Highest-materiality recent filing
BlackBerry Q4 revenue up 10% to $156M; QNX record $78.7M; guides FY27 rev $584-611M
Q4 total revenue $156M (+10% YoY); GAAP net income $24.3M vs loss prior year; adjusted EPS $0.06.
BlackBerry Q3 FY2026 revenue beats guidance at $141.8M; GAAP net income $13.7M
Total revenue $141.8M, above top-end of guidance, up $12.2M sequentially; GAAP net income $13.7M ($0.02 EPS).
BlackBerry Q2 FY2026: Revenue $129.6M (+3% YoY), GAAP net income $13.3M, raises full-year guidance
Total revenue $129.6M (+3% YoY); GAAP gross margin 75% (+4 ppts); GAAP net income $13.3M ($0.02 EPS).
BlackBerry Q1 FY26: Revenue $121.7M (above guidance), GAAP net income $1.9M, share buyback $10M
Revenue $121.7M exceeded top end of guidance range; gross margin 74%.
BlackBerry announces NCIB to repurchase up to 27.9M shares (~4.7% of float)
Max 27,855,153 common shares, approx 4.7% of public float as of May 5, 2025.
BlackBerry Q4 FY2025 revenue $141.7M beats guidance; adjusted EBITDA $21.1M
Q4 revenue $141.7M; adjusted net income $17.7M, GAAP net loss $7.4M vs $0.01 basic loss per share.
BlackBerry closes $80M+ sale of Cylance to Arctic Wolf; receives cash and shares
Deal closed Feb 3, 2025; BlackBerry receives ~$80M cash and 5.5M Arctic Wolf shares at closing.
BlackBerry Q3 FY2025: revenue $162M, positive cash flow, beats guidance; Cylance sale to Arctic Wolf
Total revenue $162M, GAAP net loss $11M; adjusted EPS $0.02, above guidance.
BlackBerry sells Cylance endpoint security to Arctic Wolf for $160M cash and 5.5M shares
Arctic Wolf acquires BlackBerry’s Cylance endpoint security assets for $160M cash (subject to adjustments) plus 5.5M Arctic Wolf shares.
BlackBerry appoints auto industry veteran Lisa Bahash to Board of Directors
Lisa Bahash appointed effective September 26, 2024; brings 30+ years in automotive OEM/Tier 1 sectors.
BlackBerry Q2 FY25 beats: breakeven adjusted EBITDA; IoT & Cyber revenue up 12% and 10% YoY
Total revenue $145M; GAAP net loss improved 55% YoY to $19M ($0.03 loss per share).
BlackBerry appoints Tim Foote as CFO; Steve Rai departs effective July 29, 2024
Tim Foote, formerly CFO of Cybersecurity division, named CFO; base salary $400K, bonus target 75%.
BlackBerry Q1 beats revenue guidance; IoT +18% YoY; Cybersecurity ARR up seq
Total revenue $144M; IoT $53M (+18% YoY), Cybersecurity $85M; both exceeded guidance.
BlackBerry Q4 revenue $173M; IoT record $66M; FY25 EBITDA guidance breakeven to positive
IoT division Q4 revenue $66M, up 25% YoY, record quarterly; QNX royalty backlog $815M (+27% YoY).
On February 28, 2025, Marjorie Dickman stepped down from her position as Chief Government Affairs and Public Policy Officer of BlackBerry Limited (the “Company”) to pursue corporate board and other opportunities.
On February 4, 2025, Michael A. Daniels notified BlackBerry Limited (the “Company”) of his decision to retire from the Company’s board of directors (the “Board”), effective February 15, 2025.
On January 15, 2025, Jay Chai resigned as Senior Vice President and Chief Accounting Officer of BlackBerry Limited (the “Company”), with effect as of January 31, 2025.
On September 26, 2024, the board of directors (the “Board”) of BlackBerry Limited (the “Company”) appointed Lisa Bahash as a member of the Board.
The Company has also appointed Jay Chai, age 47, to the newly-created role of Senior Vice President and Chief Accounting Officer (“CAO”) with effect as of July 29, 2024.
the Board of Directors of the Company has appointed Tim Foote, age 44, to replace Mr. Rai as CFO with effect as of July 29, 2024.
Steve Rai, the Company’s Chief Financial Officer (“CFO”), intends to leave the Company to pursue other opportunities
On May 1, 2024, Laurie Smaldone Alsup notified BlackBerry Limited (the “Company”) that she will not stand for re-election as a director at the Company’s annual and special meeting of shareholders (the “Annual Meeting”), to be held on June 25, 2024.
Max materiality 0.85 · Median 0.60 · Most common event earnings