Market Overview - U.S. markets experienced gains, with the Nasdaq rising nearly 1.4% to 23,006.36, the S&P 500 increasing by almost 0.8% to 6,774.76, and the Dow Jones Industrial Average edging up 0.1% to 47,951.85 [1] Rivian - Rivian's stock surged by 15.03%, closing at $20.28, with an intraday high of $20.33 and a low of $18.26, and a 52-week range between $20.33 and $10.36 [1] - The company expanded its hands-free assisted driving capabilities with software update 2025.46, increasing coverage to over 3.5 million miles of roads in the U.S. and Canada from about 135,000 miles previously [2] - Analysts view Rivian's advancements in autonomy and the upcoming R2 platform as positive indicators for the company's long-term outlook [2] Nike - Nike's stock dipped by 0.091%, closing at $65.63, with an intraday high of $67 and a low of $65.40, and a 52-week range between $82.44 and $52.28 [3] - Despite reporting better-than-expected second-quarter earnings with revenue of $12.43 billion and earnings of 53 cents per share, the stock fell, with revenue up 1% year-over-year and Nike Brand revenues totaling $12.1 billion [3] Trump Media & Technology Group - Trump Media's stock skyrocketed by 41.93%, closing at $14.86, with an intraday high of $15.20 and a low of $12.71, and a 52-week range between $43.45 and $10.18 [4] - The company announced plans to merge with TAE Technologies in an all-stock deal valued at over $6 billion, targeting a mid-2026 close and planning to begin construction of a utility-scale fusion power plant next year [5] FedEx - FedEx shares rose by 1.74%, closing at $287.12, with an intraday high of $288.05 and a low of $281.60, and a 52-week range between $295.24 and $194.30 [6] - The company reported second-quarter revenue of $23.5 billion and adjusted earnings of $4.82 per share, exceeding estimates, driven by stronger package yields and higher U.S. volume [7] - FedEx raised its fiscal 2026 revenue growth outlook to 5%–6% and lifted the low end of its adjusted EPS guidance to $17.80, while reiterating plans for $1 billion in permanent structural cost reductions [7] BlackBerry - BlackBerry's stock increased by 1.64%, closing at $4.33, with an intraday high of $4.43 and a low of $4.28, and a 52-week range between $6.24 and $2.80 [8] - The company reported third-quarter fiscal 2026 revenue of $141.8 million and adjusted earnings of 5 cents per share, both exceeding expectations, although revenue slipped about 1% year-over-year [9] - BlackBerry raised its full-year fiscal 2026 revenue outlook to $531–$541 million and adjusted EPS guidance to 14–16 cents [9]

Core Insights - BlackBerry reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.02 per share a year ago, resulting in an earnings surprise of +25.00% [1] - The company achieved revenues of $141.8 million for the quarter ended November 2025, surpassing the Zacks Consensus Estimate by 2.01%, although this represents a slight decline from year-ago revenues of $143 million [2] - BlackBerry has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $149 million, and for the current fiscal year, it is $0.15 on revenues of $534 million [7] - The trend of estimate revisions for BlackBerry was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which BlackBerry belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Data and Key Metrics Changes - Total company revenue for Q3 was $141.8 million, exceeding the high end of guidance [5][16] - Adjusted EBITDA was $28.7 million, representing a 20% margin, with GAAP net income improving to $13.7 million, up $24.2 million year over year [5][17] - Operating cash flow was $17.9 million, up over 200% year over year, reflecting strong execution and disciplined cost management [5][19] Business Line Data and Key Metrics Changes - QNX achieved record quarterly revenue of $68.7 million, a 10% year-over-year growth, driven by royalties and professional services [6][17] - Secure communications revenue was $67 million, exceeding guidance, with annual recurring revenue increasing to $216 million [10][11] - Licensing revenue was $6.1 million, in line with expectations, and adjusted EBITDA for the division was $5.3 million [14][18] Market Data and Key Metrics Changes - QNX is now powering over 275 million vehicles on the road, a 20 million increase year over year, indicating significant market presence [9] - The secure communications division demonstrated a dollar-based net retention rate of 92%, indicating strong customer retention [11] Company Strategy and Development Direction - The company is focusing on expanding its QNX business into automotive and general embedded markets, with strategic investments in go-to-market activities and partnerships [6][30] - The introduction of the QNX General Embedded Development Platform (GEDP) aims to accelerate time to market for developers, with positive feedback from customers [10] - The company is also targeting higher pricing per vehicle through a vehicle software platform co-developed with Vector, indicating a shift towards higher-value offerings [8][58] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of QNX, expecting revenue for Q4 to be in the range of $71-$77 million, setting another record [21][22] - The secure communications division is expected to see increased revenue in Q4, with guidance raised for the full fiscal year [22][23] - Management highlighted the importance of mission-critical software solutions during the U.S. government shutdown, indicating resilience in the business model [49] Other Important Information - The company repurchased $5 million worth of shares, totaling 8.8 million shares bought back this fiscal year, to offset potential dilution [20] - The company expects to generate over $80 million in cash in Q4, further strengthening its balance sheet [25] Q&A Session Summary Question: Investment needs in GEM opportunity for fiscal 2027 - Management indicated that investments will focus on go-to-market activities and partnerships to gain critical mass in key end markets [30] Question: Factors leading to luxury China EV win - Cost savings, weight savings, and superior software functionality were highlighted as key factors in winning the deal [32] Question: Progress towards vehicle platform award - Management noted significant focus on integrating QNX and middleware, with more updates expected at CES [34] Question: Trends in QNX growth rates - Management expressed optimism about double-digit growth and strong backlog conversion into revenue [40][42] Question: Future of Secusmart business - Management acknowledged a strong pipeline within Secure Communications and expressed confidence in converting it into solid performance [44][45] Question: Government shutdown impact - Management noted that mission-critical software solutions were less impacted by the shutdown than initially feared [49] Question: Robotics technology demand - Management indicated that QNX technology is well-suited for high-performance robotics applications, with more details to be shared in the future [51]

