Post-earnings recap
Reported
Thu, Sep 24, 2026
EPS actual
$0.07
EPS est.
$0.03
EPS surprise
+133.33%
1-day move
+4.18%
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Est. EPS
—
Est. Rev
—
Impl. Move
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BlackBerry's strong earnings report, highlighted by a significant EPS beat and a 26% year-over-year revenue increase, led to a 4.18% rise in stock price. The company is seeing solid growth in its QNX segment, which is driving overall performance. However, management's caution regarding geopolitical uncertainties in secure communications suggests potential challenges ahead.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.07 | N/A | +133.33% |
| Revenue | $163M | N/A | N/A |
| Adjusted EBITDA | $47M | N/A | N/A |
| Operating Cash Flow | $29M | N/A | N/A |
Management is optimistic about the strong performance in QNX, which exceeded expectations. However, they remain cautious about the secure communications segment due to geopolitical issues.
Management raised full-year revenue and EBITDA outlooks, citing strong performance in QNX and design wins.
BlackBerry expressed caution regarding secure communications due to geopolitical uncertainties.