and cash generation through solid performance by our world class QNX and Secure Communications teams,” said John J. Giamatteo, CEO, BlackBerry. “We are particularly encouraged by the multi-year growth opportunities ahead in software-defined vehicles, including significant content expansion with the Alloy Kore platform, as well as broad opportunities in the general embedded market, especially physical AI. We believe these opportunities significantly enhance QNX’s long-term potential. While we remain early in the fiscal year, the foundation of the business is stronger than it has been in years, and we continue to focus on disciplined execution and creating long-term value for our shareholders.”
First Quarter Fiscal 2027 Financial Highlights
•Total company revenue of $152.9 million increased 26% year-over-year.
•Total company adjusted gross margin improved approximately 4 percentage points year-over-year to 78.6%; GAAP gross margin improved by approximately 4 percentage points year-over-year to 78.3%.
•Total company adjusted EBITDA increased by 144% year-over-year to $36.3 million; GAAP operating income improved by $13.3 million year-over-year to $15.3 million.
•QNX revenue increased 26% year-over-year to $72.3 million; QNX segment adjusted gross margin expanded by 5 percentage points year-over-year to 86%.
•QNX segment adjusted EBITDA increased 52% year-over-year to $19.3 million, representing a 27% margin.
•Secure Communications revenue increased by 24% year-over-year to $73.6 million; Secure Communications segment adjusted gross margin increased by 2 percentage points year-over-year to 72%.
•Secure Communications segment adjusted EBITDA increased 110% year-over-year to $20.2 million, representing a 27% margin.
•Secure Communications ARR remained stable at $220 million and DBNRR was 92%.
•Licensing revenue was $7.0 million; Licensing segment adjusted EBITDA was $6.2 million.
•Adjusted net income increased 135% year-over-year to $25.4 million; GAAP net income was positive for the fifth consecutive quarter at $8.5 million.
•Adjusted basic earnings per share was $0.04; GAAP basic earnings per share was $0.01.
•Operating cash flow was $4.6 million, marking BlackBerry’s first cash positive fiscal first quarter in nine years, when allowing for the sale of the non-core patent portfolio to Malikie in fiscal year 2024.
•Repurchased 2.6 million shares for $10.0 million during the quarter.
•Ended the first quarter with $422.9 million in cash and investments.
1 The company defines the Rule of 40 metric as the sum of its GAAP revenue year-over-year growth percentage and its non-GAAP adjusted EBITDA margin percentage. Where the sum equals or exceeds 40, then the Rule of 40 is considered to have been achieved.
Business Highlights & Strategic Announcements
•Expanded QNX’s collaboration with NVIDIA to advance safety-critical edge AI across robotics, medical, and industrial systems through the integration of QNX OS for Safety 8.0 with NVIDIA IGX Thor and the NVIDIA Halos Safety Stack.
•Released QNX Hypervisor 8.0 for Safety, further strengthening QNX’s position as a foundational software platform for software-defined vehicles, robotics, medical devices, and other safety critical applications.
•Leading Chinese electric vehicle company, Leapmotor, selected the QNX® Software Development Platform 8.0 and QNX® Hypervisor for Safety 8.0 to serve as the foundational software platform for its forthcoming premium electric SUV, the D19.
•Announced a collaboration with TKMS, one of the world's leading naval defence companies, for strategic collaboration in support of Canada's submarine program. TKMS will adopt QNX's trusted foundational software across its next‑generation naval platforms.
•Achieved FedRAMP Class D (High) re-certification for BlackBerry® AtHoc®.
•Announced a strategic partnership between BlackBerry Secure Communications and The IP Company to bring highly secure, certified communications capabi
Apr 9, 2026 · 100% conf.
1D
+8.52%
$11.20
Act: +10.62%
5D
+11.19%
$11.48
Act: +11.49%
20D
+10.76%
$11.44
Act: -17.28%
2 q4fy26ex-991.htm
Document
Exhibit 99.1
April 9, 2026
BlackBerry Reports Fourth Quarter and Full Fiscal Year 2026 Results
•Reports 10% year-over-year revenue growth for the quarter; returns to top-line growth for fiscal year 2026
•Records eighth consecutive quarter of improvement in GAAP net income; reports operating cash flow of $45.6 million, up 9% year-over year
•QNX reports record quarterly revenue of $78.7 million, up 20% year-over-year and 14% for the full fiscal year; QNX grows royalty backlog to $950 million and achieves Rule of 401 for both the quarter and the full fiscal year
•Secure Communications returns to year-over-year revenue growth for the quarter, driven by accelerating demand for digital sovereignty solutions and expanding defence budgets
Waterloo, Ontario - BlackBerry Limited (NYSE: BB; TSX: BB) today reported financial results for the three months and fiscal year ended February 28, 2026 (all figures in U.S. dollars and U.S. GAAP, except where otherwise indicated).
