$BB 0.56 Developing

Notable posts

• @StockSavvyShay neutral 310 eng

  $BB is integrating AtHoc with $MSFT Teams and Entra ID to bring crisis alerts and identity management directly into enterprise workflows. The update strengthens BlackBerry’s emergency coordination platform with real-time comments, ArcGIS mapping and improved dispatch tools. https://t.co/s9HjG3YNTv

  view on X →
• @wallstengine bullish 277 eng

  $BB Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $152.9M (Est. $138.188M) 🟢; +26% YoY 🔹 Adj. EPS: $0.04 (Est. $0.03) 🟢 🔹 Adj. EBITDA: $36.3M; +144% YoY 🔹 Operating Cash Flow: $4.6M; first positive fiscal Q1 in 9 years, excluding FY24 patent sale 🔹 QNX and Secure Communications: Both achieved Rule of 40 Q2 Guide: 🔹 Revenue: $137M-$148M 🔹 Adj. EBITDA: $20M-$30M 🔹 Adj. EPS: $0.03-$0.04 🔹 Operating Cash Flow: Breakeven-$10M FY Guide: 🔹 Revenue: $594M-$621M 🔹 Adj. EBITDA: $119M-$139M 🔹 Adj. EPS: $0.16-$0.20 🔹 Operating Cash Flow: Approximately $100M Segment Performance: 🔹 QNX Revenue: $72.3M; +26% YoY 🟢 🔹 QNX Adj. EBITDA: $19.3M; +52% YoY 🔹 Secure Communications Revenue: $73.6M; +24% YoY 🔹 Secure Communications Adj. EBITDA: $20.2M; +110% YoY 🔹 Licensing Revenue: $7.0M Other Metrics: 🔹 Secure Communications ARR: $220M 🔹 Secure Communications DBNRR: 92% 🔹 Cash and Investments: $422.9M Capital Return: 🔹 Buybacks: Repurchased 2.6M shares for $10.0M 🔹 Authorization: Renewed NCIB buyback program for up to 26.8M common shares Commentary: 🔸 “We exceeded expectations for revenue, profitability, and cash generation through solid performance by our world class QNX and Secure Communications teams.” 🔸 “The foundation of the business is stronger than it has been in years.”

  view on X →
• @wallstengine neutral 249 eng

  BLACKBERRY $BB Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $163.3M (Est. $146M) 🟢; +26% YoY 🔹 Adj. EPS: $0.07 (Est. $0.04) 🟢; +75% YoY 🔹 GAAP EPS: $0.06 🔹 Adj. EBITDA: $47.0M (Est. $28.1M) 🟢; +81% YoY FY27 Guide: 🔹 Revenue: $616M-$636M (Est. $615M) 🟢 🔹 Adj. EBITDA: $141M-$158M (Est. $136M) 🟢 🔹 Adj. EPS: $0.19-$0.22 (Est. $0.19) 🟡 🔹 QNX Revenue: $315M-$325M 🔹 Secure Communications Revenue: $260M-$270M 🔹 Licensing Revenue: ~$41M Q3 Guide: 🔹 Revenue: $143M-$154M (Est. $150M) 🟡 🔹 Adj. EBITDA: $28M-$37M (Est. $33.6M) 🟡 🔹 Adj. EPS: $0.04-$0.05 (Est. $0.05) 🟡 🔹 QNX Revenue: $82M-$88M 🔹 Secure Communications Revenue: $55M-$60M 🔹 Licensing Revenue: ~$6M Segment Net Revenue: 🔹 QNX: $80.3M; +27% YoY 🔹 Secure Communications: $60.9M; +2% YoY 🔹 Licensing: $22.1M Other Q2 Metrics: 🔹 Adjusted Gross Margin: 78.2% 🔹 Adjusted EBITDA Margin: 29% (Est. 19.6%) 🟢 🔹 Secure Communications ARR: $221M; flat YoY 🔹 DBNRR: 91%; -2 pts YoY 🔹 Operating Cash Flow: $29.3M Comments: 🔸 “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.”

  view on X →
• @Mr_Derivatives bullish 211 eng

  $BB Blackberry hitting levels not seen since Nov 2021. Comeback kid much!? I’m old enough to remember trading this name when it was called $RIMM, Research in Motion, which I thought was a super cool company name. But nooooo, they wanted another fruit name like Apple’s lol.

  view on X →
• @wallstengine bullish 167 eng

  Stifel Canada Initiates Coverage on $BB with Buy Rating, PT $12 Analyst comments: "Despite the +130% YTD move, we believe the market still misdefines BlackBerry. This is no longer an auto-supplier story, but rather a mission-critical software layer in the physical AI stack and a dominant partner to silicon leaders like NVIDIA, Qualcomm, and AMD, powering the build-out from cloud to edge across cars, robots, factories, and medical devices. A higher-quality revenue and earnings shift is playing out that is reminiscent of ARM's capital-light royalty annuity model. We are not arguing for an ARM multiple, but lower revenue risk, structural margin expansion as the mix shifts toward runtime royalties, and high free cash flow conversion support a premium valuation against a rapidly expanding, still-undersized TAM. With BlackBerry in a leading competitive position, we see meaningful value to capture as the physical AI market unfolds, driving sustained acceleration in growth and margin expansion, with potential for execution upside and guidance raises. We initiate coverage with a Buy rating and a US$12 price target." Analyst: Suthan Sukumar

  view on X →
• @Mr_Derivatives bullish 193 eng

  $BB +20% day and looks like it wants fresh multi yr highs… https://t.co/X2cJ2knoIU

  view on X →
• @Venu_7_ bullish 117 eng

  Quite a few high-tight flags setting up here: $BB $ATEX $FROG $GH Strong prior runs, tight consolidation, and relative strength. Exactly the type of names worth keeping on the watchlist. https://t.co/Q5DXvC55sf

  view on X →
• @wallstengine neutral 114 eng

  BLACKBERRY’S $BB QNX AND VECTOR WIN FIRST ALLOY KORE DESIGN WITH DAIMLER TRUCK-VOLVO SOFTWARE JV Coretura, the software-defined vehicle company founded by Daimler Truck and Volvo Group, selected Alloy Kore as the safety-certified software foundation for its next-generation commercial vehicle platform. Alloy Kore is jointly developed by Vector and BlackBerry’s QNX unit and is designed for high-performance vehicle computing, combining a real-time operating system with pre-integrated automotive software services. The deal marks the first design win for Alloy Kore since launch. Coretura plans to use the platform as a common software foundation for commercial vehicles, allowing manufacturers to focus more of their engineering resources on applications and features that can be updated over time.

  view on X →