secwatch.observer — SEC 8-K summary
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Issuer:     BLACKBERRY Ltd (BB)
CIK:        0001070235
Form:       8-K
Filed at:   2025-09-25T23:59:59+00:00
Accession:  0001070235-25-000173
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BlackBerry Q2 FY2026: Revenue $129.6M (+3% YoY), GAAP net income $13.3M, raises full-year guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1070235/000107023525000173/0001070235-25-000173-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1070235/000107023525000173/bbry-20250925.htm
  HTML page:      https://secwatch.observer/filing/0001070235-25-000173

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