BlackBerry（BB）株式概要ブラックベリー・リミテッドは、世界中の企業や政府機関にインテリジェントなソフトウェアとサービスを提供している。 詳細BB ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金0/6報酬収益は年間18.46%増加すると予測されています 今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るBB Community Fair Values Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$6.196.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b2b2016201920222025202620282031Revenue US$828.2mEarnings US$80.2mAdvancedSet Fair ValueView all narrativesBlackBerry Limited 競合他社TeradataSymbol: NYSE:TDCMarket cap: US$3.1bAdeiaSymbol: NasdaqGS:ADEAMarket cap: US$3.5bQualysSymbol: NasdaqGS:QLYSMarket cap: US$3.1bDolby LaboratoriesSymbol: NYSE:DLBMarket cap: US$5.2b価格と性能株価の高値、安値、推移の概要BlackBerry過去の株価現在の株価CA$6.1952週高値CA$6.6152週安値CA$3.12ベータ1.471ヶ月の変化50.61%3ヶ月変化78.90%1年変化57.11%3年間の変化15.06%5年間の変化-27.35%IPOからの変化221.67%最新ニュースSeeking Alpha • Apr 25BlackBerry: The Turnaround Is Here (Rating Upgrade)Summary BlackBerry is upgraded to Buy as operational turnaround accelerates, driven by record Q4 earnings, Nvidia partnership, and surging IoT revenues. BB achieved its eighth consecutive quarter of positive GAAP net income, with IoT revenue up 20% YoY and a $950M royalty backlog. Clearing the $5.04 share price triggers forced debt conversion, eliminating $200M in convertible debt and strengthening the balance sheet. Secure Comms and patent/licensing deals add upside, with full-year Secure Comms guidance raised and potential cash windfalls from Malikie and Arctic Wolf. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$5.50. The fair value is estimated to be US$4.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$4.69, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Software industry in the US. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.47 per share.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 09Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$0.09 (up from US$0.014 loss in FY 2025). Revenue: US$549.1m (up 2.7% from FY 2025). Net income: US$53.2m (up US$61.7m from FY 2025). Profit margin: 9.7% (up from net loss in FY 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 08BlackBerry Limited, Annual General Meeting, Jun 25, 2026BlackBerry Limited, Annual General Meeting, Jun 25, 2026.最新情報をもっと見るRecent updatesSeeking Alpha • Apr 25BlackBerry: The Turnaround Is Here (Rating Upgrade)Summary BlackBerry is upgraded to Buy as operational turnaround accelerates, driven by record Q4 earnings, Nvidia partnership, and surging IoT revenues. BB achieved its eighth consecutive quarter of positive GAAP net income, with IoT revenue up 20% YoY and a $950M royalty backlog. Clearing the $5.04 share price triggers forced debt conversion, eliminating $200M in convertible debt and strengthening the balance sheet. Secure Comms and patent/licensing deals add upside, with full-year Secure Comms guidance raised and potential cash windfalls from Malikie and Arctic Wolf. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$5.50. The fair value is estimated to be US$4.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$4.69, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Software industry in the US. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.47 per share.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 09Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$0.09 (up from US$0.014 loss in FY 2025). Revenue: US$549.1m (up 2.7% from FY 2025). Net income: US$53.2m (up US$61.7m from FY 2025). Profit margin: 9.7% (up from net loss in FY 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 08BlackBerry Limited, Annual General Meeting, Jun 25, 2026BlackBerry Limited, Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$3.34. The fair value is estimated to be US$4.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.Buy Or Sell Opportunity • Feb 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$3.32. The fair value is estimated to be US$4.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.Buy Or Sell Opportunity • Feb 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to US$3.39. The fair value is estimated to be US$4.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.Reported Earnings • Dec 19Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$0.023 (up from US$0.02 in 3Q 2025). Revenue: US$141.8m (flat on 3Q 2025). Net income: US$13.7m (up 14% from 3Q 2025). Profit margin: 9.7% (up from 8.4% in 3Q 2025). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 05+ 3 more updatesBlackBerry Limited to Report Q4, 2027 Results on Apr 08, 2027BlackBerry Limited announced that they will report Q4, 2027 results on Apr 08, 2027お知らせ • Nov 18BlackBerry Limited Announces President Changes at its QNX DivisionBlackBerry Limited announced the appointment of John Wall as President of its QNX division, effective immediately 17 November 2025. Wall will report to BlackBerry CEO, John J. Giamatteo. Wall, widely recognized as a leading authority in embedded software, has been an integral member of the QNX team since joining in 1993. He has held roles of escalating seniority within the organization, including in product engineering, service delivery and sales, and most recently served as the division's Chief Operating Officer. Wall has overseen the planning, design and development of QNX's product portfolio and played a key role in driving its significant growth in automotive and general embedded systems. Wall holds a Bachelor of Engineering degree from Carleton University. Wall will succeed Mattias Eriksson, who has decided to pursue other opportunities outside of BlackBerry. Eriksson will remain as an advisor to the company until December 31, 2025 to ensure a smooth transition.お知らせ • Sep 25+ 1 more updateBlackberry Limited Provides Earnings Guidance for Third Quarter Ending November 30, 2025 and the Full Year Ending February 28, 2026BlackBerry Limited provided earnings guidance for third quarter ending November 30, 2025 and the full year ending February 28, 2026. For the quarter, the company expects Total BlackBerry revenue of $132 million to $140 million. QNX revenue of $66 million to $70 million. Secure Communications revenue of $60 million to $64 million. For the year, the company expects Total BlackBerry revenue of $519 million to $541 million. QNX revenue of $256million to $270 million. Secure Communications revenue of $239 million to $247 million.Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Barry Mainz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jul 11Now 21% undervaluedOver the last 90 days, the stock has risen 28% to US$4.03. The fair value is estimated to be US$5.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 102% in 2 years. Earnings are forecast to grow by 542% in the next 2 years.Reported Earnings • Jun 25First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.071 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.003 (up from US$0.071 loss in 1Q 2025). Revenue: US$121.7m (down 16% from 1Q 2025). Net income: US$1.90m (up US$43.9m from 1Q 2025). Profit margin: 1.6% (up from net loss in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to US$3.91. The fair value is estimated to be US$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Apr 09BlackBerry Limited, Annual General Meeting, Jun 25, 2025BlackBerry Limited, Annual General Meeting, Jun 25, 2025.Seeking Alpha • Apr 08BlackBerry: Innovation Is Fueling Profitability Amid Short-Term Headwinds (Rating Downgrade)Summary Growth Prospects & Innovation: BlackBerry's QNX software is a leader in embedded systems, integrated into 255M+ vehicles. Strategic R&D investments support SDVs and ADAS, positioning the company for long-term growth. Short-Term Challenges: Inflation, rising production costs, and declining automotive sector demand create short-term headwinds. However, BlackBerry surpassed revenue guidance, indicating resilience despite cautious market conditions. Financial Highlights & Valuation: Q4 2025 revenue exceeded guidance at $141.7M, with improved cash flow and margins. BlackBerry remains undervalued versus competitors, poised for growth as the auto industry recovers. Read the full article on Seeking AlphaReported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.014 loss per share (improved from US$0.22 loss in FY 2024). Revenue: US$534.9m (down 37% from FY 2024). Net loss: US$8.50m (loss narrowed 94% from FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Mar 19+ 3 more updatesBlackBerry Limited to Report Q1, 2026 Results on Jun 24, 2025BlackBerry Limited announced that they will report Q1, 2026 results on Jun 24, 2025お知らせ • Mar 08BlackBerry Limited Announces Step Down of Marjorie Dickman as Chief Government Affairs and Public Policy OfficerOn February 28, 2025, Marjorie Dickman stepped down from her position as Chief Government Affairs and Public Policy Officer of BlackBerry Limited to pursue corporate board and other opportunities. Ms. Dickman will remain with the Company as Special Advisor to the Chief Executive Officer until May 31, 2025. Ms. Dickman’s departure is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices.Seeking Alpha • Feb 23BlackBerry: The Company Has Bounced, Built Back BetterSummary BlackBerry's strategic pivot to software, focusing on IoT and cybersecurity, has driven a significant stock rally and renewed investor confidence. The QNX unit's robust growth in the automotive and industrial sectors, along with strategic partnerships, positions BlackBerry for long-term success. The sale of Cylance's assets enhances BlackBerry's profit margins, allowing a stronger focus on its core Secure Communication business. BlackBerry's AI-based cybersecurity solutions and innovative technologies make it a compelling investment for those seeking growth in the tech sector. Read the full article on Seeking AlphaSeeking Alpha • Feb 17BlackBerry: Strong In The Area Of Security, But Weak In The Area Of ValuationSummary BlackBerry's capital allocation has been poor, with negative ROIC and declining revenues, but there is potential for a turnaround with positive growth expected in the next 5 years. The sale of Cylance was a necessary move to focus on more promising segments, despite initial intentions to strengthen cybersecurity capabilities. BlackBerry holds a competitive advantage in secure communications and IoT security, particularly with its QNX system, but faces competition from Android Automotive. Despite a strong balance sheet and no debt maturities until 2029, BlackBerry is fairly valued or slightly overvalued, with growth dependent on revenue and margin improvements. Read the full article on Seeking AlphaNew Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Feb 04Arctic Wolf Networks, Inc. completed the acquisition of Cylance assets from BlackBerry Limited.Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited on December 15, 2024. Under the terms of the agreement, Arctic Wolf will acquire the Company’s Cylance® endpoint security assets for a purchase price consisting of $160 million of cash, subject to certain purchase price adjustments set forth in the Equity and Asset Purchase Agreement (the “Cash Consideration”), and 5.5 million common shares in Arctic Wolf (the “Equity Consideration”). After giving effect to the purchase price adjustments to the Cash Consideration, the Company will receive approximately $80 million of the Cash Consideration and the Equity Consideration at closing of the transaction, and approximately $40 million of the Cash Consideration on the one-year anniversary of closing. In addition, the Equity and Asset Purchase Agreement provides that, on the closing date of the transaction, the Company and Arctic Wolf will enter into (i) a non-exclusive patent license agreement, (ii) a partner agreement pursuant to which the Company will agree to resell certain products and services of Arctic Wolf, and (iii) a strategic customer support agreement, pursuant to which Arctic Wolf will agree to provide certain customer support services to the Company. The proposed transaction is subject to the provision of customary closing deliverables and satisfaction of customary conditions and is expected to close in BlackBerry’s fourth fiscal quarter. Perella Weinberg Partners LP served as exclusive financial adviser to BlackBerry and Chere See and Erik Knudsen of Morrison Foerster LLP served as legal adviser to BlackBerry. Cooley LLP served as legal adviser to Arctic Wolf. Arctic Wolf Networks, Inc. completed the acquisition of Cylance assets from BlackBerry Limited on February 3, 2025.お知らせ • Jan 18BlackBerry Limited Announces Resignation of Jay Chai as Senior Vice President and Chief Accounting Officer, Effective January 31, 2025On January 15, 2025, Jay Chai resigned as Senior Vice President and Chief Accounting Officer of BlackBerry Limited (the Company"), with effect as of January 31, 2025. Mr. Chai is leaving the Company to pursue other opportunities and his resignation is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices.Seeking Alpha • Jan 07BlackBerry: I've Gone From Skeptic To Believer (Rating Upgrade)Summary I recognize BlackBerry Limited's significant progress in turning its operations around and delivering positive free cash flow. I believe the divestment of Cylance will streamline the business and enhance its profitability prospects. I acknowledge that competition in both the IoT and cybersecurity sectors remains a critical challenge for BlackBerry. I am cautiously optimistic about BlackBerry's ability to achieve modest revenue growth in fiscal 2026, though uncertainties remain. Read the full article on Seeking AlphaNew Risk • Dec 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Price Target Changed • Dec 20Price target increased by 10% to US$3.59Up from US$3.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$3.69. Stock is up 3.4% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.22 last year.Reported Earnings • Dec 20Third quarter 2025 earnings released: EPS: US$0.02 (vs US$0.036 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.02 (up from US$0.036 loss in 3Q 2024). Revenue: US$143.0m (down 18% from 3Q 2024). Net income: US$12.0m (up US$33.0m from 3Q 2024). Profit margin: 8.4% (up from net loss in 3Q 2024). Revenue is expected to decline by 5.1% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Seeking Alpha • Dec 203 Good Things About BlackBerry Q3 Earnings (Rating Upgrade)Summary BlackBerry stock surged from $2.35 to $3.49, driven by profitable Q3 results, with a gross margin of 74% and IoT revenue growth of 13%. The sale of BlackBerry Cylance will strengthen the balance sheet, allowing focus on IoT growth and potential M&A activities. Despite disappointing past under-performance, BlackBerry's streamlined operations and improved financial position make it a speculative buy, though caution is advised due to historical volatility. Investors should note the positive market reaction to BlackBerry's restructuring and the potential for future earnings growth, particularly in the IoT sector. Read the full article on Seeking Alphaお知らせ • Dec 17Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited for CAD 160 million.Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited for CAD 160 million on December 16, 2024. Under the terms of the agreement, BlackBerry will sell its Cylance assets to Arctic Wolf for CAD 160 million of cash, subject to certain adjustments, and approximately 5.5 million common shares of Arctic Wolf. After allowing for the purchase price adjustments, BlackBerry will receive approximately CAD 80 million of cash at closing and approximately CAD 40 million of cash one year following the closing. The proposed transaction is subject to customary closing conditions and is expected to close in BlackBerry’s fourth fiscal quarter. Perella Weinberg Partners LP served as exclusive financial adviser to BlackBerry and Chere See and Erik Knudsen of Morrison Foerster LLP served as legal adviser to BlackBerry. Cooley LLP served as legal adviser to Arctic Wolf.Seeking Alpha • Dec 13BlackBerry: Scraping Off The BottomSummary BlackBerry Limited's shift to IoT and Cybersecurity shows promise, but the business model lacks excitement despite recent signs of reaching bottom. The upcoming FQ3 results are crucial to prove growth ahead, with the QNX business showing potential but still relatively small. Cybersecurity growth is modest, and the market struggles to grasp BlackBerry's diverse product offerings and investment story. The stock has limited downside risk with improved financials, but BlackBerry needs a compelling growth narrative to justify a higher price than 18x FY27 EBITDA targets. Read the full article on Seeking Alphaお知らせ • Dec 12BlackBerry Limited and TTTech Auto Launch New MotionWise Scheduling Solution for QNX 8BlackBerry Limited and TTTech Auto announced a solution that addresses the growing complexities automotive developers are facing as the industry doubles down on its push towards Software Defined Vehicles (SDVs). MotionWise Schedule for QNX®? Software Development Platform (SDP) 8.0 accelerates software development for automakers building SDVs and helps to enable the safe, real-time execution of applications running on QNX®? SDP 8.0. As vehicle software becomes increasingly complex while maintaining real-time system properties, the demand for products that enable safety, reliability, and precise timing execution is growing. MotionWise Schedule forQNX SDP 8.0 addresses this need by providing a high-performance runtime environment with deterministic task scheduling. This enables optimized resource utilization and is supported by a correct-by-design tool-suite, significantly reducing design and configuration efforts for the embedded runtime. Simplifying complex integration tasks to speed up GTM: In SDV projects, manual configuration of schedulers can lead to cumbersome cycles of repeated testing and iterations. With each code alteration, new feature addition or software release, the process re-starts, causing delays in production timelines and in tandem, adding to program costs. MotionWise Schedule for Q NX simplifies the daily work of software developers, replacing countless manual processes by generating scheduling solutions in a single automated step. New software applications can be added incrementally without compromising quality, meaning the time to bring new software to market is significantly reduced, drastically cutting the cost of new vehicle projects, where even a few days of production delay is detrimental. QNX and TTTech Auto will demo MotionWise Schedule for QnX at CES Jan. 7 - 10 2025 at the Las Vegas Convention Center. Visit QNX at Booth #4224 in the West Hall, or schedule a meeting with a spokesperson here. MotionWise Schedule for Quebec SDP 8.0 will be available in early 2025. For more information on how BlackBerry QNX's portfolio of embedded software solutions can help accelerate safety-certification, ensure reliability and reduce development time, visit BlackBerry QNX.Seeking Alpha • Oct 17BlackBerry: The Latest Revenue WarningSummary BlackBerry's revenue growth remains a major issue, with the latest guidance for fiscal 2026 missing already heavily reduced estimates. Despite some improvements in cybersecurity metrics and cost-cutting efforts, the company's balance sheet is not that great. BlackBerry's valuation is low compared to peers, but this reflects its limited growth profile and weak financial situation. Read the full article on Seeking Alphaお知らせ • Oct 02BlackBerry Limited Appoints Veteran Lisa Bahash to its Board of DirectorsBlackBerry Limited announced that it has appointed automotive OEM and Tier 1 supplier veteran Lisa Bahash to its Board of Directors, effective September 26, 2024. Ms. Bahash is an executive leader with over 30 years of experience in the automotive OEM. She served as Senior Vice President, Automotive and Transportation with Jabil Inc. Prior to Jabil, Ms. Bahash was Group Vice President and General Manager of Johnson Control's Power Solutions business, leading the OEM and technology strategies including advanced energy storage and lithium-ion technologies. She was also President and CEO of Ride Control, LLC (Gabriel), where she accelerated growth and completed a successful sale of the business. Ms. Bahash began her career at Ford Motor Company where she worked for 10 years in a variety of positions. Most recently, she served as Principal and Operating Partner at Architect Equity LLC. Ms. Bahash holds a Master of Engineering Management degree from Wayne State University and a Bachelor of Science degree in Mechanical Engineering from the University of Michigan. She is a member of the Board of Directors at Syrah Resources Ltd., where she serves as Chair of the Remuneration, Nomination and Governance Committee and as a member of the Sustainability Committee. Ms. Bahash is also a former director of Mattr Corp., formerly Shawcor Ltd. In 2015, Ms. Bahash was recognized as one of Automotive News Top 100 Leading Women in the North American Auto Industry. In connection with the appointment of Ms. Bahash, the Board increased the total number of directors to eight, seven of whom are independent directors, including Ms. Bahash.Reported Earnings • Sep 27Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.032 loss per share (improved from US$0.072 loss in 2Q 2024). Revenue: US$145.0m (up 9.8% from 2Q 2024). Net loss: US$19.0m (loss narrowed 55% from 2Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.