Company Overview - Société BIC has a total of 41,621,162 issued shares as of June 30, 2025, which corresponds to 58,342,007 voting rights [2] - The company is a global leader in stationery, lighters, and shavers, with a presence in over 160 countries and a workforce of more than 13,000 employees [4] - BIC is recognized for its commitment to sustainability and education, and its products include well-known brands such as BIC® 4-Color™, BodyMark®, and Tipp-Ex® [4] Voting Rights and Shares - As of June 30, 2025, the number of voting rights excluding shares without voting rights is 57,941,174 [2] - The disclosure complies with Article L 233-8-II of the French "Code de Commerce" and Article 223-16 of the General Regulations of the French "Autorité des Marchés Financiers" [2] Upcoming Financial Events - The company is scheduled to release its First Half 2025 Results on July 30, 2025 [3] - The Third Quarter 2025 Net Sales will be announced on October 28, 2025 [3]

Core Insights - Société BIC has reported on its liquidity contract with Natixis ODDO BHF, detailing the resources on the liquidity account as of June 30, 2025 [2] - The report includes transaction volumes and trading activities from January 1 to June 30, 2025, in compliance with AMF Decision N°2021-01 [2] Group 1: Liquidity Contract Details - As of June 30, 2025, the liquidity account showed a total of 29,334 shares valued at €1,620,386.11 and 13,169 shares valued at €2,390,514.77 [5] - The total traded volume during the specified period included 260,495 shares purchased for €15,469,086.44 and 244,116 shares sold for €14,506,450.14 [5] - The report confirms that 2,008 purchases and 1,974 sales were executed during the period [5] Group 2: Company Overview - BIC is a global leader in stationery, lighters, and shavers, with a commitment to delivering high-quality and affordable products for 80 years [3] - The company operates in over 160 countries and employs more than 13,000 team members worldwide [3] - BIC's product portfolio includes well-known brands such as BIC® 4-Color™, BodyMark®, and Tipp-Ex®, and the company is listed on Euronext Paris [3]

Company Overview - Société BIC is a global leader in stationery, lighters, and shavers, known for its commitment to delivering high-quality, affordable, and trusted products for 80 years [4] - The company operates in over 160 countries with a workforce of more than 13,000 employees [4] - BIC's product portfolio includes iconic brands such as BIC® 4-Color™, BodyMark®, Cello®, Cristal®, and many others [4] - BIC is listed on Euronext Paris and is part of the SBF120 and CAC Mid 60 indexes, highlighting its significant market presence [4] Share Buy-Back Activity - For June 2025, Société BIC reported no transactions related to its own shares, indicating a period of inactivity in share buy-backs [2]

Core Insights - BlackBerry's shares increased by 9% this week, outperforming the S&P 500 and Nasdaq-100, which gained 3.6% and 4.4% respectively [1] - The company reported Q1 2026 financial results that exceeded consensus estimates, indicating a positive trend in its transition to a software provider [2][5] Financial Performance - Q1 2026 earnings per share (EPS) were $0.02, surpassing consensus estimates by $0.02 [2] - Revenue for the quarter was $121.7 million, reflecting a 1.4% year-over-year decline but still exceeding expectations [2] Segment Performance - QNX automotive software revenue grew by 4% year-over-year to $57.5 million, contributing to overall positive performance [3] - The company raised its 2026 revenue forecast to a range of $508 million to $538 million, driven by strong QNX sales and growth in the secure communications segment [3] Strategic Direction - CEO Brian John J. Giamatteo highlighted effective execution in both QNX and Secure Communications divisions, surpassing both revenue and profitability expectations [5] - BlackBerry is successfully transitioning from hardware to software, reducing net losses and moving closer to profitability [5]

