US · Technology · Software - Infrastructure
EPS came in at 0.05 against a street estimate of 0.03 — a beat of 66.7%.
Analysts rate BlackBerry Ltd a hold (2 buy, 4 hold, 2 sell out of 8) with an average price target of $9.80.
CONFIDENT BlackBerry delivered record QNX revenue (+27% YoY) with rule-of-40 performance. Alloy Kore scored first major design win worth $100M+ in future royalties. Full-year guidance raised for revenue and EBITDA. Strong cash generation ($29M operating CF) and expanding margins. Q2 FY2027 Management highlighted China as area of strong momentum due to new government-mandated safety requirements for assisted/automated driving. Alloy Kore wins expected primarily in Europe and Asia. No regional revenue breakout provided. Analysts pressed on royalty backlog conversion pace and licensing sustainability (Sukumar), and GEM revenue model parity with auto (Sukumar). Management confidently attributed profitability raise to QNX royalty ramp, confirmed volume-based GEM model, and noted licensing as one-time event. Treiber's Q4 growth cadence question was cut off mid-call. 2026-09-24…
Full summary in the app.
| Fund | Stake |
|---|---|
| Legal & General Group PLC | 6.49% |
| VOYA INVESTMENT MANAGEMENT LLC | 4.76% |
| T. Rowe Price Investment Management,Inc. | 3.42% |
| First Trust Advisors L.P. | 3.26% |
| Vanguard Capital Management, LLC | 2.92% |
| D. E. Shaw & Co LP | 2.27% |
| T. Rowe Price Associates, Inc. | 2.19% |
| Hood River Capital Management LLC | 1.99% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 BLACKBERRY LIMITED – Q2 FY2027 SUMMARY (Period Ended August 31, 2026) HEADLINE NUMBERS • Revenue: $316.2 million (six months), up 26% vs. $251.3 mil | 2026-09-24 |
| Results announced · Q3 FY2027 BLACKBERRY LIMITED – Q2 FY2027 RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $163.3 million, up 26% year-over-year • Adjusted EBITDA: $47.0 mill | 2026-09-24 |
| Company announcement · Q3 FY2027 BLACKBERRY LIMITED - FORM 8-K SUMMARY September 22, 2026 --- HEADLINE NUMBERS • BlackBerry and Vector Informatik announced first design win for All | 2026-09-22 |
| Quarterly report · Q1 FY2027 BLACKBERRY LIMITED - Q1 FY2027 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $152.9 million (three months ended May 31, 2026), up 25.6% from $121.7 milli | 2026-06-25 |
| Shareholder vote results · Q2 FY2027 BLACKBERRY LIMITED – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual and Special Meeting of Shareholders held on June 25, 2026 • 341,513,442 shares of co | 2026-06-25 |
| Results announced · Q2 FY2027 BLACKBERRY Q1 FY27 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $152.9 million, up 26% year-over-year • Adjusted EBITDA: $36.3 million, up 144% year- | 2026-06-25 |
| Proxy statement · Q4 FY2026 BLACKBERRY LIMITED — 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Presentation of audited financial statements for fi | 2026-05-11 |
| Reg FD disclosure · Q1 FY2027 BLACKBERRY LIMITED (BB) - FORM 8-K SUMMARY HEADLINE NUMBERS • Share Repurchase Program: BlackBerry authorized a normal course issuer bid to repurcha | 2026-05-08 |
Readable in the app.
| Announcement | Date |
|---|---|
| Raised fiscal year 2027 revenue and Adjusted EBITDA outlook BlackBerry reported strong Q2 fiscal 2027 results with revenue growing 26% year-over-year to $163 million, significantly outperforming expectations. The company achieved profitability for th | 2026-09-24 |
| First design win for Alloy Kore OS adds $100M to royalty backlog BlackBerry announced its largest design win in company history on September 22, 2026. The company's QNX division, partnering with Vector Informatik, secured an agreement with Coretura (a sof | 2026-09-22 |
| Normal course issuer bid to repurchase up to 26.8M common shares BlackBerry Limited announced a share buyback program approved by the Toronto Stock Exchange on May 8, 2026. The company plans to repurchase up to 26,785,714 common shares (approximately 4.58 | 2026-05-08 |
| Q3 results beat guidance; raises full year guidance for Secure Communications BlackBerry reported strong Q3 fiscal 2026 results that exceeded expectations. Total revenue hit $141.8 million, beating guidance, with sequential growth of $12.2 million. The company achieve | 2025-12-18 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.