Automotive Software

BlackBerry (NYSE: BB) — Q2 FY2027 Post Earnings

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BlackBerry BB Q2 27 Post Earnings

Operations

Q2 2027
Q2 Revenue ↑ 26.0% YoY $163.3M
Segments
QNX 49.2%
Secure Communications 37.3%
Licensing 13.5%

Key Earnings Driver

Licensing QNX revenue increased 27.3% year over year to $80.3M. Secure Communications increased 1.7% to $60.9M, and Licensing increased 234.8% to $22.1M.

Key Operating Metrics¹

METRIC

STATUS

QNX↑ 27.3%

Secure Communications↑ 1.7%

Licensing↑ 234.8%

🟢 Scaling

Key Financial Metrics

Gross Margin 77.83% +3 pp YoY
Backlog / Revenue 612.0% 6.12x Qtr Rev
CapEx Intensity 4.35% 0.04x Revenue

Sources: BlackBerry Q2 FY2027 Earnings Release — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

BlackBerry (NYSE: BB) — Q2 FY2027 Pre Earnings

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BlackBerry BB Q2 27 pre earnings

Operations

Q1 2027
Q1 Revenue ↑ 25.6% YoY $152.9M
Segments
QNX 47.3%
Secure Communications 48.1%
Licensing 4.6%

Key Earnings Driver

Development License QNX revenue increased $14.8M or 25.7% year over year to $72.3M. Within QNX, Development License revenue increased $7.5M and Royalty revenue increased $4.2M, accounting for 50.7% and 28.4% of the QNX revenue increase respectively. QNX revenue exceeded guidance due to stronger-than-expected royalty revenue. Secure Communications increased 23.7% to $73.6M, and Licensing increased 48.9% to $7.0M.

Key Operating Metrics¹

METRIC

STATUS

QNX↑ 25.7%

Development License

🟢 Scaling

Royalty

Secure Communications↑ 23.7%

SecuSUITE

UEM

Key Financial Metrics

Gross Margin 78.29% +4.09 pp YoY
Backlog / Revenue 87.6% 0.87x Qtr Rev
CapEx Intensity 2.94% 0.02x Revenue

Sources: BlackBerry Q1 FY2027 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.