Middleware

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.

Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

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Oracle ORCL q1 27 post earnings Finance Note

Operations

Q1 2027
Q1 Revenue ↑ 29.6% YoY $19.35B
Segments
Cloud and Software 88.7%
Hardware 4.0%
Services 7.3%

Key Earnings Driver

Cloud Infrastructure Cloud and Software revenue increased 32.9% year over year, with Cloud revenue increasing 61.5% to $11.6B, while Software revenue declined 3% to $5.5B. Within Cloud, Cloud Applications revenue increased 9.9% to $4.2B and Cloud Infrastructure revenue increased 120.7% to $7.4B. Hardware revenue increased 15.5% to $0.8B, and Services revenue increased 4.8% to $1.4B. Oracle’s Q1 total revenue increase reflected strong execution in its Cloud Infrastructure business, with the delivery of 850MW additional datacenter capacity.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 32.9%

Cloud↑ 61.5%

Cloud Infrastructure↑ 120.7%

🟢 Scaling

Cloud Applications↑ 9.9%

Software↓ 3.0%

Software License↓ 14.5%

🟡 Watch

Software Support↓ 1.2%

🟡 Watch

Key Financial Metrics

Gross Margin 60.03% -4.7 pp YoY
Backlog / Revenue 3,431.9% 34.31x Qtr Rev
CapEx Intensity 147.32% 1.47x Revenue

Sources: Oracle Q1 FY2027 Earnings Release — Company Website

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

Oracle (NYSE: ORCL) — Q1 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 20.6% YoY $19.18B
Segments
Cloud and Software 87.3%
Hardware 4.8%
Services 7.9%

Key Earnings Driver

Multicloud AI Database Cloud and Software revenue increased 22.1% year over year, with Cloud revenue increasing 47.1% to $9.9B, while Software declined 2.1% to $6.8B. Within Cloud, Cloud Infrastructure revenue increased 93.2% to $5.8B, with management reporting that Multicloud AI Database increased 404% and was its fastest-growing business ever, and Cloud Applications revenue increased 10.3% to $4.1B. Hardware increased 8.7% to $0.9B, and Services increased 13.0% to $1.5B.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 22.1%

Cloud↑ 47.1%

Cloud Infrastructure↑ 93.3%

Multicloud AI Database↑ 404.0%

🟢 Scaling

Cloud Applications↑ 10.2%

Software↓ 2.1%

Software License↓ 6.3%

🟡 Watch

Software Support↓ 0.4%

🟡 Watch

Sources: Oracle Q4 FY2026 Earnings Release — Company Website, Oracle Q4 FY2026 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.