Blackberry (GB:0R0P)
NYSE:0R0P
Earnings Data
Report Date
Jul 01, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operating and financial wins — record QNX revenue with high margins and EBITDA, a growing ~$950M backlog, accelerating Secure Communications momentum and healthy cash generation. Management provided constructive FY2027 guidance and articulated sizable growth levers (Alloy Core, non-auto/physical AI, gov't digital sovereignty). The main negatives were concentrated: modest full-year consolidated revenue growth (3%), UEM remains challenged with DBNRR under 100%, some licensing variability, and planned near-term investments that will temper margin expansion. On balance, the positive operational momentum, backlog strength, improving margins and cash generation materially outweigh the contained challenges.Company Guidance
QNX Record Quarter and Strong Profitability
QNX delivered a record quarter with revenue of $78.7M (up 20% YoY), Q4 gross margin of 84% (up 1 pp), and adjusted EBITDA of $21.4M (27% of revenue). For the full fiscal year QNX grew 14% and generated $71M of adjusted EBITDA, making QNX a Rule of 40 business for both the quarter and the year.
Substantial QNX Backlog Expansion
QNX royalty backlog increased to approximately $950M, with backlog growth accelerating to ~10% this year (up from ~6% prior year), and management noting they added significantly more into backlog than was recognized in the P&L.
Meaningful Design Wins and Partnerships
Quarter included multiple strategic wins: a Tier 1 supplier for the Chinese market (Xeris SoCs), a major North American top-5 automaker upsell (production expected this year), an ADAS safety win in Europe (Qualcomm Snapdragon), industrial automation wins (GEDP), medical instrumentation wins including Johnson & Johnson, and growing robotics/physical AI pipeline. Key ecosystem partnerships highlighted include Vector (Alloy Core), ARM (named QNX as a foundational partner), NVIDIA and Qualcomm. Alloy Core on track for general release this calendar year and expected to drive higher ASPs.
Secure Communications Momentum and ARR Growth
Secure Communications revenue was $72.5M in Q4 (up 8% YoY, 12% above guidance). ARR rose to $218M (+$2M sequential, +5% YoY). Dollar-based net retention rate improved to 94% (up 2 pp sequential). Notable wins and expansions included strong Secusmart sales to the German government, a multiyear expansion with Shared Services Canada, NATO, Malaysian anticorruption agency, and multiple public sector renewals/expansions for AtHoc.
Strong Company Margins, EBITDA and Cash Generation
Total company Q4 gross margin expanded to ~78.2% (≈+5 pp YoY). Q4 adjusted EBITDA was $36.1M and full-year adjusted EBITDA was $107.1M (exceeding the top end of guidance). Q4 adjusted EPS beat guidance at $0.06. Q4 operating cash flow was $45.6M plus $38M in deferred proceeds; cash & investments ended at $432.4M (net cash ~$232M).
Capital Allocation, Buybacks and Optionality
The company repurchased 6.7M shares for $25M in the quarter (15.5M shares / $60M since program launch). Management is considering tuck-in M&A to accelerate QNX growth, and expects materially improved cash conversion with FY2027 operating cash flow ~ $100M (nearly double YoY).
Positive FY2027 Guidance and Growth Outlook
Company guidance for FY2027: consolidated revenue $584M–$611M (6%–11% growth), adjusted EBITDA $110M–$130M, non-GAAP EPS $0.15–$0.19. QNX guidance targets durable double-digit growth and continued Rule of 40 profile; Secure Communications expected to return to full-year growth for the first time in six years.
Non-Auto / Physical AI Traction
Non-automotive revenue now represents roughly 20% of QNX revenue with wins in industrial automation, medical instrumentation and robotics/physical AI. Management expects these adjacent verticals and physical AI to be high-growth, higher-ASP opportunities over time.
GB:0R0P Earnings History
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 |
|---|---|---|---|
Dec 18, 2025 | C$6.02 | C$5.40 | -10.33% |
Sep 25, 2025 | C$5.71 | C$5.93 | +3.94% |
Jun 24, 2025 | C$5.88 | C$5.88 | 0.00% |
Apr 02, 2025 | C$6.43 | C$4.92 | -23.51% |
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.
FAQ
When does Blackberry (GB:0R0P) report earnings?
Blackberry (GB:0R0P) is schdueled to report earning on Jul 01, 2026, Before Open (Confirmed).
What is Blackberry (GB:0R0P) earnings time?
Blackberry (GB:0R0P) earnings time is at Jul 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Blackberry stock?
The P/E ratio of BlackBerry is N/A.
What is GB:0R0P EPS forecast?
Currently, no data Available