Revenue and Income - Revenue for the three months ended May 31, 2025, was $121.7 million, a slight decrease of 1.4% compared to $123.4 million for the same period in 2024[21] - Operating income for the quarter was $2.0 million, a significant improvement from an operating loss of $12.9 million in the same quarter last year[21] - Net income for the three months ended May 31, 2025, was $1.9 million, compared to a net loss of $41.4 million in the same period of 2024[21] - The company reported a comprehensive income of $8.3 million for the quarter, compared to a comprehensive loss of $41.7 million in the prior year[23] - For the three months ended May 31, 2025, the net income from continuing operations was $1.9 million, compared to a net loss of $16.5 million for the same period in 2024[94] - The company achieved net income of $1.9 million in Q1 Fiscal 2026, a significant improvement of $43.3 million from a net loss of $41.4 million in Q1 Fiscal 2025[166] Cash and Assets - Cash and cash equivalents increased to $276.0 million as of May 31, 2025, up from $266.7 million at the end of February 2025[16] - Total assets decreased to $1,210.4 million as of May 31, 2025, down from $1,295.6 million as of February 28, 2025[16] - The company’s total shareholders' equity increased to $725.1 million as of May 31, 2025, compared to $719.9 million at the end of February 2025[18] - The company had cash, cash equivalents, and investments totaling $381.9 million as of May 31, 2025, including common shares of Arctic Wolf valued at $24.6 million[137] - The company had restricted cash and cash equivalents of $16.5 million as of May 31, 2025, up from $13.6 million as of February 28, 2025[62] Expenses and Costs - Research and development expenses were $25.0 million, down from $30.6 million in the same quarter last year, indicating a focus on cost management[21] - Operating expenses decreased by 14.6% to $88.3 million compared to $102.9 million in Q1 Fiscal 2025[166] - Total restructuring charges incurred for the three months ended May 31, 2025, were $2.9 million, down from $7.3 million for the same period in 2024[80] - The amortization expense related to intangible assets for the three months ended May 31, 2025, was $4.2 million, significantly lower than $11.0 million for the same period in 2024[72] - Sales and marketing expenses increased by $2.6 million to $13.3 million from $10.7 million year-over-year[213] Segment Performance - QNX segment revenue increased to $57.5 million in Q1 2025 from $53.2 million in Q1 2024, representing a growth of 4.5%[115] - Secure Communications segment revenue was $59.5 million for the three months ended May 31, 2025, compared to $64.2 million in the same period last year, reflecting a decline of 7.3%[115] - Licensing segment revenue decreased to $4.7 million in Q1 2025 from $6.0 million in Q1 2024, a decline of 21.7%[115] - Total segment revenue for the company was $121.7 million, down 1.7% from $123.4 million in the previous year[213] - Segment adjusted EBITDA for Q1 Fiscal 2026 was $26.1 million, up from $22.9 million in Q1 Fiscal 2025, indicating a 3.2 million increase[169] Financial Outlook and Projections - The Company expects total BlackBerry revenue to be in the range of $508 million to $538 million for fiscal 2026, an increase from previous expectations[205] - The Company expects Secure Communications revenue to be in the range of $234 million to $244 million for fiscal 2026, reflecting stronger than expected performance[200] - The company expects to recognize revenue from unsatisfied performance obligations over the next 12 months, although specific amounts are not disclosed[124] Accounting and Compliance - The company plans to adopt new accounting standards related to income tax disclosures effective after December 15, 2024, and is currently evaluating the impact on its disclosures[36] - The company is in the process of evaluating new accounting standards related to expense disaggregation disclosures, effective after December 15, 2026[37] - The company has not adopted any new accounting standards during fiscal 2026 to date[34] Shareholder Actions - The company repurchased 2.6 million common shares at a cost of $10 million during the three months ended May 31, 2025[91] - A share buyback program was announced for the repurchase of up to 27,855,153 common shares[164] Other Notable Points - The company recognized a gain on the sale of its Cylance endpoint security assets amounting to $10.4 million before taxes in Q4 fiscal 2025[39] - The company is owed a deferred cash payment of approximately $38.6 million from Arctic Wolf as part of the sale of its Cylance endpoint security assets[135] - The company believes its financial resources will be sufficient to meet current commitments and future operating expenditures based on current projections[138]