Financial Data and Key Metrics Changes - Total company revenue for Q3 was $141.8 million, exceeding the high end of guidance [5][16] - Adjusted EBITDA was $28.7 million, representing a 20% margin, with GAAP net income improving to $13.7 million, up $24.2 million year over year [5][17] - Operating cash flow was $17.9 million, up over 200% year over year [19] Business Line Data and Key Metrics Changes - QNX achieved record quarterly revenue of $68.7 million, a 10% year-over-year growth [6][17] - Secure Communications revenue was $67 million, also exceeding guidance, with annual recurring revenue increasing to $216 million [11][18] - Licensing revenue was $6.1 million, in line with expectations [14] Market Data and Key Metrics Changes - QNX is now powering over 275 million vehicles, a 20 million increase year over year [9] - The automotive sector saw significant design wins with major European and Asian OEMs for ADAS and cockpit domains [7][9] Company Strategy and Development Direction - The company is focusing on expanding its QNX business into automotive and general embedded markets, with a strong emphasis on partnerships and go-to-market strategies [30] - Investment in certifications like BSI for UEM and FedRAMP High for AtHoc is strengthening the portfolio's position in government secure communication strategies [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating challenges posed by the U.S. government shutdown, indicating that mission-critical software solutions were less impacted [49] - The outlook for Q4 includes expected revenue for QNX in the range of $71-$77 million, with overall company revenue guidance raised to $531-$541 million for the full fiscal year [21][24] Other Important Information - The company repurchased $5 million worth of shares during the quarter, totaling 8.8 million shares bought back this fiscal year [20] - The company plans to showcase new developments at CES in January [62] Q&A Session Summary Question: Investment needs in GEM opportunity for fiscal 2027 - Management indicated that investments will focus on go-to-market activities and partnerships to accelerate market entry [30] Question: Factors leading to the luxury China EV win - Cost savings, weight savings, and product performance were highlighted as key factors [32] Question: Progress towards vehicle platform award - Management noted significant focus on technology integration with partners and expects updates at CES [34] Question: Trends in QNX growth rates - Management expressed optimism about double-digit growth and backlog conversion into revenue [40][42] Question: Future of Secusmart business - A strong pipeline was noted, with potential for growth driven by defense spending [43][45] Question: Government shutdown impact - Management indicated that mission-critical solutions were less affected than initially feared [49] Question: Robotics technology applications - Management discussed the suitability of QNX for high-performance robotics applications [51] Question: Pricing opportunities for vehicle software platform - Management explained that OEMs are seeking efficient software integration, which presents cost-saving opportunities [57] Question: Secure Comms business with Canadian government - Management highlighted ongoing discussions and a multi-year agreement with the Canadian government [59][60]

