Financial Data and Key Metrics Changes - Company revenue for Q2 fiscal year 2026 was $129.6 million, a 3% year-over-year increase, exceeding expectations [5][15] - Adjusted EBITDA reached 20% of revenue, with total company adjusted EBITDA growing 72% year-over-year to $25.9 million [5][16] - GAAP net income was positive at $13.3 million, marking a significant turnaround from a $19.7 million loss in the prior year [16][18] - Non-GAAP EPS was positive at $0.04, beating guidance [5][16] Business Line Data and Key Metrics Changes - QNX revenue was $63.1 million, representing a 15% year-over-year growth, with an adjusted EBITDA margin of 32% [6][17] - Secure Communications division reported quarterly revenue of $59.9 million, driven by reduced customer churn and a $4 million increase in annual recurring revenue (ARR) to $213 million [11][17] - Licensing division generated revenue of $6.6 million, exceeding expectations [14][18] Market Data and Key Metrics Changes - QNX design wins were ahead of plan in Q2, with a solid pipeline for the second half of the fiscal year [6][10] - The Secure Communications division saw traction with government contracts, including a five-year deal with a key German government agency [12][13] Company Strategy and Development Direction - The company is focusing on expanding its QNX business and enhancing its software-defined vehicle capabilities [9][10] - BlackBerry is investing in R&D and sales and marketing to drive growth in its GEM expansion and vehicle software platform [28][19] - The company aims to strengthen its position in the market through initiatives like QNX-centric training programs and partnerships with universities [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of fiscal year 2026, citing reduced uncertainty in the automotive market and a solid pipeline of opportunities [20][38] - The company expects revenue for QNX in Q3 to be between $66 to $70 million, with adjusted EBITDA between $13 to $17 million [21][22] - Full-year revenue guidance has been raised to a range of $519 to $541 million, reflecting stronger than expected performance [22][23] Other Important Information - The company repurchased approximately $20 million worth of shares during the quarter, reducing the total number of shares by 7.6 million [18][19] - BlackBerry's UEM became the first solution certified by Germany's Federal Office for Information Security, opening up expansion opportunities in Germany [14] Q&A Session Summary Question: Operating leverage in QNX - Management sees significant leverage in the QNX model, with expectations for improved gross margins as royalty mix increases [28] Question: Approach to the China market - The company is focusing on safety-critical software in China, responding to market shifts towards higher performance capabilities [31][32] Question: Drivers of QNX's back-end loaded revenue - Revenue trends for QNX have historically been back-end loaded, driven by the start of programs and design work [35][36] Question: Backlog growth in QNX - The backlog is expected to grow, with a solid pipeline of opportunities for the second half of the year [42] Question: Sustainability of QNX's growth - Management is optimistic about maintaining double-digit growth in QNX, supported by new programs and market demand [44]

Group 1 - The core point of the article is that BlackBerry (BB.US) shares rose by 2.1% in pre-market trading after the company raised its annual revenue forecast [1] Group 2 - BlackBerry has adjusted its revenue expectations upward, indicating positive growth prospects for the company [1]

Financial Highlights - BlackBerry's Q2 FY26 revenue reached $129.6 million[8] - The company achieved a 75% adjusted gross margin[8] - Non-GAAP earnings per share were $0.04[8] - GAAP net income was $13.3 million[8] - Adjusted EBITDA amounted to $25.9 million[8] - The company's total ending cash and investments stood at $363.5 million[8] - Operating cash flow was $3.4 million[8] - Adjusted OPEX totaled $74.8 million[8] QNX Segment Performance - QNX revenue reached $63.1 million, representing a 15% year-over-year growth[14] - QNX segment adjusted EBITDA margin was 32% of revenue[14]