お知らせ • Sep 27Blackberry Limited Provides Earnings Guidance for the Third Quarter Ending November 30, 2024 and the Full Fiscal Year Ending February 28, 2025BlackBerry Limited provided earnings guidance for the third quarter ending November 30, 2024 and the full fiscal year ending February 28, 2025. For the quarter, the company expects Total BlackBerry revenue in the range of $146 million- $154 million. For the full year, the company expects Total BlackBerry revenue in the range $591 million - $616 million.Seeking Alpha • Sep 235 Considerations Ahead Of BlackBerry's Q2 Earnings ReportSummary BlackBerry Limited's Q2 results are unlikely to significantly move the stock, which has stabilized after a year-to-date loss of one-third. BlackBerry expects another adjusted EBITDA loss and flat to declining revenue, despite leadership changes and cost reductions. Improvements in Cylance's AI threat detection and QNX's automotive sector performance are notable, but broader market challenges persist. Long-term shareholders should temper expectations; significant growth in Cylance or QNX sales is needed for a meaningful rise in BB stock. Read the full article on Seeking Alphaお知らせ • Sep 04HaleyTek AB and BlackBerry Limited Announce the Launch of Haleytek's Generic Automotive PlatformHaleyTek AB and BlackBerry Limited announced the launch of HaleyTek's Generic Automotive Platform (GAP), a cockpit software platform. GAP provides access to a seamless, agile Android Automotive development environment, accelerating the time-to-market for next-generation infotainment systems. BlackBerry QNX is providing the QNX Hypervisor for Safety and QNX Sound platform for GAP, which will offer OEMs access to two long-awaited enabling technologies for next generation automotive cockpits; Software Defined Audio (SDA) and VirtIO. SDA delivers superior software-based acoustic and audio experiences for consumers, while enabling significant Bill-of-Material (BOM) savings and the ability to generate new subscription revenue through personalized audio software features after the sale of the vehicle. It will also extend the lifecycle of these systems, offering over-the-air (OTA) Android™ and security updates to enable a safe, connected future. With a focus on sustainable innovation, HaleyTek and BlackBerry QNX are dedicated to ensuring that their advanced collaborative platforms not only meet but further enable the next generation of cockpit consolidation and better ecosystem and consumer experiences based on software.Seeking Alpha • Aug 20BlackBerry: Upcoming Developments Likely To Lift The StockSummary BlackBerry stock is undervalued partly due to potential catalysts like possible M&A activity and market share growth in IT security. Revenue from the firm's QNX operating system looks poised to increase rapidly. The low valuation of BB stock should rebound due to its improved financial performance going forward. Read the full article on Seeking Alphaお知らせ • Aug 01BlackBerry Limited Announces Chief Financial Officer ChangesBlackBerry Limited announced Tim Foote has been appointed as the company's Chief Financial Officer, effective 30 July 2024. Foote will report to BlackBerry CEO, John J. Giamatteo. Foote joined the company following BlackBerry's acquisition of Good Technology in 2015 and brings more than 20 years of experience across a number of senior finance leadership positions. While at BlackBerry, Foote's roles have included managing the company's international finance operations, Vice President of Investor Relations and, most recently, CFO for the Cybersecurity division. Foote holds an MBA from Imperial College Business School, London and is a Chartered Accountant. Foote will succeed Steve Rai, who has decided to pursue other opportunities outside of the company. Giamatteo, and the rest of the BlackBerry Board, thank Steve for his contributions to the Company since 2014 and wish him well in his future endeavors. Rai will remain with BlackBerry until September in a consulting role in order to help facilitate a smooth transition.お知らせ • Jul 31BlackBerry Limited Announces Executive ChangesBlackBerry Limited has appointed Jay Chai as the company's chief accounting officer. Chai has been Vice President and Corporate Controller at BlackBerry since May 2019 and will leverage his deep expertise in financial reporting and operations for this new, expanded role and responsibilities. Fraser Deziel has been promoted to the role of Corporate Controller. Deziel has been with BlackBerry since November 2009 and was most recently Senior Director of Financial Reporting and Treasury.Price Target Changed • Jul 05Price target decreased by 9.2% to US$3.35Down from US$3.69, the current price target is an average from 3 analysts. New target price is 34% above last closing price of US$2.50. Stock is down 47% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.22 last year.Reported Earnings • Jun 28First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.071 loss per share (further deteriorated from US$0.019 loss in 1Q 2024). Revenue: US$144.0m (down 61% from 1Q 2024). Net loss: US$42.0m (loss widened 282% from 1Q 2024). Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.New Risk • Jun 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Seeking Alpha • Jun 24BlackBerry Stock: 4 Considerations Ahead Of Its Q1 2025 EarningsSummary BlackBerry Limited had a chance to raise millions of dollars but did not do so in the quarter. Ahead of the quarterly report, shares dropped below the 50-day moving average after a GME meme-inspired rally, down 16.5% in the last quarter. Investors expressed concerns ahead of BlackBerry Limited's Q1 results. Read the full article on Seeking AlphaBuy Or Sell Opportunity • May 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$3.10. The fair value is estimated to be US$2.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 22% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.お知らせ • May 03Blackberry Introduces Cylance Assistant, the Next Level of Cybersecurity with Generative AI CapabilitiesBlackBerry Limited announced the general availability of Cylance Assistant, a generative AI cybersecurity advisor that will help organizations speed up decision-making and stop more threats faster with fewer resources. Cylance Assistant brings together a set of advanced capabilities that leverage the power of Cylance AI to do more with less. These AI-driven features are built into the Cylance cybersecurity platform. Cylance Assistant provides fast, expert guidance and valuable recommendations to security analysts to enhance your security operations center. It simplifies complex cybersecurity issues by analyzing large quantities of data and combining it with our threat research to deliver recommendations in plain language. It virtually looks over the shoulder of each analyst to evaluate, interpret, and suggest the best course of action in real-time. Unlike competitor offerings, there is no need to step away from your workflow to ask a chatbot what you should do. The Cylance Assistant understands the context and provides expert guidance without asking. The result is quicker investigations and reasonable resolution of security threats. With Cylance AI always available on demand, security analysts can now identify and block a broader range of threats, expedite investigations, and make rapid decisions. The introduction of Cylance AI, the industry's longest-running predictive AI, along with Cylance Assistant, empowers security teams to take complete control of their operations, outmaneuvering sophisticated threat actors who employ adversarial AI and polymorphic malware. Cylance Assistant uses privacy-preserved, responsible AI principles and doesn't share customer data to train models. It is included with CylanceENDPOINT to maximize budget and simplify operations. BlackBerry's Cylance Assistant utilizes Amazon Web Services' (AWS) Generative AI service Amazon Bedrock to help organizations greatly enhance their cyber security operations and achieve better outcomes. Amazon Bedrock provides foundation model choice from leading AI providers via a single API for companies to build and scale generative AI applications.Buy Or Sell Opportunity • Apr 11Now 22% overvaluedOver the last 90 days, the stock has fallen 6.2% to US$3.19. The fair value is estimated to be US$2.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 20% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.Seeking Alpha • Apr 09BlackBerry: Finally Some HopeSummary BlackBerry's fiscal Q4 results showed signs of improvement, with overall revenue beating estimates and growing nicely year over year. However, Q1 and full-year revenue guidance fell short of street expectations, leading to more analyst estimate cuts. BlackBerry's financial structure has improved with a debt deal, but the company still faces challenges in IoT growth and the CyberSecurity business. Read the full article on Seeking Alphaお知らせ • Apr 06BlackBerry Limited, Annual General Meeting, Jun 25, 2024BlackBerry Limited, Annual General Meeting, Jun 25, 2024.Reported Earnings • Apr 04Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.22 loss per share (improved from US$1.27 loss in FY 2023). Revenue: US$853.0m (up 30% from FY 2023). Net loss: US$130.0m (loss narrowed 82% from FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Apr 04+ 1 more updateBlackBerry Limited Provides Earnings Guidance for the First Quarter Ending May 31, 2024 and the Full Fiscal Year Ending February 28, 2025BlackBerry Limited provided earnings guidance for the first quarter ending May 31, 2024 and the full fiscal year ending February 28, 2025. For the first quarter, the company expected total BlackBerry revenue of $130 million to $138 million and expect EPS to be in the range of negative $0.04 to negative $0.06.For the fiscal year, the company expected total BlackBerry revenue of $586 million to $616 million and expected EPS to be in the range of negative $0.02 to negative $0.06.Seeking Alpha • Mar 30BlackBerry Q4 2023 Earnings Preview: 5 Things To WatchSummary BlackBerry's stock performance has been poor, losing nearly 37% compared to the S&P 500's gain of 11.46% since the last article publication. Investors should watch for five things, including BlackBerry's earnings forecast for Q4 its potential performance in the cybersecurity and IoT sectors. Alternative investments like CrowdStrike, SentinelOne and Stellantis may be more attractive options than holding BB stock. Read the full article on Seeking Alphaお知らせ • Mar 21+ 3 more updatesBlackBerry Limited to Report Q2, 2025 Results on Sep 26, 2024BlackBerry Limited announced that they will report Q2, 2025 results on Sep 26, 2024Buy Or Sell Opportunity • Mar 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$2.85. The fair value is estimated to be US$3.