BLACKBERRY Ltd (BB) Form 8-K — Sep 24, 2026
BlackBerry reported Q2 FY27 revenue of $163.3 million, up 26% year-over-year, with adjusted EBITDA up 81% to $47.0 million and GAAP operating income up 192% to $33.6 million. The company delivered its sixth consecutive quarter of positive GAAP net income at $33.9 million and generated $29.3 million in operating cash flow. QNX delivered record quarterly revenue of $80.3 million (+27% YoY) and secured its first Alloy Kore design win — chosen by Coretura, the Volvo Group and Daimler Truck joint venture, for next-generation commercial vehicle software — the largest design win in QNX history, adding over $100 million to royalty backlog.
Key figures
- Eps
- 0.06
- Revenue
- 163.3
- Guidance
- FY27 revenue $616-636M; adjusted EBITDA $141-158M; adjusted basic EPS $0.19-$0.22; operating cash flow ~$115M. Q3 FY27 revenue $143-154M, adjusted EBITDA $28-37M, EPS $0.04-$0.05.
- Net Income
- 33.9
- Total Debt
- 197.1
- Revenue Yoy
- 26%
- Cash Position
- 447.1
- Dbnrr
- 91%
- Rule of 40
- second consecutive quarter
- Qnx revenue
- $80.3M (+27% YoY)
- Adjusted ebitda
- $47.0M (+81% YoY)
- Licensing revenue
- $22.1M
- Adjusted basic eps
- $0.07
- Adjusted net income
- $43.2M (+79% YoY)
- Operating cash flow
- $29.3M
- Gaap operating income
- $33.6M (+192% YoY)
- Alloy kore backlog add
- >$100 million
- Secure communications arr
- $221M
- Secure communications revenue
- $60.9M (+2% YoY)
AI analysis
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