Core Viewpoint - BlackBerry Limited has experienced a significant decline in its stock value, losing nearly two-thirds of its worth over the past decade, indicating challenges in its business performance [1]. Company Summary - BlackBerry Limited is a Canadian technology company that has struggled in the market, with its shares dropping substantially [1]. Investment Considerations - Investors are encouraged to conduct thorough due diligence before making any investment decisions related to BlackBerry or similar companies [3].

Financial Data and Key Metrics Changes - Total company revenue for Q4 was $141.7 million, exceeding guidance [11] - Adjusted EBITDA for Q4 was $21.1 million, beating guidance [12] - Adjusted EPS for Q4 was positive $0.03, surpassing expectations [42] - Total cash and investments increased by $144 million, driven by strong operating cash flow of $42 million [13][45] Business Line Data and Key Metrics Changes - QNX division revenue for Q4 was $65.8 million, beating guidance [11] - Secure Communications division revenue for Q4 was $67.3 million, also exceeding guidance [29] - Licensing revenue for Q4 was $8.6 million, above expectations [35] - Adjusted EBITDA for Secure Communications was $12.6 million for Q4, significantly beating guidance [38] Market Data and Key Metrics Changes - QNX's royalty backlog grew to approximately $865 million, indicating future revenue potential [20] - Annual recurring revenue (ARR) for Secure Communications decreased by $7 million sequentially but increased by $6 million year-over-year to $208 million [34] Company Strategy and Development Direction - The company is focusing on its core growth driver, QNX, and has reduced its cost run rate by over $150 million [60] - The company is expanding its market presence beyond automotive into adjacent verticals such as medical and industrial [82] - The QNX division will now be referred to as QNX to reflect its key role [25] Management's Comments on Operating Environment and Future Outlook - Management noted uncertainty in the automotive sector due to recent tariff changes but emphasized resilience due to diversified revenue sources [48] - The company expects revenue for the full fiscal year 2026 to be in the range of $250 million to $270 million, indicating a 10% growth at the midpoint [49] - Management expressed confidence in maintaining strong relationships with government clients, which are expected to mitigate risks from potential changes in administration [106] Other Important Information - The company completed the sale of the Cylance business to Arctic Wolf, receiving approximately $80 million in cash and common shares [14][43] - The company retained its AI/ML endpoint security patents and tax losses, which are expected to benefit future profits [15] Q&A Session Summary Question: Impact of tariffs on auto OEMs - Management has not seen significant supply chain issues from OEMs related to tariffs, indicating a degree of insulation due to diversified revenue sources [64][65] Question: US federal business impact on Secure Communications - US federal contracts represent about 20-25% of Secure Communications, with no material impact observed so far [68][70] Question: Timeline for OEMs adjusting to tariff impacts - OEMs are still navigating the situation, with no significant downtick in supply chain volumes reported [74][75] Question: Business outside the US - The company is optimistic about growth opportunities outside the US, particularly in Europe, and is investing in adjacent markets [80][82] Question: Vehicle OS initiative and content opportunities - There is a consistent trend of OEMs seeking to expand their collaboration with the company, indicating potential for increased content per vehicle [96][100] Question: Risks related to government contracts - Long-term agreements with governments are expected to remain stable, with opportunities for consolidation and expansion of services [106]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

You should not place undue reliance on the company's forward-looking statements. Any forward-looking statements are made only as of the date of publication and the company has no intention and undertakes no obligation to update or revise any of them, except as required by law. This presentation includes certain non-GAAP measures. We believe that these non-GAAP measures, which may be defined differently by other companies, explain our results of operations in a manner that allows for a more complete understa ...