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to decline by 12% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.Price Target Changed • Mar 11Price target decreased by 8.9% to US$4.25Down from US$4.66, the current price target is an average from 3 analysts. New target price is 39% above last closing price of US$3.06. Stock is down 15% over the past year. The company is forecast to post a net loss per share of US$0.18 next year compared to a net loss per share of US$1.27 last year.お知らせ • Feb 08Blackberry Limited Announces Board and Committee ChangesBlackBerry Limited announced that it has appointed IoT technology veteran Philip Brace to its board of directors, effective February 8, 2024. Mr. Brace will serve as a member of the Compensation, Nomination and Governance Committee of the Board. Mr. Brace has an extensive background in the IoT, semiconductor, server and storage industries. His roles over the past 3 decades include a wide array of functions, including software, hardware, engineering, marketing, and sales. Most recently, from July 2021 to January 2023, Mr. Brace served as President and CEO of leading Canadian wireless communications designer, Sierra Wireless Inc., where he led the company through operational improvements that increased profits by more than 100% and grew revenue by more than 40%, culminating in a successful acquisition by Semtech Corporation. Prior to this, Mr. Brace served as Executive Vice President at Veritas Technologies, President of Seagate Technology's Cloud Systems and Electronic Solutions, Executive Vice President at LSI Corporation, and General Manager at Intel Corporation. Mr. Brace holds a Bachelor of Applied Science degree in Computer Engineering from the University of Waterloo and a Master's degree in Electrical Engineering from California State University, Sacramento. He has also participated in the Stanford University Directors' Consortium. Mr. Brace is also a member of the Board of Directors at Lantronix Inc. and Inseego Corp. BlackBerry also announced that Prem Watsa has decided to resign from the BlackBerry Board of Directors as of February 15, 2024, in connection with the Company's repayment at maturity of its $150 million principal amount convertible debentures held by affiliates of Fairfax Financial Holdings Limited, of which Mr. Watsa is Chairman and CEO. Mr. Watsa has served as a director of the Company since November 2013 and was a member of the Compensation, Nomination and Governance Committee of the Board of Directors. He also previously served as a director of the Company from January 2012 to August 2013. Following the appointment of Mr. Brace and the resignation of Mr. Watsa, the Board will have 7 members, 6 of whom are independent directors.Seeking Alpha • Jan 25BlackBerry: Market Overreacts, But The Company Lacks CatalystsSummary BlackBerry stock hits new lows as it raises debt through a private offering, highlighting its struggles to find a successful business model. The company's shift to IoT and cybersecurity software has not paid off, with minimal growth reported in these segments. The new BlackBerry CEO needs to re-energize the business and return BlackBerry to sustainable growth before the stock is a Buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 21BlackBerry Future Remains Quite UncertainSummary BlackBerry reported Q3 revenues of $175 million, missing street estimates by nearly $6 million. Cybersecurity and IoT segments showed decent growth, but Q4 revenue guidance was extremely disappointing. Total cash and investments decreased to $271 million, raising concerns about financial flexibility for the next turnaround plan. Read the full article on Seeking Alphaお知らせ • Dec 21BlackBerry Limited Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending February 29, 2024BlackBerry Limited provided earnings guidance for the fourth quarter of fiscal year ending February 29, 2024. For the quarter, the company expects total company revenue to be in the range of $150 million - $159 million.Seeking Alpha • Dec 15BlackBerry Earnings Preview: 3 Things To WatchSummary Analysts expect BlackBerry to post yet another quarterly loss at a time when markets shun money-losing firms. BlackBerry's new CEO offers fresh hope, since John Giamatteo has experience in the cybersecurity and IoT automotive industry. BlackBerry's decision to cancel its IoT spinoff may not be fully explained; impact of weak quarterly earnings on stock price discussed. Read the full article on Seeking Alphaお知らせ • Dec 11+ 2 more updatesBlackBerry Limited to Pursue Full Separation of IoT and Cybersecurity Business UnitsBlackBerry Limited announced that it will separate the IoT and Cybersecurity businesses, and that they will operate as fully standalone divisions. BlackBerry will no longer pursue a subsidiary IPO of the IoT business. Following a reassessment of the previously announced outcome of Project Imperium, the BlackBerry Board has decided to pursue a separation of the IoT and Cybersecurity businesses and establish them as standalone divisions. The Company will no longer pursue a subsidiary initial public offering of its IoT business unit. The process will include the separation and streamlining of BlackBerry's centralized corporate functions into business-unit specific teams, with a view to each division operating independently and on a profitable and cashflow-positive basis going forward. To assist in the separation and right-sizing process, BlackBerry is in the final stages of selecting a consulting firm to bring expertise and additional resources for an independent, ground-up assessment.お知らせ • Nov 15BlackBerry Limited announced that it expects to receive $150 million in funding from Fairfax Financial Holdings LimitedBlackBerry Limited announced that it has entered into an agreement with certain controlled affiliates of Fairfax Financial Holdings Limited to issue 1.75% extendable convertible unsecured debentures for the gross proceeds of $150,000,000 on November 13, 2023. The Extension Debentures will be convertible into Common Shares at a price of $6.00 per Common Share and will be due on or about February 14, 2024, with an option for the parties to extend the maturity date to on or about May 14, 2024, by mutual agreement. The conversion price represents a premium of approximately 64.8% to the closing price of the Common Shares on the New York Stock Exchange on November 10, 2023, and the Common Shares issuable upon conversion of all of the Extension Debentures would represent approximately 4.3% of the current issued and outstanding Common Shares. The closing of the Transaction is subject to customary conditions, including approval from the Toronto Stock Exchange and the New York Stock Exchange. The Transaction is expected to be completed on or before November 17, 2023. The offer and sale of the Extension Debentures, the Subsidiary Guarantees and the Common Shares issuable upon conversion of the Extension Debentures, if any, will be made to accredited investors in reliance on the exemption from registration under Section 4(a)(2) of the U.S. Securities Act of 1933, as amended (the "Securities Act"), and will not be registered pursuant to the Securities Act or any state securities laws.Seeking Alpha • Nov 14BlackBerry's High-Stakes Gamble: Juggling IoT IPO And Debt ResolutionSummary BlackBerry's CEO departure raises concerns about the company's future leadership and strategic direction. The timeline to resolve the debt issue coincides with BlackBerry's plan to list its IoT business separately, potentially sacrificing a valuable asset. The cybersecurity business, left with debt after the IoT IPO, may face challenges surviving in a competitive market. Read the full article on Seeking Alphaお知らせ • Nov 05Blackberry Limited Announces Chief Executive Officer ChangesBlackBerry Limited announced that John Chen, Executive Chair of the Board of Directors will retire from his roles at the Company effective November 4, 2023. Mr. Chen’s retirement is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices. In addition, on October 30, 2023, the Company announced that Richard (Dick) Lynch, 75, will succeed Mr. Chen as Chair of the Board and will also serve as Interim Chief Executive Officer while BlackBerry completes its search for a permanent Chief Executive Officer. Mr. Lynch has served as a director of the Company since 2013 and been President of FB Associates, LLC since 2011. Previously, Mr, Lynch served as Chief Technology Officer of Verizon Communications and Verizon Wireless. Mr. Lynch joined the BlackBerry Board in 2013 and serves as a member of its Compensation, Nomination and Governance Committee. He previously served as Executive Vice-President and Chief Technology Officer of Verizon Communications and Verizon Wireless. He is a director of Cohere Technologies and iconectiv and has served as Chairman of Ribbon Communications and as a director of Ruckus Wireless.お知らせ • Nov 04Blackberry Limited Announces Board ChangesBlackBerry Limited announced that John Chen, Executive Chair of the Board of Directors will retire from his roles at the Company effective November 4, 2023. Mr. Chen’s retirement is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices. In addition, on October 30, 2023, the Company announced that Richard (Dick) Lynch, 75, will succeed Mr. Chen as Chair of the Board and will also serve as Interim Chief Executive Officer while BlackBerry completes its search for a permanent Chief Executive Officer. Mr. Lynch has served as a director of the Company since 2013 and been President of FB Associates, LLC since 2011. Previously, Mr, Lynch served as Chief Technology Officer of Verizon Communications and Verizon Wireless. Mr. Lynch joined the BlackBerry Board in 2013 and serves as a member of its Compensation, Nomination and Governance Committee. He previously served as Executive Vice-President and Chief Technology Officer of Verizon Communications and Verizon Wireless. He is a director of Cohere Technologies and iconectiv and has served as Chairman of Ribbon Communications and as a director of Ruckus Wireless.