“Since our leadership transition in 2023, we have been focused on a clear goal: to transform BlackBerry into a profitable growth company. Our performance this quarter and over the past year demonstrates that we are delivering. QNX is now a Rule of 40 business, and a clear leader in automotive, embedded in more than 275 million vehicles worldwide, with growing momentum in robotics, physical AI, and other adjacent markets. Secure Communications has returned to growth, driven by a real and accelerating digital sovereignty tailwind. That growth is translating into stronger profitability and cash generation, which we are deploying with discipline,” said John J. Giamatteo, CEO, BlackBerry. “We have strengthened our fundamentals while continuing to invest – in our people, products and platforms, as well as in certifications that position BlackBerry at the center of secure, mission-critical operations. We are no longer a company in transition. We are a growth company with a proven track record of execution, and we are well positioned for the path ahead.”
Fourth Quarter Fiscal 2026 Financial Highlights
•Total company revenue was $156.0 million, up 10% year-over-year.
•Total company adjusted gross margin improved by approximately 5 percentage points to 78.2% and GAAP gross margin improved by 4 percentage points to 77.8%.
•Total company adjusted EBITDA increased by 71% year-over-year to $36.1 million; Total company GAAP operating income increased by $30.9 million year-over-year to $22.9 million.
•QNX posted record quarterly revenue of $78.7 million, up 20% year-over-year; QNX segment adjusted gross margin expanded by 1 percentage point year-over-year to 84%.
•QNX segment adjusted EBITDA was $21.4 million, representing a 27% margin.
•QNX royalty backlog increased to approximately $950 million.
•Secure Communications revenue grew 8% year-over- year to $72.5 million; Secure Communications segment adjusted gross margin was 72%, up 8 percentage points year-over-year.
•Secure Communications ARR increased by $10 million, or 5% year-over-year to $218 million; Secure Communications DBNRR increased by 1 percentage point year-over-year to 94%.
•Secure Communications segment adjusted EBITDA increased by 55% year-over-year to $19.5 million, representing a 27% margin.
•Licensing revenue was $4.8 million; Licensing segment adjusted EBITDA was $6.3 million.
•Adjusted Corporate costs, excluding amortization, were $11.1 million, down 8% year-over-year.
•Adjusted net income increased by 92% year-over-year to $34.0 million and GAAP net income improved for the eighth consecutive quarter to $24.3 million.
•Adjusted basic earnings per share was $0.06; GAAP basic earnings per share was $0.04.
•Operating cash flow was $45.6 million.
•Total cash and investments increased by $22.1 million year-over-year to $432.4 million, in part due to the improved operating cash flow and approximately $38.1 million received in deferred proceeds from the sale of Cylance to Arctic Wolf, partially offset by $60 million of share buybacks.
Full Year Fiscal 2026 Financial Highlights
•Total company revenue was $549.1 million, up 3% year-over-year.
•Total company adjusted gross margin was 76.6% and GAAP gross margin was 76.2%.
•Total company adjusted EBITDA was $107.1 million, up 27% year-over-year; Total company GAAP operating income increased by $47.5 million year-over-year to $48.3 million.
•QNX revenue grew 14% year-over-year to $268.0 million, up from 10% growth in the prior year; QNX segment adjusted gross margin was 83%; and QNX segment adjusted EBITDA increased by 20% year-over-year to $71.0 million, at a 26% margin, resulting in a Rule of 401 year for QNX.
•Secure Communications revenue was $258.9 million; Secure Communications segment adjusted gross margin was 70% and Secure Communications segment adjusted EBITDA was $56.1 million, representing a 22% margin.
•Licensing revenue was $22.2 million; Licensing segment adjusted EBITD
This page provides BlackBerry Limited (BB) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BB's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.