BB BLACKBERRY Ltd
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Executive Summary
BlackBerry reported strong Q4 and full-year fiscal 2026 results, beating revenue and EPS expectations with 10% YoY revenue growth and a 38.5% EPS beat. The QNX division achieved record revenue and profitability, while Secure Communications returned to growth. The company raised full-year revenue guidance and generated strong operating cash flow.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance suggest BlackBerry's turnaround is gaining momentum. Traders should watch for sustained QNX growth and Secure Communications expansion as key drivers. The stock may re-rate higher if this growth continues.
Key Facts
- Q4 revenue of $156.0M beat consensus of $144.6M and grew 10% YoY
- GAAP EPS of $0.04 beat consensus of $0.03, non-GAAP EPS of $0.06 beat $0.04 consensus
- QNX division achieved record quarterly revenue of $78.7M, up 20% YoY
- Secure Communications revenue grew 8% YoY to $72.5M
- Operating cash flow was $45.6M, up 9% YoY
Financial Impact
Revenue beat by $11.4M (7.9% above consensus), EPS beat by $0.02 (38.5%)
Risk Factors
- Heavy reliance on QNX division for growth
- Potential for future quarters to face tougher YoY comparisons
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001070235-26-000029 |
| Document: bbry-20260409.htm | 0001070235-26-000029 |
| Document: 0001070235-26-000029-index-headers.html | 0001070235-26-000029 |
| Document: 0001070235-26-000029-index.html | 0001070235-26-000029 |
| Document: 0001070235-26-000029.txt | 0001070235-26-000029 |
| 8-K Data (Synthetic) | 0001070235-26-000029 |
Filters
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May 8, 2026
5w ago
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8-K
| $6.37 $9.41 | ▲ +47.72% | ▲ +47.70% | $9.19 (+44.27%) |
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Apr 9, 2026
9w ago
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8-K
| $3.82 $5.99 | ▲ +56.81% | ▲ +49.24% | $9.19 (+140.58%) |
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Apr 4, 2026
10w ago
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Insider Cluster
| $3.55 $5.58 | ▲ +57.18% | ▲ +48.20% | $9.19 (+158.87%) |
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Apr 2, 2026
10w ago
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Insider Cluster
| $3.46 $5.40 | ▲ +56.07% | ▲ +46.19% | $9.19 (+165.61%) |
US Market Status
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