お知らせ • Oct 17Blackberry Limited Announces Generative AI Powered Cybersecurity AssistantBlackBerry Limited announced its new Generative AI powered assistant for Security Operations Center (SOC) teams. The enterprise-grade solution acts as a SOC Analyst providing Generative AI based cyberthreat analysis and support to enhance CISO operations. It leverages private large language models (LLMs) for greater accuracy and data privacy. The solution, which will be available to BlackBerry's Cylance®? AI customers, predicts customer needs to proactively provide information rather than requiring users to manually ask questions and compresses research hours into seconds. Fully integrated in the Cylance Console, it produces a natural workflow instead of an efficient chatbot experience. Cylance launched as the industry's first AI cybersecurity solution and the industry's first predictive cybersecurity solution. Predictive cybersecurity is a must for emerging cyber risks and seen as the future of cybersecurity. BlackBerry has delivered transformative innovation for almost forty years and continues to set a standard in the technology industry. In the field of AI this is evidenced by the company having more than five times the AI/ML patents than competitors and AI being integrated across the company's product portfolio. Furthermore, BlackBerry earlier this month was one of the first signatories of Canada's voluntary Code of Conduct on the responsible development and management of advanced Generative AI systems.Seeking Alpha • Oct 12BlackBerry: Breaking Up Is Hard To DoSummary BlackBerry will spin off its Internet of Things segment. Investors are waiting to hear key financial details of the transaction. The move could create value with shares trading like a distressed asset. Read the full article on Seeking AlphaSeeking Alpha • Oct 05BlackBerry Stock: Overpriced Amid Spin-Off And UncertaintySummary BlackBerry Limited stock has declined 7.5% after announcing that it will spin off its Internet of Things division. Since this division has been BlackBerry's core growth driver, this does not bode well for the company's revenues, profits, or margin profile. Furthermore, BlackBerry stock's valuation is already relatively expensive. The downside implications of the divestiture could further worsen its valuation metrics on a relative basis. The picture here is highly uncertain but looks to be negative overall, and yields a sell rating for BB stock. Read the full article on Seeking AlphaReported Earnings • Sep 29Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.072 loss per share (improved from US$0.094 loss in 2Q 2023). Revenue: US$132.0m (down 21% from 2Q 2023). Net loss: US$42.0m (loss narrowed 22% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 29+ 1 more updateBlackBerry Limited Announces Timothy Dattels Decides to Resign from Board of DirectorsBlackBerry Limited announced that Timothy Dattels has decided to resign from the Board of Directors, effective September 28, 2023. Mr. Dattels joined the Board in 2012. He chaired a special committee of the Board through a review of strategic alternatives in 2013 and also served on the Audit and Risk Management Committee from 2013 to 2019.Seeking Alpha • Sep 25BlackBerry's Stunning PivotSummary BlackBerry Limited has become a leader in the IoT and cybersecurity markets, with a 90% market share in critical event management. The IoT market is experiencing exponential growth, creating a need for robust cybersecurity solutions that BlackBerry can capitalize on. BlackBerry's QNX technology and strategic partnerships position it for significant revenue growth in the connected car market. With strategic partnerships and a focus on data analytics and cybersecurity, the IVY platform positions BlackBerry as a leader in automotive technology innovation. Read the full article on Seeking Alphaお知らせ • Sep 08BlackBerry Limited Provides Revenue Guidance for the Second Quarter Fiscal 2024BlackBerry Limited provided revenue guidance for the second quarter fiscal 2024. For the quarter, Total company revenue expected to be approximately $132 million.Seeking Alpha • Sep 07BlackBerry: Another Massive Revenue WarningSummary BlackBerry reported lower-than-expected preliminary Q2 revenues of $132 million, blaming government customers for the shortfall. Cybersecurity revenues are down more than $30 million from the prior-year period, but management maintained its yearly forecast for the segment. Revenues in the IoT segment are projected to be $49 million, down $2 million year over year, leading to a lower full-year revenue outlook. Read the full article on Seeking AlphaSeeking Alpha • Aug 22BlackBerry: Key Considerations For The FutureSummary I continue to exercise caution regarding BlackBerry's turnaround efforts, despite consistent rhetoric. BlackBerry's cybersecurity narrative, while promising, raises questions about its competitive edge in delivering measurable ROI for enterprises. BlackBerry's stock valuation should not be mistaken for a bargain, considering its diverse yet uncertain operations and ongoing strategic review. Read the full article on Seeking AlphaReported Earnings • Jun 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.019 loss per share (improved from US$0.31 loss in 1Q 2023). Revenue: US$373.0m (up 122% from 1Q 2023). Net loss: US$11.0m (loss narrowed 94% from 1Q 2023). Revenue exceeded analyst estimates by 134%. Earnings per share (EPS) also surpassed analyst estimates by 74%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jun 26BlackBerry Stock Q1 Earnings Preview: What To Watch ForSummary BlackBerry Limited is scheduled to report fiscal first-quarter FY 2024 earnings on June 28 after the market closing bell. Going by empirical evidence, it is reasonable to expect the upcoming earnings report to have a meaningful impact on BB stock price. Investors will have to focus on a few different data points to evaluate whether BlackBerry is nearing an inflection point in its turnaround story. Read the full article on Seeking AlphaSeeking Alpha • Jun 20BlackBerry Stock: Valuation Vs. Reality, Patent Sales, And Profitability WoesSummary I argue that BlackBerry Limited stock is overvalued and hold doubts about its future prospects. Despite the recent sale of patents, BlackBerry's balance sheet continues to hold back the company. Historical revenue growth rates have been negative, and future growth projections appear optimistic, making me skeptical about its underlying prospects. Read the full article on Seeking Alphaお知らせ • May 19BlackBerry Limited Provides Revenue Guidance for the Fiscal Year 2024BlackBerry Limited provided revenue guidance for the fiscal year 2024. The company expects to report total revenue of $665 million - $700 million for the fiscal year 2024.Price Target Changed • May 19Price target increased by 13% to US$5.43Up from US$4.82, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.41. Stock is down 8.1% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$1.27 last year.Reported Earnings • Apr 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$1.27 loss per share (down from US$0.021 profit in FY 2022). Revenue: US$656.0m (down 8.6% from FY 2022). Net loss: US$734.0m (down US$746.0m from profit in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 07Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be US$4.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to decline by 67% in the next 2 years.株主還元BBUS SoftwareUS 市場7D-2.8%-1.3%1.1%1Y57.1%-10.4%26.7%株主還元を見る業界別リターン: BB過去 1 年間で-10.4 % の収益を上げたUS Software業界を上回りました。リターン対市場: BB過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。価格変動Is BB's price volatile compared to industry and market?BB volatilityBB Average Weekly Movement7.8%Software Industry Average Movement9.6%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: BB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BBの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19841,749John Giamatteowww.blackberry.comブラックベリー・リミテッドはインテリジェントなソフトウェアとサービスを世界中の企業や政府に提供している。同社は3つのセグメントを通じて事業を展開している：セキュアコミュニケーション、QNX、ライセンシング。モバイルアプリケーションの開発プラットフォームおよびセキュアコンテナであるBlackBerry Dynamics、セキュアなエンタープライズファイル同期・共有（EFSS）ソリューションであるBlackBerry Workspaces、メッセージング、音声、ビデオ用のエンタープライズグレードのセキュアなインスタントメッセージングソリューションであるBlackBerry Messenger (BBM) Enterprise、マルチOS音声・テキストメッセージングソリューションであるBlackBerry SecuSUITE、セキュアなネットワーク化クリティカルイベント管理ソリューションであるBlackBerry AtHoc、およびBlackBerry統合エンドポイント管理（UEM）ソリューションを提供しています。また、特許取得済みの楕円曲線暗号であるBlackBerry Certicom（デバイスセキュリティ、偽造防止、製品認証ソリューション）、BlackBerry Radar（輸送・物流向け資産監視・テレマティクスソリューション）、エンタープライズグレードのツールセットであるBlackBerry Development Platformも提供しています。さらに、企業向けコンサルティングやエンジニアリング・コンサルティング・サービスも提供している。さらに、特許ライセンシングにも携わっている。以前はリサーチ・イン・モーション・リミテッドとして知られていたが、2013年7月にブラックベリー・リミテッドに社名を変更した。ブラックベリー・リミテッドは1984年に設立され、カナダのウォータールーに本社を置いている。もっと見るBlackBerry Limited 基礎のまとめBlackBerry の収益と売上を時価総額と比較するとどうか。BB 基礎統計学時価総額US$3.62b収益（TTM）US$53.20m売上高(TTM)US$549.10m68.3xPER（株価収益率6.6xP/SレシオBB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BB 損益計算書（TTM）収益US$549.10m売上原価US$130.90m売上総利益US$418.20mその他の費用US$365.00m収益US$53.20m直近の収益報告Feb 28, 2026次回決算日Jun 25, 2026一株当たり利益（EPS）0.09グロス・マージン76.16%純利益率9.69%有利子負債／自己資本比率26.3%BB の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/15 01:03終値2026/05/15 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BlackBerry Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関Jim MarroneAccountability Research CorporationRichard KramerArete Research Services LLPRichard TseATB Cormark Historical (Cormark Securities)41 その他のアナリストを表示
Seeking Alpha • Apr 25BlackBerry: The Turnaround Is Here (Rating Upgrade)Summary BlackBerry is upgraded to Buy as operational turnaround accelerates, driven by record Q4 earnings, Nvidia partnership, and surging IoT revenues. BB achieved its eighth consecutive quarter of positive GAAP net income, with IoT revenue up 20% YoY and a $950M royalty backlog. Clearing the $5.04 share price triggers forced debt conversion, eliminating $200M in convertible debt and strengthening the balance sheet. Secure Comms and patent/licensing deals add upside, with full-year Secure Comms guidance raised and potential cash windfalls from Malikie and Arctic Wolf. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$5.50. The fair value is estimated to be US$4.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$4.69, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Software industry in the US. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.47 per share.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 09Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$0.09 (up from US$0.014 loss in FY 2025). Revenue: US$549.1m (up 2.7% from FY 2025). Net income: US$53.2m (up US$61.7m from FY 2025). Profit margin: 9.7% (up from net loss in FY 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08BlackBerry Limited, Annual General Meeting, Jun 25, 2026BlackBerry Limited, Annual General Meeting, Jun 25, 2026.
