earnings
confidence high
sentiment positive
materiality 0.85
BlackBerry Q2 FY2026: Revenue $129.6M (+3% YoY), GAAP net income $13.3M, raises full-year guidance
BLACKBERRY Ltd
2025-Q2 EPS reported
$0.03
revenue$251,300,000
- Total revenue $129.6M (+3% YoY); GAAP gross margin 75% (+4 ppts); GAAP net income $13.3M ($0.02 EPS).
- QNX revenue $63.1M (+15% YoY); adjusted EBITDA $20.5M (32% of revenue); both beat guidance.
- Secure Communications revenue $59.9M (-10% YoY); ARR $213M; adjusted EBITDA $9.7M, above guidance.
- Total company adjusted EBITDA $25.9M (20% of revenue); operating cash flow +$3.4M; $20M share buyback completed.
- FY26 revenue guidance raised to $519-541M; adjusted EBITDA guidance raised to $82-101M; Q3 revenue guided $132-140M.