黑莓QNX技术(嵌入式软件)
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黑莓上调年度营收预期下限,因网络安全软件需求强劲
Xin Lang Cai Jing· 2025-12-18 23:37
Core Viewpoint - BlackBerry has raised the lower end of its revenue forecast for fiscal year 2026 due to strong demand for its cybersecurity software as companies increase spending to combat increasingly complex cyber threats [1][2]. Group 1: Revenue Forecast - The company now expects fiscal year 2026 revenue to be between $531 million and $541 million, up from a previous forecast of $519 million to $541 million [1][2]. - For the fourth fiscal quarter, BlackBerry anticipates revenue between $138 million and $148 million, aligning with analyst expectations of $143.4 million [3]. Group 2: Financial Performance - For the third fiscal quarter ending November 30, BlackBerry reported revenue of $141.8 million, surpassing the average analyst estimate of $137.4 million [1][2]. - The QNX division, which develops embedded software for automotive systems, saw a 10% revenue increase in the third fiscal quarter, reaching $68.7 million [3]. Group 3: Market Trends - The rising digital threats and AI-driven vulnerabilities are driving demand for security solutions, benefiting companies like BlackBerry that have shifted from hardware to software and services [1][2]. - Currently, over 275 million vehicles globally are using QNX technology [2].