Seeking Alpha • Apr 25BlackBerry: The Turnaround Is Here (Rating Upgrade)Summary BlackBerry is upgraded to Buy as operational turnaround accelerates, driven by record Q4 earnings, Nvidia partnership, and surging IoT revenues. BB achieved its eighth consecutive quarter of positive GAAP net income, with IoT revenue up 20% YoY and a $950M royalty backlog. Clearing the $5.04 share price triggers forced debt conversion, eliminating $200M in convertible debt and strengthening the balance sheet. Secure Comms and patent/licensing deals add upside, with full-year Secure Comms guidance raised and potential cash windfalls from Malikie and Arctic Wolf. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$5.50. The fair value is estimated to be US$4.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to US$4.69, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Software industry in the US. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.47 per share.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 09Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$0.09 (up from US$0.014 loss in FY 2025). Revenue: US$549.1m (up 2.7% from FY 2025). Net income: US$53.2m (up US$61.7m from FY 2025). Profit margin: 9.7% (up from net loss in FY 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08BlackBerry Limited, Annual General Meeting, Jun 25, 2026BlackBerry Limited, Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$3.34. The fair value is estimated to be US$4.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.
Buy Or Sell Opportunity • Feb 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$3.32. The fair value is estimated to be US$4.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.
Buy Or Sell Opportunity • Feb 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to US$3.39. The fair value is estimated to be US$4.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 376% in the next 2 years.
Reported Earnings • Dec 19Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$0.023 (up from US$0.02 in 3Q 2025). Revenue: US$141.8m (flat on 3Q 2025). Net income: US$13.7m (up 14% from 3Q 2025). Profit margin: 9.7% (up from 8.4% in 3Q 2025). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 05+ 3 more updatesBlackBerry Limited to Report Q4, 2027 Results on Apr 08, 2027BlackBerry Limited announced that they will report Q4, 2027 results on Apr 08, 2027
お知らせ • Nov 18BlackBerry Limited Announces President Changes at its QNX DivisionBlackBerry Limited announced the appointment of John Wall as President of its QNX division, effective immediately 17 November 2025. Wall will report to BlackBerry CEO, John J. Giamatteo. Wall, widely recognized as a leading authority in embedded software, has been an integral member of the QNX team since joining in 1993. He has held roles of escalating seniority within the organization, including in product engineering, service delivery and sales, and most recently served as the division's Chief Operating Officer. Wall has overseen the planning, design and development of QNX's product portfolio and played a key role in driving its significant growth in automotive and general embedded systems. Wall holds a Bachelor of Engineering degree from Carleton University. Wall will succeed Mattias Eriksson, who has decided to pursue other opportunities outside of BlackBerry. Eriksson will remain as an advisor to the company until December 31, 2025 to ensure a smooth transition.
お知らせ • Sep 25+ 1 more updateBlackberry Limited Provides Earnings Guidance for Third Quarter Ending November 30, 2025 and the Full Year Ending February 28, 2026BlackBerry Limited provided earnings guidance for third quarter ending November 30, 2025 and the full year ending February 28, 2026. For the quarter, the company expects Total BlackBerry revenue of $132 million to $140 million. QNX revenue of $66 million to $70 million. Secure Communications revenue of $60 million to $64 million. For the year, the company expects Total BlackBerry revenue of $519 million to $541 million. QNX revenue of $256million to $270 million. Secure Communications revenue of $239 million to $247 million.
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Barry Mainz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jul 11Now 21% undervaluedOver the last 90 days, the stock has risen 28% to US$4.03. The fair value is estimated to be US$5.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 102% in 2 years. Earnings are forecast to grow by 542% in the next 2 years.
Reported Earnings • Jun 25First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.071 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.003 (up from US$0.071 loss in 1Q 2025). Revenue: US$121.7m (down 16% from 1Q 2025). Net income: US$1.90m (up US$43.9m from 1Q 2025). Profit margin: 1.6% (up from net loss in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to US$3.91. The fair value is estimated to be US$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Apr 09BlackBerry Limited, Annual General Meeting, Jun 25, 2025BlackBerry Limited, Annual General Meeting, Jun 25, 2025.
Seeking Alpha • Apr 08BlackBerry: Innovation Is Fueling Profitability Amid Short-Term Headwinds (Rating Downgrade)Summary Growth Prospects & Innovation: BlackBerry's QNX software is a leader in embedded systems, integrated into 255M+ vehicles. Strategic R&D investments support SDVs and ADAS, positioning the company for long-term growth. Short-Term Challenges: Inflation, rising production costs, and declining automotive sector demand create short-term headwinds. However, BlackBerry surpassed revenue guidance, indicating resilience despite cautious market conditions. Financial Highlights & Valuation: Q4 2025 revenue exceeded guidance at $141.7M, with improved cash flow and margins. BlackBerry remains undervalued versus competitors, poised for growth as the auto industry recovers. Read the full article on Seeking Alpha
Reported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.014 loss per share (improved from US$0.22 loss in FY 2024). Revenue: US$534.9m (down 37% from FY 2024). Net loss: US$8.50m (loss narrowed 94% from FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Mar 19+ 3 more updatesBlackBerry Limited to Report Q1, 2026 Results on Jun 24, 2025BlackBerry Limited announced that they will report Q1, 2026 results on Jun 24, 2025
お知らせ • Mar 08BlackBerry Limited Announces Step Down of Marjorie Dickman as Chief Government Affairs and Public Policy OfficerOn February 28, 2025, Marjorie Dickman stepped down from her position as Chief Government Affairs and Public Policy Officer of BlackBerry Limited to pursue corporate board and other opportunities. Ms. Dickman will remain with the Company as Special Advisor to the Chief Executive Officer until May 31, 2025. Ms. Dickman’s departure is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices.