Core Viewpoint - BlackBerry Limited is set to report its fourth-quarter fiscal 2025 results on April 2, with earnings expectations and revenue projections indicating a challenging environment for the company [1][5]. Earnings Estimates - The Zacks Consensus Estimate for the upcoming quarter's earnings is 2 cents per share, unchanged over the past 60 days, compared to 3 cents per share in the same quarter last year [2][4]. - For fiscal 2025, the earnings estimate is 1 cent per share, down from 5 cents per share in the previous fiscal year, with revenues projected at $562 million, reflecting a 34.1% year-over-year decline [4][12]. Earnings Surprise History - BlackBerry has a strong earnings surprise history, having outperformed the Zacks Consensus Estimate in the last four quarters, with an average surprise of 131.25% [3][4]. Revenue Projections - The company expects fourth-quarter revenues to be between $126 million and $135 million, with the Secure Communications unit projected to generate $62 million to $66 million and the IoT business expected to bring in $60 million to $65 million [11][12]. - For fiscal 2025, revenues from continuing operations are anticipated to be between $517 million and $526 million, with the Secure Communications division expected to contribute $267 million to $271 million [12]. Operational Performance - Cost-cutting measures, including headcount reductions and facility closures, have positively impacted margin and bottom-line performance, with adjusted EBITDA reported at $23 million in the third quarter of fiscal 2025, up from $18 million year-over-year [13]. - The company anticipates adjusted EBITDA for the upcoming quarter to be between $10 million and $20 million, and for fiscal 2025, it is projected to be between $60 million and $70 million [14]. Market Position and Stock Performance - BlackBerry's stock has increased by 51.2% over the past six months, outperforming the Computer Software industry and broader market indices [16]. - The stock is currently trading at a discount, with a 12-month Price/book multiple of 3.26X compared to the industry average of 7.63X [19]. Strategic Focus - The company is focusing on high-margin areas such as IoT and Secure Communications, with expected benefits from the automotive segment and the relaunch of the QNX brand [7][10]. - The performance of the Secure Communications division is driven by strong demand for its endpoint management and critical events management solutions [9].

Release and Availability of the 2024 Universal Registration Document Clichy, France – March 27, 2025 – The 2024 Universal Registration Document (French version) was filed with the A.M.F (Autorité des Marchés Financiers: French Financial Markets Authority) on March 27, 2025. The document is available on BIC’s website in French and English in the Investors’ section under Universal Registration Document as well as on the website of the A.M.F (www.amf-france.org). It is available to the public under current reg ...

BlackBerry Limited (BB) stock’s newfound momentum is impressive. It has surged 47.8% in the past year, significantly outpacing the Computer Software industry’s, broader Zacks Computer & Technology sector and the S&P 500 composite’s growth of 0.5%, 12.6% and 13.8%, respectively. Blackberry has also outperformed peers within the cybersecurity space, such as Fortinet (FTNT) and CrowdStrike Holdings, Inc. (CRWD) , which have gained 41.8% and 5.1%, respectively, over the same time frame. BlackBerry gained 2.5% i ...

Disclosure of total number of voting rights andnumber of shares forming the capitalas of February 28, 2025 CLICHY – March 06, 2025 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”. As of February 28, 2025, the total number of issued shares of Société BIC is 41,621,162 shares, representing: 59,845,759 voting rights,59,364,136 voting rights excluding shares without voting rights ABOUT BIC A global leader in statio ...

Disclosure Of Trading In Own SharesFor February 2025 CLICHY – March 06, 2025 In compliance with general regulation on share buy-backs, Société BIC declares below the transactions made on its own shares for February 2025: Date Number of shares Average weighted price in € Amount in € 24/02/2025 10,000 60.9000 609 000.00 25/02/2025 10,000 59.7500 <td style="width:12.43%;;text-align: right ; vertical-align: middle; border-top: solid black 1pt ; border-right: solid black 1pt ; border-bottom: solid bla ...

Shares of tech company BlackBerry (BB -0.84%) have been falling in recent days, but it has been a tremendous stock to own in the past six months, nearly doubling in value over that stretch and hitting a new 52-week high along the way. There's growing excitement around the business, as it announced some promising results late last year, and that has helped fuel the stock's rally. BlackBerry, once known for being a top cellphone maker, stopped making its own phones in 2016 as it struggled in the market amid h ...