Core Viewpoint - BlackBerry shares surged significantly after the company reported better-than-expected first-quarter financial results and raised its fiscal 2026 sales guidance [1][3]. Financial Performance - BlackBerry reported quarterly earnings of $0.02 per share, surpassing the analyst consensus estimate of $0.00 [1]. - Quarterly revenue reached $121.7 million, exceeding the Street estimate of $112.18 million [1]. - QNX revenue increased by 8% to $57.5 million, while Secure Communications revenue exceeded guidance at $59.5 million [2]. Fiscal Guidance - The company affirmed its fiscal 2026 adjusted EPS guidance of $0.08 to $0.10 [3]. - Fiscal 2026 revenue guidance was raised from $504 million-$534 million to $508 million-$538 million, compared to the $513.51 million estimate [3]. Analyst Reactions - RBC Capital analyst Paul Treiber maintained a Sector Perform rating and slightly increased his price forecast from $3.75 to $4, noting strong revenue from Secure Communications and QNX segments [4]. - Canaccord Genuity analyst Kingsley Crane maintained a Hold rating while modestly increasing the price forecast from $4.25 to $4.60, highlighting strong IoT results [5][6]. Market Outlook - Analysts noted that the raised fiscal 2026 guidance remains conservative due to uncertainties in the automotive sector and broader macroeconomic conditions [5][11]. - A backlog of approximately $865 million in QNX presents significant revenue opportunities, though clarity on timing for revenue recognition remains a concern [9][10]. Strategic Initiatives - The company is positioned for substantial expansion in the general embedded opportunity, which represents 43% of the overall pipeline for Software-Defined Vehicle 8.0 [12]. - Management's tone has improved, indicating a more optimistic outlook for the business compared to the previous year [11].

Group 1 - BlackBerry Limited reported better-than-expected first-quarter results, with earnings of $0.02 per share and revenue of $121.7 million, surpassing analyst estimates of $0.00 and $112.18 million respectively [1] - CEO John J. Giamatteo highlighted the strong performance of the QNX and Secure Communications divisions, which exceeded both revenue and profitability expectations [2] - The company affirmed its fiscal 2026 adjusted EPS guidance of $0.08 to $0.10 and raised its revenue guidance to a range of $508 million to $538 million, compared to the previous estimate of $504 million to $534 million [2] Group 2 - Following the earnings announcement, BlackBerry shares increased by 14.7%, trading at $4.9649 [3] - Analysts adjusted their price targets for BlackBerry, with Baird raising it from $4 to $5, Canaccord Genuity from $4.25 to $4.6, and RBC Capital from $3.75 to $4 [5]

After the bell on Tuesday, we received fiscal first quarter results from BlackBerry Limited (NYSE: BB ) for its May ending quarter. The stock has been one of the market's biggest winners over theI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the mar ...

Tech stock BlackBerry Ltd (NYSE:BB) is up 20.6% at $5.22 at last glance, after the company posted strong first-quarter results and lifted its annual revenue forecast. A handful of analysts lifted their price targets after the event, with the largest coming from Baird to $5 from $4. Today's pop has BB jumping out of penny stock territory for the first time since February's two-year peak of $6.24. The shares have been steadily rising since their early-April lows below $3, with recent support at the 20-day mov ...

Key Takeaways BB posted Q1 non-GAAP EPS of 2 cents, beating its own breakeven-to-loss forecast and consensus view. Total revenue hit $121.7M, topping guidance despite declines in Secure Comms and Licensing units. Full-year revenue outlook raised to $508-$538M on stronger forecasts for Secure Comms and QNX EBITDA.BlackBerry Limited (BB) reported first-quarter fiscal 2026 non-GAAP earnings per share (EPS) of 2 cents. The figure beat the company’s estimate of a loss of 1 cent to breakeven. In the year-ago qu ...