Group 1 - The company is preparing to enter the European market by 2027, recognizing that European users have different preferences and needs compared to Chinese users [1][2] - There is a focus on ensuring that the vehicles meet high standards for European driving habits, which include faster driving speeds [2] - The company plans to upgrade its global product offerings rather than creating entirely new models specifically for Europe [3] Group 2 - Many Chinese EV manufacturers are considering local manufacturing in Europe due to tariffs on Chinese EVs entering the European Union [4] - The company acknowledges that establishing a factory in Europe is essential for long-term goals of becoming a top player in the global market within 15 to 20 years [5] - However, the company believes that local manufacturing is not an immediate necessity, citing successful examples like Tesla's production in Shanghai [5][6]

Core Viewpoint - BlackBerry's shares increased approximately 1% in premarket trading following the release of second quarter results that exceeded expectations and an upward revision of its fiscal year 2026 outlook [1] Financial Performance - For the fiscal second quarter ending August 31, BlackBerry reported a non-GAAP EPS of $0.04 [1] - Revenue for the quarter grew about 3% year-over-year, reaching $129.6 million [1]

Group 1 - The core viewpoint of the article highlights that BlackBerry's second-quarter revenue reached $129.6 million, exceeding the estimated $122.4 million [1] - The adjusted earnings per share for BlackBerry were reported at $0.04, surpassing the forecast of $0.01 [1]

[Executive Summary](index=1&type=section&id=Executive%20Summary) BlackBerry delivered year-over-year revenue growth, expanded gross margins, and reduced operating expenses, achieving GAAP profitability for Q2 FY26 [Overview of Q2 FY26 Results](index=1&type=section&id=Overview%20of%20Q2%20FY26%20Results) BlackBerry delivered year-over-year revenue growth, expanded gross margins, and reduced operating expenses, achieving GAAP profitability for the second consecutive quarter in Q2 FY26. Both the QNX and Secure Communications divisions exceeded expectations and raised full-year guidance, while the company also returned $20 million to shareholders - BlackBerry delivered **year-over-year revenue growth**, expanded **gross margins**, and reduced **operating expenses**, achieving a **second consecutive quarter of GAAP profitability**[3](index=3&type=chunk) - QNX division recorded a **'rule of 40' quarter** and made progress across key growth initiatives. Secure Communications division **exceeded expectations** at both the top and bottom line[3](index=3&type=chunk) - The company returned **$20 million** to shareholders as part of a **share buyback program**[5](index=5&type=chunk) [Second Quarter Fiscal 2026 Financial Highlights](index=1&type=section&id=Second%20Quarter%20Fiscal%202026%20Financial%20Highlights) BlackBerry exceeded Q2 FY26 revenue guidance, achieving 3% YoY growth, 75% gross margin, and positive GAAP operating income [Overall Company Performance](index=1&type=section&id=Overall%20Company%20Performance) BlackBerry's total revenue for Q2 FY26 exceeded guidance at $129.6 million, marking a 3% year-over-year increase. The company also saw its GAAP and adjusted gross margin rise by 4 percentage points year-over-year to 75%, and achieved GAAP Operating Income of $11.5 million and adjusted EBITDA of $25.9 million Q2 FY26 Overall Company Financial Performance | Metric | Value (Millions USD) | YoY Change | | :-------------------------------- | :------------------- | :--------- | | Total Company Revenue | $129.6 | +3% | | Total Company GAAP Gross Margin | 75% | +4 ppts | | Total Company Adjusted Gross Margin | 75% | +4 ppts | | Total Company GAAP Operating Income | $11.5 | +$9.3 million | | Total Company Adjusted EBITDA | $25.9 | Exceeded guidance | | Adjusted EBITDA as % of Revenue | 20% | | - BlackBerry achieved **GAAP net income of $13.3 million** and **non-GAAP basic earnings per share of $0.04**, beating previously provided guidance[10](index=10&type=chunk) - Operating cash flow for the second quarter was **positive $3.4 million**, beating expectations[10](index=10&type=chunk) [Segment Performance](index=1&type=section&id=Segment%20Performance) In Q2 FY26, the QNX division reported strong performance with revenue growing 15% year-over-year to $63.1 million and adjusted EBITDA of $20.5 million. The Secure Communications division, despite a 10% year-over-year revenue decrease to $59.9 million, improved its adjusted gross margin to 66% and saw its Annual Recurring Revenue (ARR) increase. Licensing revenue was $6.6 million Q2 FY26 Segment Financial Performance | Segment | Revenue (Millions USD) | YoY Growth | Adj. Gross