BlackBerry Limited BB

BlackBerry Limited es una empresa con sede en Canadá que proporciona software de seguridad y servicios a empresas y gobiernos de todo el mundo. Los segmentos de la empresa incluyen Ciberseguridad, IoT y Licencias y Otros. El segmento de Ciberseguridad consta de la plataforma de software BlackBerry Spark, BlackBerry AtHoc, BlackBerry Alert y SecuSUITE. El segmento de IoT consta de BlackBerry QNX, BlackBerry Certicom, BlackBerry Radar, BlackBerry IVY y otras aplicaciones de Internet de las cosas (IoT). Este segmento incluye licencias de software, combinadas con soporte, mantenimiento y servicios profesionales. El segmento de Licencias y Otros consta de acuerdos de propiedad intelectual y premios por arreglos y sus tarifas de acceso al servicio (SAF). La empresa aprovecha la inteligencia artificial (IA) y el aprendizaje automático para ofrecer soluciones en áreas como ciberseguridad, seguridad y privacidad de datos, seguridad de puntos finales, gestión de puntos finales, cifrado y sistemas integrados.

• Zacks Investment Research 2 oct

  BlackBerry Secure Comms: What Drives the Lower FY27 Outlook?

  BlackBerry reduced its fiscal 2027 Secure Communications revenue guidance to $260-$270 million from $270-$280 million, citing cautious outlook on government deal timing due to geopolitical and trade uncertainties. Despite the guidance cut, the company maintains a stable recurring revenue base with 80% of business backed by ARR, which grew 4% to $221 million in Q2. The company faces quarter-to-quarter variability from larger government contracts with long sales cycles.

  

• Zacks Investment Research 1 oct

  Investors Heavily Search BlackBerry Limited (BB): Here is What You Need to Know

  BlackBerry (BB) has gained 18.8% over the past month, outperforming the S&P 500. The company reported strong recent earnings with a 75% EPS surprise and 14.2% revenue surprise. However, with a Zacks Rank #3 (Hold) rating and an F valuation grade indicating premium pricing relative to peers, the stock is expected to perform in line with the broader market in the near term.

  

• Zacks Investment Research 30 sept

  BlackBerry's Alloy Kore Scores Big: Can It Unlock Higher QNX Revenue?

  BlackBerry's QNX division achieved record $80.3 million in Q2 revenue, up 27% year-over-year. The Alloy Kore platform, developed with Vector Informatik, secured its first major design win with Coretura (Volvo-Daimler joint venture), expected to generate over $100 million in future royalties. BlackBerry is expanding QNX into robotics, industrial automation, and Physical AI markets while competing against NVIDIA and Qualcomm in the automotive software space.

  

• The Motley Fool 24 sept

  Stock Market Today, Sept. 24: BlackBerry Lifts Fiscal 2027 Guidance on Record QNX Revenue

  BlackBerry (BB) surged 4.18% after beating Q2 earnings expectations with 26% revenue growth and 81% adjusted EBITDA growth, while lifting full-year fiscal 2027 guidance. The company's QNX unit achieved 27% sales growth and is expanding beyond automotive into autonomous vehicles, robotics, and AI applications. However, the analyst notes caution at the current 46x forward earnings valuation.

  

• Zacks Investment Research 23 sept

  BlackBerry Expands SDV Reach With Alloy Kore Design Win

  BlackBerry's QNX division announced that Coretura, an SDV platform company founded by Daimler Truck and Volvo Group, has selected Alloy Kore as the foundational software layer for its next-generation software-defined commercial vehicles. This marks the first design win for Alloy Kore and is expected to increase software content per vehicle and support backlog growth. BlackBerry projects Q2 QNX revenue of $70-75 million with adjusted EBITDA of $16-21 million.