Financial Data and Key Metrics Changes - Total company revenue for Q3 2026 was $141.8 million, exceeding the high end of guidance, with adjusted EBITDA at $28.7 million, representing a 20% margin [5][16] - GAAP net income improved by $24.2 million year over year to $13.7 million, marking the third consecutive quarter of GAAP profitability [5][17] - Operating cash flow was $17.9 million, up over 200% year over year, reflecting strong execution and disciplined cost management [5][19] Business Line Data and Key Metrics Changes - QNX achieved record quarterly revenue of $68.7 million, a 10% year-over-year growth, driven by royalties and professional services [6][17] - Secure communications revenue was $67 million, exceeding guidance, with annual recurring revenue (ARR) increasing to $216 million [11][12] - Licensing revenue was $6.1 million, in line with expectations [15] Market Data and Key Metrics Changes - QNX is now powering over 275 million vehicles on the road, a 20 million increase year over year, indicating significant market presence [10] - The secure communications division demonstrated resilience during the U.S. government shutdown, achieving growth despite challenges [12][50] Company Strategy and Development Direction - The company is focusing on expanding its QNX business, particularly in the automotive sector and general embedded space, with strategic investments in go-to-market activities and partnerships [6][31] - There is an emphasis on enhancing safety solutions in the Chinese market, responding to increased demand for safety certifications [37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of QNX, anticipating continued double-digit growth and strong profit margins [21][42] - The company is optimistic about the secure communications division, with a strong pipeline and potential for growth driven by defense spending [44][60] Other Important Information - The company is repurchasing shares as part of its strategy to enhance shareholder value, with $5 million allocated for buybacks in Q3 [20] - Guidance for Q4 revenue is set between $138 to $148 million, with adjusted EBITDA expected to be between $22 and $32 million [23] Q&A Session Summary Question: Investment in GEM opportunity for fiscal 2027 - Management indicated that investment will focus on go-to-market activities and partnerships to accelerate market entry [30] Question: Luxury China EV win details - The win was attributed to cost savings, weight savings, and superior software functionality, with potential for more success in China [32][33] Question: QNX growth trend and fiscal 2027 outlook - Management noted strong backlog and momentum, with guidance for fiscal 2027 to be provided in Q4 [40][42] Question: Secusmart business outlook - There is a strong pipeline within Secure Communications, and management is optimistic about converting this into solid performance in fiscal 2027 [44][45] Question: Government shutdown impact - Management navigated the shutdown effectively, with mission-critical solutions remaining a priority for government clients [50] Question: Robotics technology application - QNX technology is being utilized in various robotics applications, with a focus on high compute and performance needs [52]

BlackBerry on Thursday raised the lower end of its fiscal 2026 revenue forecast, signalling strong demand for its cybersecurity software as companies ramp up spending to counter increasingly sophistic... ...

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格隆汇12月19日｜黑莓第三季度营收1.418亿美元，同比减少0.8%，预估1.367亿美元；经调整基本每股 收益0.050美元，上年同期0.020美元，预估0.04美元；调整后息税折旧及摊销前利润2,870万美元，同比 增长25%，预估2,480万美元。 ...

BlackBerry Ltd (NYSE:BB) reported financial results for the third quarter of fiscal 2026 on Thursday after the bell. Here’s a rundown of the report.BlackBerry stock is trending. Why is BB stock moving after hours?Q3 Earnings: BlackBerry reported third-quarter revenue of $141.8 million, beating analyst estimates of $137.4 million. The company reported adjusted earnings of 5 cents per share for the quarter, beating estimates of 4 cents per share, according to Benzinga Pro.Total revenue was down roughly 1% on ...

Financial Highlights - BlackBerry's Q3 FY26 revenue reached $141.8 million[8] - The adjusted gross margin was 78%[8] - Non-GAAP earnings per share were $0.05[8] - GAAP net income was $13.7 million[8], marking the third consecutive quarter of GAAP net income[9] - Adjusted EBITDA was $28.7 million[8] - Total ending cash and investments amounted to $377.5 million[8] - Operating cash flow was $17.9 million[8] - Adjusted OPEX was $85.4 million[8] Segment Performance - QNX segment revenue hit a record high of $68.7 million[13], a 10% year-over-year increase[13] - Secure Communications revenue was $67.0 million[15], exceeding guidance[15] and showing sequential growth[15] - Licensing revenue was $6.1 million[16], aligning with guidance[16] Future Outlook - The company projects total revenue of $531-$541 million for the full fiscal year 2026[18]