Margin | Adj. EBITDA (Millions USD) | | :---------------------- | :------------------- | :--------- | :---------------- | :------------------------- | | QNX | $63.1 | +15% | 83% | $20.5 | | Secure Communications | $59.9 | -10% | 66% | $9.7 | | Licensing | $6.6 | | | $5.6 | - Secure Communications ARR increased year-over-year and sequentially to **$213 million**[6](index=6&type=chunk) - Secure Communications DBNRR was flat year-over-year, and increased by **1 percentage point sequentially to 93%**[6](index=6&type=chunk) [Business Highlights & Strategic Announcements](index=2&type=section&id=Business%20Highlights%20%26%20Strategic%20Announcements) BlackBerry announced key product developments and strategic partnerships, including NVIDIA DRIVE AGX Thor integration with QNX OS for Safety 8 and BSI certification for UEM [Key Developments and Partnerships](index=2&type=section&id=Key%20Developments%20and%20Partnerships) BlackBerry announced key product developments and partnerships, including the general availability of the NVIDIA DRIVE AGX Thor development kit integrated with QNX® OS for Safety 8, and the launch of QNX OS for Safety 8. The company also achieved BSI certification for BlackBerry UEM deployment and expanded cybersecurity training in Malaysia - QNX and NVIDIA announced general availability of NVIDIA DRIVE AGX Thor development kit, integrated with **QNX® OS for Safety 8** to accelerate autonomous drive systems development[10](index=10&type=chunk) - QNX launched its foundational, safety-certified **QNX OS for Safety 8** to streamline the development and certification of safety- and security-critical embedded systems[10](index=10&type=chunk) - BlackBerry became the **first Mobile Device Management (MDM) vendor to achieve BSI certification** for BlackBerry UEM deployment with Apple Indigo and Samsung Knox[10](index=10&type=chunk) [Financial Outlook](index=2&type=section&id=Financial%20Outlook) BlackBerry provided Q3 FY26 and full fiscal year 2026 guidance, projecting continued revenue growth and positive adjusted EBITDA across all segments [Q3 FY26 Guidance](index=2&type=section&id=Q3%20FY26%20Guidance) For the third fiscal quarter ending November 30, 2025, BlackBerry projects total revenue between $132-$140 million, with QNX revenue at $66-$70 million and Secure Communications revenue at $60-$64 million. Total company adjusted EBITDA is expected to be $20-$28 million Q3 FY26 Financial Guidance | Metric | Q3 FY26 Guidance (Millions USD) | | :-------------------------------------- | :----------------------------- | | Total BlackBerry Revenue | $132 - $140 | | QNX Revenue | $66 - $70 | | Secure Communications Revenue | $60 - $64 | | Licensing Revenue | Approximately $6 | | QNX Segment Adjusted EBITDA | $13 - $17 | | Secure Communications Segment Adjusted EBITDA | $12 - $16 | | Licensing Segment Adjusted EBITDA | Approximately $5 | | Total Company Adjusted EBITDA | $20 - $28 | | Non-GAAP Basic EPS | $0.02 – $0.04 | | Operating Cash Flow | $10 – $20 | [Full Fiscal Year FY26 Guidance](index=2&type=section&id=Full%20Fiscal%20Year%20FY26%20Guidance) For the full fiscal year 2026 ending February 28, 2026, BlackBerry anticipates total revenue of $519-$541 million, with QNX revenue of $256-$270 million and Secure Communications revenue of $239-$247 million. Total company adjusted EBITDA is expected to be $82-$101 million Full Fiscal Year FY26 Financial Guidance | Metric | Full FY26 Guidance (Millions USD) | | :-------------------------------------- | :------------------------------- | | Total BlackBerry Revenue | $519 - $541 | | QNX Revenue | $256 - $270 | | Secure Communications Revenue | $239 - $247 | | Licensing Revenue | Approximately $24 | | QNX Segment Adjusted EBITDA | $64 - $73 | | Secure Communications Segment Adjusted EBITDA | $38 - $48 | | Licensing Segment Adjusted EBITDA | Approximately $20 | | Total Company Adjusted EBITDA | $82 - $101 | | Non-GAAP Basic EPS | $0.11 – $0.15 | | Operating Cash Flow | $35 - $40 | [Consolidated Financial Statements](index=5&type=section&id=Consolidated%20Financial%20Statements) BlackBerry's Q2 FY26 consolidated statements show improved net income, stable assets with reduced liabilities, and positive operating cash flow [Consolidated Statements of Operations](index=5&type=section&id=Consolidated%20Statements%20of%20Operations) For the three months ended August 31, 2025, BlackBerry reported revenue of $129.6 million, a gross margin of 74.5%, and net income of $13.3 