secwatch.observer — SEC 8-K summary
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Issuer:     BLACKBERRY Ltd (BB)
CIK:        0001070235
Form:       8-K
Filed at:   2026-09-24T11:12:37+00:00
Accession:  0001070235-26-000112
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BlackBerry Q2 revenue +26% YoY to $163M; raises FY27 revenue and EBITDA guidance
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- Q2 revenue $163.3M, up 26% YoY; adjusted EBITDA $47.0M, up 81% YoY; GAAP operating income $33.6M (+192%).
- GAAP net income positive for 6th straight quarter at $33.9M; adjusted EPS $0.07, GAAP EPS $0.06.
- QNX revenue $80.3M (+27% YoY); first Alloy Kore design win from Coretura (Volvo/Daimler JV) adds >$100M to royalty backlog.
- Raised FY27 revenue guidance to $616-636M and adjusted EBITDA to $141-158M; Q3 revenue seen at $143-154M.
- Secure Communications revenue $60.9M (+2% YoY), ARR stable at $221M; licensing revenue $22.1M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1070235/000107023526000112/0001070235-26-000112-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1070235/000107023526000112/bbry-20260924.htm
  HTML page:      https://secwatch.observer/filing/0001070235-26-000112

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