BlackBerry delivered a strong quarter, exceeding revenue and profitability expectations, with significant growth in the QNX and secure communications divisions. The company initiated a share buyback program, demonstrating confidence in its financial plan. However, uncertainties remain in the automotive market, and licensing revenue was slightly below expectations.

Company Guidance

In the recent BlackBerry First Quarter Fiscal Year 2026 earnings call, the company reported notable financial achievements, surpassing the top end of guidance across various metrics. Total revenue for the quarter reached $121.7 million, while adjusted EBITDA grew over 55% year-over-year to $16.4 million, both figures exceeding expectations. Non-GAAP earnings per share came in at a positive 2¢, and despite seasonal cash flow challenges, operating cash usage was better than anticipated at $18 million. The call highlighted a $100 million share buyback program initiated in May, with $10 million worth of shares already repurchased. Additionally, QNX revenue was $57.5 million, showing 8% growth, while the secure communications division achieved $59.5 million in revenue. Looking forward, BlackBerry raised its full-year revenue guidance for the secure communications division by $4 million and expects total company revenue for fiscal year 2026 to range between $508 and $538 million, with adjusted EBITDA projected between $72 and $87 million.

Revenue and Profitability Exceed Expectations

Total company revenue for the quarter was $121.7 million, beating the top end of guidance. Adjusted EBITDA grew over 55% year over year, reaching $16.4 million.

QNX Revenue Growth

QNX revenue for Q1 was $57.5 million, representing 8% year over year growth despite uncertainties in the auto market.

Share Buyback Program Initiation

BlackBerry announced a $100 million share buyback program, repurchasing $10 million worth of shares in the quarter.

Secure Communications Division Performance

Secure communications division revenue was $59.5 million, driven by strong performance from SecuSmart, with annual recurring revenue stable at $209 million.

Positive GAAP Net Income

BlackBerry achieved positive quarterly GAAP net income for the first time in over three years at $1.9 million.

Growth in SDP8.0 Pipeline

GEM currently represents 43% of the total SDP8.0 pipeline, with the overall pipeline growing by 55% in the quarter.

FedRAMP High Authorization for AtHoc

AtHoc earned FedRAMP High authorization, strengthening its position within the US federal government market.

BlackBerry (GB:0R0P) Earnings, Revenues Date & History

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GB:0R0P Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 25, 2025	2026 (Q2)	0.01 / -	0	―	―	―
Jun 24, 2025	2026 (Q1)	>-0.01 / 0.03	-0.041	165.85% (+0.07)
Apr 02, 2025	2025 (Q4)	<0.01 / 0.04	0.04	7.50% (<+0.01)
Dec 19, 2024	2025 (Q3)	>-0.01 / 0.03	0.013	123.08% (+0.02)
Sep 26, 2024	2025 (Q2)	-0.04 / 0.00	-0.054	―
Jun 26, 2024	2025 (Q1)	-0.07 / -0.04	0.079	-151.90% (-0.12)
Apr 03, 2024	2024 (Q4)	-0.05 / 0.04	-0.027	248.15% (+0.07)
Dec 20, 2023	2024 (Q3)	-0.05 / 0.01	-0.068	119.12% (+0.08)
Sep 28, 2023	2024 (Q2)	-0.09 / -0.05	-0.068	20.59% (+0.01)
Jun 28, 2023	2024 (Q1)	-0.08 / 0.08	-0.065	221.54% (+0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:0R0P Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 24, 2025	C$5.88	C$5.88	0.00%
Apr 02, 2025	C$6.43	C$4.92	-23.51%
Dec 19, 2024	C$4.00	C$5.01	+25.53%
Sep 26, 2024	C$3.15	C$3.17	+0.48%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.