million, resulting in basic earnings per share of $0.02. This marks a significant improvement from a net loss of $(19.7) million in the prior year period Consolidated Statements of Operations (Selected Data) | Metric | 3 Months Ended Aug 31, 2025 (Millions USD) | 3 Months Ended Aug 31, 2024 (Millions USD) | 6 Months Ended Aug 31, 2025 (Millions USD) | 6 Months Ended Aug 31, 2024 (Millions USD) | | :-------------------------- | :--------------------------------------- | :--------------------------------------- | :--------------------------------------- | :--------------------------------------- | | Revenue | $129.6 | $126.2 | $251.3 | $249.6 | | Gross margin % | 74.5% | 70.2% | 74.4% | 71.6% | | Operating income (loss) | $11.5 | $2.2 | $13.5 | $(10.7) | | Net income (loss) | $13.3 | $(19.7) | $15.2 | $(61.1) | | Basic earnings (loss) per share | $0.02 | $(0.03) | $0.03 | $(0.10) | [Consolidated Balance Sheets](index=6&type=section&id=Consolidated%20Balance%20Sheets) As of August 31, 2025, BlackBerry reported total assets of $1,184.1 million, a decrease from $1,295.6 million at February 28, 2025. Current assets stood at $507.2 million, while total liabilities were $459.0 million, and shareholders' equity increased slightly to $725.1 million Consolidated Balance Sheets (Selected Data) | Metric | As at Aug 31, 2025 (Millions USD) | As at Feb 28, 2025 (Millions USD) | | :-------------------------- | :-------------------------------- | :-------------------------------- | | Total Assets | $1,184.1 | $1,295.6 | | Current Assets | $507.2 | $591.5 | | Cash and cash equivalents | $276.4 | $266.7 | | Short-term investments | $14.1 | $71.1 | | Total Liabilities | $459.0 | $575.7 | | Shareholders' Equity | $725.1 | $719.9 | [Consolidated Statements of Cash Flows](index=7&type=section&id=Consolidated%20Statements%20of%20Cash%20Flows) For the six months ended August 31, 2025, net cash used in operating activities was $(14.1) million, an improvement from $(31.1) million in the prior year. Net cash provided by investing activities was $52.8 million, while net cash used in financing activities was $(28.8) million, primarily due to common shares repurchased Consolidated Statements of Cash Flows (Selected Data) | Metric | 6 Months Ended Aug 31, 2025 (Millions USD) | 6 Months Ended Aug 31, 2024 (Millions USD) | | :-------------------------------------------------------------------------------- | :--------------------------------------- | :--------------------------------------- | | Net cash used in operating activities | $(14.1) | $(31.1) | | Net cash provided by investing activities | $52.8 | $16.6 | | Net cash provided by (used in) financing activities | $(28.8) | $1.5 | | Net increase (decrease) in cash, cash equivalents, restricted cash, and restricted cash equivalents during the period | $10.3 | $(12.8) | | Cash, cash equivalents, restricted cash, and restricted cash equivalents, end of period | $290.6 | $187.7 | - Common shares repurchased amounted to **$30.0 million** during the six months ended August 31, 2025[25](index=25&type=chunk) [Segment Results and Adjusted EBITDA Reconciliation](index=8&type=section&id=Segment%20Results%20and%20Adjusted%20EBITDA%20Reconciliation) This section details QNX, Secure Communications, and Licensing segment revenues and adjusted EBITDA for Q2 FY26 and Q2 FY25, highlighting year-over-year performance changes [Three Months Ended August 31, 2025](index=8&type=section&id=Three%20Months%20Ended%20August%2031%2C%202025) For the three months ended August 31, 2025, the QNX segment reported $63.1 million in revenue and $20.5 million in adjusted EBITDA. The Secure Communications segment had $59.9 million in revenue and $9.7 million in adjusted EBITDA, while Licensing contributed $6.6 million in revenue and $5.6 million in adjusted EBITDA Segment Performance (Q2 FY26) | Segment | Revenue (Millions USD) | Adj. Gross Margin (Millions USD) | Adj. EBITDA (Millions USD) | | :--------------------- | :--------------------- | :------------------------------- | :------------------------- | | QNX | $63.1 | $52.4 | $20.5 | | Secure Communications | $59.9 | $39.7 | $9.7 | | Licensing | $6.6 | $5.1 | $5.6 | | Total Segment Adjusted EBITDA | $35.8 | | | [Three Months Ended August 31, 2024](index=9&type=section&id=Three%20Months%20Ended%20August%2031%2C%202024) For the three months ended August 31, 2024, the QNX segment generated $54.7 million in revenue and $13.1 million in adjusted EBITDA. The Secure