Seeking Alpha • Feb 23BlackBerry: The Company Has Bounced, Built Back BetterSummary BlackBerry's strategic pivot to software, focusing on IoT and cybersecurity, has driven a significant stock rally and renewed investor confidence. The QNX unit's robust growth in the automotive and industrial sectors, along with strategic partnerships, positions BlackBerry for long-term success. The sale of Cylance's assets enhances BlackBerry's profit margins, allowing a stronger focus on its core Secure Communication business. BlackBerry's AI-based cybersecurity solutions and innovative technologies make it a compelling investment for those seeking growth in the tech sector. Read the full article on Seeking Alpha
Seeking Alpha • Feb 17BlackBerry: Strong In The Area Of Security, But Weak In The Area Of ValuationSummary BlackBerry's capital allocation has been poor, with negative ROIC and declining revenues, but there is potential for a turnaround with positive growth expected in the next 5 years. The sale of Cylance was a necessary move to focus on more promising segments, despite initial intentions to strengthen cybersecurity capabilities. BlackBerry holds a competitive advantage in secure communications and IoT security, particularly with its QNX system, but faces competition from Android Automotive. Despite a strong balance sheet and no debt maturities until 2029, BlackBerry is fairly valued or slightly overvalued, with growth dependent on revenue and margin improvements. Read the full article on Seeking Alpha
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Feb 04Arctic Wolf Networks, Inc. completed the acquisition of Cylance assets from BlackBerry Limited.Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited on December 15, 2024. Under the terms of the agreement, Arctic Wolf will acquire the Company’s Cylance® endpoint security assets for a purchase price consisting of $160 million of cash, subject to certain purchase price adjustments set forth in the Equity and Asset Purchase Agreement (the “Cash Consideration”), and 5.5 million common shares in Arctic Wolf (the “Equity Consideration”). After giving effect to the purchase price adjustments to the Cash Consideration, the Company will receive approximately $80 million of the Cash Consideration and the Equity Consideration at closing of the transaction, and approximately $40 million of the Cash Consideration on the one-year anniversary of closing. In addition, the Equity and Asset Purchase Agreement provides that, on the closing date of the transaction, the Company and Arctic Wolf will enter into (i) a non-exclusive patent license agreement, (ii) a partner agreement pursuant to which the Company will agree to resell certain products and services of Arctic Wolf, and (iii) a strategic customer support agreement, pursuant to which Arctic Wolf will agree to provide certain customer support services to the Company. The proposed transaction is subject to the provision of customary closing deliverables and satisfaction of customary conditions and is expected to close in BlackBerry’s fourth fiscal quarter. Perella Weinberg Partners LP served as exclusive financial adviser to BlackBerry and Chere See and Erik Knudsen of Morrison Foerster LLP served as legal adviser to BlackBerry. Cooley LLP served as legal adviser to Arctic Wolf. Arctic Wolf Networks, Inc. completed the acquisition of Cylance assets from BlackBerry Limited on February 3, 2025.
お知らせ • Jan 18BlackBerry Limited Announces Resignation of Jay Chai as Senior Vice President and Chief Accounting Officer, Effective January 31, 2025On January 15, 2025, Jay Chai resigned as Senior Vice President and Chief Accounting Officer of BlackBerry Limited (the Company"), with effect as of January 31, 2025. Mr. Chai is leaving the Company to pursue other opportunities and his resignation is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices.
Seeking Alpha • Jan 07BlackBerry: I've Gone From Skeptic To Believer (Rating Upgrade)Summary I recognize BlackBerry Limited's significant progress in turning its operations around and delivering positive free cash flow. I believe the divestment of Cylance will streamline the business and enhance its profitability prospects. I acknowledge that competition in both the IoT and cybersecurity sectors remains a critical challenge for BlackBerry. I am cautiously optimistic about BlackBerry's ability to achieve modest revenue growth in fiscal 2026, though uncertainties remain. Read the full article on Seeking Alpha
New Risk • Dec 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Price Target Changed • Dec 20Price target increased by 10% to US$3.59Up from US$3.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$3.69. Stock is up 3.4% over the past year. The company is forecast to post a net loss per share of US$0.10 next year compared to a net loss per share of US$0.22 last year.
Reported Earnings • Dec 20Third quarter 2025 earnings released: EPS: US$0.02 (vs US$0.036 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.02 (up from US$0.036 loss in 3Q 2024). Revenue: US$143.0m (down 18% from 3Q 2024). Net income: US$12.0m (up US$33.0m from 3Q 2024). Profit margin: 8.4% (up from net loss in 3Q 2024). Revenue is expected to decline by 5.1% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Seeking Alpha • Dec 203 Good Things About BlackBerry Q3 Earnings (Rating Upgrade)Summary BlackBerry stock surged from $2.35 to $3.49, driven by profitable Q3 results, with a gross margin of 74% and IoT revenue growth of 13%. The sale of BlackBerry Cylance will strengthen the balance sheet, allowing focus on IoT growth and potential M&A activities. Despite disappointing past under-performance, BlackBerry's streamlined operations and improved financial position make it a speculative buy, though caution is advised due to historical volatility. Investors should note the positive market reaction to BlackBerry's restructuring and the potential for future earnings growth, particularly in the IoT sector. Read the full article on Seeking Alpha
お知らせ • Dec 17Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited for CAD 160 million.Arctic Wolf Networks, Inc. entered into a definitive agreement to acquire Cylance assets from BlackBerry Limited for CAD 160 million on December 16, 2024. Under the terms of the agreement, BlackBerry will sell its Cylance assets to Arctic Wolf for CAD 160 million of cash, subject to certain adjustments, and approximately 5.5 million common shares of Arctic Wolf. After allowing for the purchase price adjustments, BlackBerry will receive approximately CAD 80 million of cash at closing and approximately CAD 40 million of cash one year following the closing. The proposed transaction is subject to customary closing conditions and is expected to close in BlackBerry’s fourth fiscal quarter. Perella Weinberg Partners LP served as exclusive financial adviser to BlackBerry and Chere See and Erik Knudsen of Morrison Foerster LLP served as legal adviser to BlackBerry. Cooley LLP served as legal adviser to Arctic Wolf.
Seeking Alpha • Dec 13BlackBerry: Scraping Off The BottomSummary BlackBerry Limited's shift to IoT and Cybersecurity shows promise, but the business model lacks excitement despite recent signs of reaching bottom. The upcoming FQ3 results are crucial to prove growth ahead, with the QNX business showing potential but still relatively small. Cybersecurity growth is modest, and the market struggles to grasp BlackBerry's diverse product offerings and investment story. The stock has limited downside risk with improved financials, but BlackBerry needs a compelling growth narrative to justify a higher price than 18x FY27 EBITDA targets. Read the full article on Seeking Alpha
お知らせ • Dec 12BlackBerry Limited and TTTech Auto Launch New MotionWise Scheduling Solution for QNX 8BlackBerry Limited and TTTech Auto announced a solution that addresses the growing complexities automotive developers are facing as the industry doubles down on its push towards Software Defined Vehicles (SDVs). MotionWise Schedule for QNX®? Software Development Platform (SDP) 8.0 accelerates software development for automakers building SDVs and helps to enable the safe, real-time execution of applications running on QNX®? SDP 8.0. As vehicle software becomes increasingly complex while maintaining real-time system properties, the demand for products that enable safety, reliability, and precise timing execution is growing. MotionWise Schedule forQNX SDP 8.0 addresses this need by providing a high-performance runtime environment with deterministic task scheduling. This enables optimized resource utilization and is supported by a correct-by-design tool-suite, significantly reducing design and configuration efforts for the embedded runtime. Simplifying complex integration tasks to speed up GTM: In SDV projects, manual configuration of schedulers can lead to cumbersome cycles of repeated testing and iterations. With each code alteration, new feature addition or software release, the process re-starts, causing delays in production timelines and in tandem, adding to program costs. MotionWise Schedule for Q NX simplifies the daily work of software developers, replacing countless manual processes by generating scheduling solutions in a single automated step. New software applications can be added incrementally without compromising quality, meaning the time to bring new software to market is significantly reduced, drastically cutting the cost of new vehicle projects, where even a few days of production delay is detrimental. QNX and TTTech Auto will demo MotionWise Schedule for QnX at CES Jan. 7 - 10 2025 at the Las Vegas Convention Center. Visit QNX at Booth #4224 in the West Hall, or schedule a meeting with a spokesperson here. MotionWise Schedule for Quebec SDP 8.0 will be available in early 2025. For more information on how BlackBerry QNX's portfolio of embedded software solutions can help accelerate safety-certification, ensure reliability and reduce development time, visit BlackBerry QNX.