Communications segment reported $66.5 million in revenue and $7.4 million in adjusted EBITDA, with Licensing revenue at $5.0 million and adjusted EBITDA at $4.0 million Segment Performance (Q2 FY25) | Segment | Revenue (Millions USD) | Adj. Gross Margin (Millions USD) | Adj. EBITDA (Millions USD) | | :--------------------- | :--------------------- | :------------------------------- | :------------------------- | | QNX | $54.7 | $45.4 | $13.1 | | Secure Communications | $66.5 | $40.4 | $7.4 | | Licensing | $5.0 | $3.4 | $4.0 | | Total Segment Adjusted EBITDA | $25.0 | | | - Reconciliation of Total Segment Adjusted EBITDA to Consolidated income before income taxes for Q2 FY26 was **$13.4 million** (from **$35.8 million Adjusted EBITDA**) and for Q2 FY25 was **$4.9 million** (from **$25.0 million Adjusted EBITDA**), after various adjustments[30](index=30&type=chunk) [Non-GAAP Financial Measures Reconciliation](index=2&type=section&id=Non-GAAP%20Financial%20Measures%20Reconciliation) This section explains BlackBerry's use of non-GAAP financial measures and provides detailed reconciliations for adjusted gross margin, net income, EPS, and EBITDA for both quarterly and half-yearly periods [Introduction to Non-GAAP Measures](index=2&type=section&id=Introduction%20to%20Non-GAAP%20Measures) BlackBerry utilizes non-GAAP financial measures to provide a consistent basis for comparison across accounting periods and to help management and readers understand the company's operating results and underlying operational trends. However, the company cautions that these non-GAAP measures may not be comparable to similarly titled measures reported by other companies - Non-GAAP financial measures provide a consistent basis for comparison across accounting periods and are useful in understanding operating results and underlying operational trends[33](index=33&type=chunk) - Readers are cautioned that non-GAAP measures do not have any standardized meaning prescribed by U.S. GAAP and are therefore unlikely to be comparable to similarly titled measures reported by other companies[34](index=34&type=chunk) - The company does not provide a reconciliation of expected Adjusted EBITDA and expected Non-GAAP basic EPS for Q3 FY26 to GAAP measures due to the inability to predict certain uncertain items like restructuring and impairment charges[11](index=11&type=chunk) [Three Months Ended August 31, 2025 and 2024](index=10&type=section&id=Three%20Months%20Ended%20August%2031%2C%202025%20and%202024) This section provides reconciliations for various non-GAAP measures for the three months ended August 31, 2025 and 2024, including adjusted gross margin, adjusted operating expense, adjusted corporate operating costs, adjusted net income, adjusted EPS, and adjusted EBITDA, detailing the impact of non-recurring and non-cash items Adjusted Gross Margin Reconciliation (Q2 FY26 vs Q2 FY25) | Metric | Aug 31, 2025 (Millions USD) | Aug 31, 2024 (Millions USD) | | :-------------------------- | :-------------------------- | :-------------------------- | | Gross margin | $96.6 | $88.6 | | Stock compensation expense | $0.6 | $0.6 | | Adjusted gross margin | $97.2 | $89.2 | | Gross margin % | 74.5% | 70.2% | | Adjusted gross margin % | 75.0% | 70.7% | Adjusted Net Income (Loss) and EPS Reconciliation (Q2 FY26 vs Q2 FY25) | Metric | Aug 31, 2025 (Millions USD) | Basic EPS | Aug 31, 2024 (Millions USD) | Basic EPS | | :-------------------------- | :-------------------------- | :-------- | :-------------------------- | :-------- | | Net income (loss) | $13.3 | $0.02 | $(19.7) | $(0.03) | | Restructuring charges | $3.4 | | $0.9 | | | Stock compensation expense | $5.9 | | $7.1 | | | Acquired intangibles amortization | $1.1 | | $8.5 | | | LLA impairment charge | $0.5 | | $0.6 | | | Adjusted net income (loss) | $24.2 | $0.04 | $(2.6) | $0.00 | Adjusted EBITDA Reconciliation (Q2 FY26 vs Q2 FY25) | Metric | Aug 31, 2025 (Millions USD) | Aug 31, 2024 (Millions USD) | | :-------------------------- | :-------------------------- | :-------------------------- | | Operating income | $11.5 | $2.2 | | Total non-GAAP adjustments to operating income | $10.9 | $8.5 | | Adjusted operating income | $22.4 | $10.7 | | Amortization (net of acquired intangibles) | $3.5 | $4.4 | | Adjusted EBITDA | $25.9 | $15.1 | | Adjusted EBITDA margin % | 20.0% | 12.0% | [Six Months Ended August 31, 2025 and 2024](index=12&type=section&id=Six%20Months%20Ended%20August%2031%2C%202025%20and%202024) This section provides reconciliations for various non-GAAP measures for the six months ended August 31, 2025 and 2024, including adjusted gross margin, adjusted operating expense, adjusted corporate operating costs, adjusted net income, adjusted EPS, and adjusted EBITDA, offering a half-year perspective on non-GAAP performance and free cash flow Adjusted Gross Margin Reconciliation (H1 FY26 vs H1 FY25) | Metric | Aug 31, 2025 (Millions USD) | Aug 31, 2024 (Millions USD) | | :-------------------------- | :-------------------------- | :-------------------------- | | Gross margin | $186.9 | $178.6 | | Stock compensation expense | $1.1 | $1.3 | | Adjusted gross margin | $188.0 | $179.9 | | Gross margin % | 74.4% | 71.6% | | Adjusted gross margin % | 74.8% | 72.1% | Adjusted Net Income (Loss) and EPS Reconciliation (H1 FY26 vs H1 FY25) | Metric | Aug 31, 2025 (Millions USD) | Basic EPS | Aug 31, 2024 (Millions USD) | Basic EPS | | :-------------------------- | :-------------------------- | :-------- | :-------------------------- | :-------- | | Net income (loss) | $15.2 | $0.03 | $(61.1) | $(0.10) | | Restructuring charges | $6.3 | | $8.2 | | | Stock compensation expense | $11.6 | | $14.8 | | | Acquired intangibles amortization | $2.8 | | $17.1 | | | LLA impairment charge | $0.6 | | $4.1 | | | Adjusted net income (loss) | $36.5 | $0.06 | $(16.9) | $(0.03) | Adjusted EBITDA and Free Cash Flow Reconciliation (H1 FY26 vs H1 FY25) | Metric | Aug 31, 2025 (Millions USD) | Aug 31, 2024 (Millions USD) | | :---------------------------------------- | :-------------------------- | :-------------------------- | | Adjusted EBITDA | $42.3 | $25.6 | | Adjusted EBITDA margin % | 17% | 10% | | Net cash provided by (used in) operating activities | $3.4 | $(16.0) | | Acquisition of property, plant and equipment | $(0.8) | $(0.5) | | Free cash flow (usage) | $2.6 | $(16.5) | [Key Metrics](index=14&type=section&id=Key%20Metrics) BlackBerry monitors Secure Communications operational metrics, including Annual Recurring Revenue (ARR) and Dollar-Based Net Retention Rate (DBNRR), to assess performance [Secure Communications Operational Metrics](index=14&type=section&id=Secure%20Communications%20Operational%20Metrics) BlackBerry monitors specific operational metrics for its Secure Communications segment, including Annual Recurring Revenue (ARR) and Dollar-Based Net Retention Rate (DBNRR), to measure current and estimated future performance, noting that these are non-standardized measures Secure Communications Key Metrics (Q2 FY26) | Metric | Aug 31, 2025 (Millions USD) | | :---------------------------------------- | :-------------------------- | | Secure Communications Annual Recurring Revenue | $213 | | Secure Communications Dollar-Based Net Retention Rate | 93% | - Readers are cautioned that Secure Communications ARR and DBNRR do not have any standardized meaning and are unlikely to be comparable to similarly titled measures reported by other companies[45](index=45&type=chunk) [Corporate Information](index=3&type=section&id=Corporate%20Information) This section provides details on BlackBerry's Q2 FY26 conference call, an overview of the company's intelligent software and services, and important disclosures regarding forward-looking statements [Conference Call and Webcast](index=3&type=section&id=Conference%20Call%20and%20Webcast) BlackBerry hosted a conference call and live webcast on September 25, 2025, at 8:00 a.m. ET to discuss its financial results, with a replay available for those unable to attend live - A conference call and live webcast were held on **September 25, 2025**, beginning at **8:00 a.m. ET**[12](index=12&type=chunk) - A replay of the conference call was made available at approximately **11:00 a.m. ET** on the same day[13](index=13&type=chunk) [About BlackBerry](index=3&type=section&id=About%20BlackBerry) BlackBerry provides intelligent software and services to enterprises and governments, specializing in high-performance foundational software for major automakers and industrial giants. The company delivers operational resiliency through a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management - BlackBerry provides intelligent software and services that power enterprises and governments[14](index=14&type=chunk) - The company's high-performance foundational software enables major automakers and industrial giants to unlock transformative applications, drive new revenue streams, and launch innovative business models without sacrificing safety, security, and reliability[14](index=14&type=chunk) - BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management[14](index=14&type=chunk) [Forward-Looking Statements](index=3&type=section&id=Forward-Looking%20Statements) This news release contains forward-looking statements regarding BlackBerry's plans, strategies, and objectives, which are based on estimates and assumptions. These statements are subject to various factors and risks, including competition, product development, cybersecurity, and macroeconomic conditions, which could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these statements - The news release contains forward-looking statements regarding BlackBerry's plans, strategies, and objectives, identified by words like 'expect', 'anticipate', and 'estimate'[15](index=15&type=chunk)[16](index=16&type=chunk) - Forward-looking statements are based on estimates and assumptions and are subject to many factors that could cause actual results to differ materially, including competition, product development, government demand, cybersecurity, and macroeconomic conditions[16](index=16&type=chunk)[17](index=17&type=chunk) - Readers should consider these risk factors carefully and not place undue reliance on forward-looking statements, which are made only as of the date of the release and are not subject to updates unless required by law[18](index=18&type=chunk)

每经AI快讯，9月25日，黑莓公司股价在盘前交易中上涨6.1%，二季度财报即将公布。 （文章来源：每日经济新闻） ...

Core Insights - BlackBerry Limited is set to release its second-quarter earnings results on September 25, with analysts expecting earnings of 1 cent per share and projected revenue of $122.03 million, down from $145 million a year earlier [1] Group 1: Earnings Expectations - Analysts anticipate BlackBerry will report quarterly earnings of 1 cent per share [1] - Projected quarterly revenue is $122.03 million, a decrease from $145 million reported in the same quarter last year [1] Group 2: Recent Developments - On September 18, BlackBerry became the first mobile device management vendor certified by Germany's Federal Office for Information Security (BSI) [2] - Following this announcement, BlackBerry shares fell by 3% to close at $4.27 [2] Group 3: Analyst Ratings - RBC Capital analyst Paul Treiber maintained a Sector Perform rating and raised the price target from $3.75 to $4 [6] - Canaccord Genuity analyst Kingsley Craner maintained a Hold rating and increased the price target from $4.25 to $4.60 [6] - Baird analyst Luke Junk maintained a Neutral rating and raised the price target from $4 to $5 [6] - CIBC analyst Todd Coupland maintained an Outperformer rating but reduced the price target from $7 to $6 [6]

Group 1: Automotive Software Development in India - Automotive software developers in India are experiencing the longest development cycles globally, primarily due to regulatory pressures and integration complexities [1][2] - Over 26% of Indian developers reported delays in timelines directly linked to evolving compliance demands, with over 500 new regulations introduced globally in 2024 affecting in-car technology [5] - A majority of Indian developers believe that automotive OEMs should prioritize application-layer innovation over foundational software infrastructure to enhance time-to-market and consumer experiences [6] Group 2: Role of AI in Software Development - The majority of automotive software developers across Asia, North America, and Europe anticipate that AI will significantly influence software development in the near future, with estimates suggesting AI could replace 43% of current roles by 2035 [3] Group 3: QNX's Role in Urban Rail Network - QNX has been selected by Medha Servo Drives to provide the software foundation for a next-generation railway protection system in India, aimed at enhancing urban transit systems [7][8] - The deployment of Medha's Communications-Based Train Control (CBTC) solution, powered by QNX OS for Safety, is designed to ensure precise, real-time control of train operations [8][10] - This collaboration is seen as a significant advancement in modernizing India's transit infrastructure, aiming to improve safety, reliability, and efficiency for daily commuters [10] Group 4: Company Background - BlackBerry, having ceased mobile phone production in 2016, has shifted its focus entirely to software and cybersecurity, with QNX providing operating systems and development tools for safety-critical embedded systems [11]