Seeking Alpha • Oct 17BlackBerry: The Latest Revenue WarningSummary BlackBerry's revenue growth remains a major issue, with the latest guidance for fiscal 2026 missing already heavily reduced estimates. Despite some improvements in cybersecurity metrics and cost-cutting efforts, the company's balance sheet is not that great. BlackBerry's valuation is low compared to peers, but this reflects its limited growth profile and weak financial situation. Read the full article on Seeking Alpha
お知らせ • Oct 02BlackBerry Limited Appoints Veteran Lisa Bahash to its Board of DirectorsBlackBerry Limited announced that it has appointed automotive OEM and Tier 1 supplier veteran Lisa Bahash to its Board of Directors, effective September 26, 2024. Ms. Bahash is an executive leader with over 30 years of experience in the automotive OEM. She served as Senior Vice President, Automotive and Transportation with Jabil Inc. Prior to Jabil, Ms. Bahash was Group Vice President and General Manager of Johnson Control's Power Solutions business, leading the OEM and technology strategies including advanced energy storage and lithium-ion technologies. She was also President and CEO of Ride Control, LLC (Gabriel), where she accelerated growth and completed a successful sale of the business. Ms. Bahash began her career at Ford Motor Company where she worked for 10 years in a variety of positions. Most recently, she served as Principal and Operating Partner at Architect Equity LLC. Ms. Bahash holds a Master of Engineering Management degree from Wayne State University and a Bachelor of Science degree in Mechanical Engineering from the University of Michigan. She is a member of the Board of Directors at Syrah Resources Ltd., where she serves as Chair of the Remuneration, Nomination and Governance Committee and as a member of the Sustainability Committee. Ms. Bahash is also a former director of Mattr Corp., formerly Shawcor Ltd. In 2015, Ms. Bahash was recognized as one of Automotive News Top 100 Leading Women in the North American Auto Industry. In connection with the appointment of Ms. Bahash, the Board increased the total number of directors to eight, seven of whom are independent directors, including Ms. Bahash.
Reported Earnings • Sep 27Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.032 loss per share (improved from US$0.072 loss in 2Q 2024). Revenue: US$145.0m (up 9.8% from 2Q 2024). Net loss: US$19.0m (loss narrowed 55% from 2Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27Blackberry Limited Provides Earnings Guidance for the Third Quarter Ending November 30, 2024 and the Full Fiscal Year Ending February 28, 2025BlackBerry Limited provided earnings guidance for the third quarter ending November 30, 2024 and the full fiscal year ending February 28, 2025. For the quarter, the company expects Total BlackBerry revenue in the range of $146 million- $154 million. For the full year, the company expects Total BlackBerry revenue in the range $591 million - $616 million.
Seeking Alpha • Sep 235 Considerations Ahead Of BlackBerry's Q2 Earnings ReportSummary BlackBerry Limited's Q2 results are unlikely to significantly move the stock, which has stabilized after a year-to-date loss of one-third. BlackBerry expects another adjusted EBITDA loss and flat to declining revenue, despite leadership changes and cost reductions. Improvements in Cylance's AI threat detection and QNX's automotive sector performance are notable, but broader market challenges persist. Long-term shareholders should temper expectations; significant growth in Cylance or QNX sales is needed for a meaningful rise in BB stock. Read the full article on Seeking Alpha
お知らせ • Sep 04HaleyTek AB and BlackBerry Limited Announce the Launch of Haleytek's Generic Automotive PlatformHaleyTek AB and BlackBerry Limited announced the launch of HaleyTek's Generic Automotive Platform (GAP), a cockpit software platform. GAP provides access to a seamless, agile Android Automotive development environment, accelerating the time-to-market for next-generation infotainment systems. BlackBerry QNX is providing the QNX Hypervisor for Safety and QNX Sound platform for GAP, which will offer OEMs access to two long-awaited enabling technologies for next generation automotive cockpits; Software Defined Audio (SDA) and VirtIO. SDA delivers superior software-based acoustic and audio experiences for consumers, while enabling significant Bill-of-Material (BOM) savings and the ability to generate new subscription revenue through personalized audio software features after the sale of the vehicle. It will also extend the lifecycle of these systems, offering over-the-air (OTA) Android™ and security updates to enable a safe, connected future. With a focus on sustainable innovation, HaleyTek and BlackBerry QNX are dedicated to ensuring that their advanced collaborative platforms not only meet but further enable the next generation of cockpit consolidation and better ecosystem and consumer experiences based on software.
Seeking Alpha • Aug 20BlackBerry: Upcoming Developments Likely To Lift The StockSummary BlackBerry stock is undervalued partly due to potential catalysts like possible M&A activity and market share growth in IT security. Revenue from the firm's QNX operating system looks poised to increase rapidly. The low valuation of BB stock should rebound due to its improved financial performance going forward. Read the full article on Seeking Alpha
お知らせ • Aug 01BlackBerry Limited Announces Chief Financial Officer ChangesBlackBerry Limited announced Tim Foote has been appointed as the company's Chief Financial Officer, effective 30 July 2024. Foote will report to BlackBerry CEO, John J. Giamatteo. Foote joined the company following BlackBerry's acquisition of Good Technology in 2015 and brings more than 20 years of experience across a number of senior finance leadership positions. While at BlackBerry, Foote's roles have included managing the company's international finance operations, Vice President of Investor Relations and, most recently, CFO for the Cybersecurity division. Foote holds an MBA from Imperial College Business School, London and is a Chartered Accountant. Foote will succeed Steve Rai, who has decided to pursue other opportunities outside of the company. Giamatteo, and the rest of the BlackBerry Board, thank Steve for his contributions to the Company since 2014 and wish him well in his future endeavors. Rai will remain with BlackBerry until September in a consulting role in order to help facilitate a smooth transition.
お知らせ • Jul 31BlackBerry Limited Announces Executive ChangesBlackBerry Limited has appointed Jay Chai as the company's chief accounting officer. Chai has been Vice President and Corporate Controller at BlackBerry since May 2019 and will leverage his deep expertise in financial reporting and operations for this new, expanded role and responsibilities. Fraser Deziel has been promoted to the role of Corporate Controller. Deziel has been with BlackBerry since November 2009 and was most recently Senior Director of Financial Reporting and Treasury.
Price Target Changed • Jul 05Price target decreased by 9.2% to US$3.35Down from US$3.69, the current price target is an average from 3 analysts. New target price is 34% above last closing price of US$2.50. Stock is down 47% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.22 last year.
Reported Earnings • Jun 28First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.071 loss per share (further deteriorated from US$0.019 loss in 1Q 2024). Revenue: US$144.0m (down 61% from 1Q 2024). Net loss: US$42.0m (loss widened 282% from 1Q 2024). Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
New Risk • Jun 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Seeking Alpha • Jun 24BlackBerry Stock: 4 Considerations Ahead Of Its Q1 2025 EarningsSummary BlackBerry Limited had a chance to raise millions of dollars but did not do so in the quarter. Ahead of the quarterly report, shares dropped below the 50-day moving average after a GME meme-inspired rally, down 16.5% in the last quarter. Investors expressed concerns ahead of BlackBerry Limited's Q1 results. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • May 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$3.10. The fair value is estimated to be US$2.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 22% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
お知らせ • May 03Blackberry Introduces Cylance Assistant, the Next Level of Cybersecurity with Generative AI CapabilitiesBlackBerry Limited announced the general availability of Cylance Assistant, a generative AI cybersecurity advisor that will help organizations speed up decision-making and stop more threats faster with fewer resources. Cylance Assistant brings together a set of advanced capabilities that leverage the power of Cylance AI to do more with less. These AI-driven features are built into the Cylance cybersecurity platform. Cylance Assistant provides fast, expert guidance and valuable recommendations to security analysts to enhance your security operations center. It simplifies complex cybersecurity issues by analyzing large quantities of data and combining it with our threat research to deliver recommendations in plain language. It virtually looks over the shoulder of each analyst to evaluate, interpret, and suggest the best course of action in real-time. Unlike competitor offerings, there is no need to step away from your workflow to ask a chatbot what you should do. The Cylance Assistant understands the context and provides expert guidance without asking. The result is quicker investigations and reasonable resolution of security threats. With Cylance AI always available on demand, security analysts can now identify and block a broader range of threats, expedite investigations, and make rapid decisions. The introduction of Cylance AI, the industry's longest-running predictive AI, along with Cylance Assistant, empowers security teams to take complete control of their operations, outmaneuvering sophisticated threat actors who employ adversarial AI and polymorphic malware. Cylance Assistant uses privacy-preserved, responsible AI principles and doesn't share customer data to train models. It is included with CylanceENDPOINT to maximize budget and simplify operations. BlackBerry's Cylance Assistant utilizes Amazon Web Services' (AWS) Generative AI service Amazon Bedrock to help organizations greatly enhance their cyber security operations and achieve better outcomes. Amazon Bedrock provides foundation model choice from leading AI providers via a single API for companies to build and scale generative AI applications.
Buy Or Sell Opportunity • Apr 11Now 22% overvaluedOver the last 90 days, the stock has fallen 6.2% to US$3.19. The fair value is estimated to be US$2.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 20% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
Seeking Alpha • Apr 09BlackBerry: Finally Some HopeSummary BlackBerry's fiscal Q4 results showed signs of improvement, with overall revenue beating estimates and growing nicely year over year. However, Q1 and full-year revenue guidance fell short of street expectations, leading to more analyst estimate cuts. BlackBerry's financial structure has improved with a debt deal, but the company still faces challenges in IoT growth and the CyberSecurity business. Read the full article on Seeking Alpha
お知らせ • Apr 06BlackBerry Limited, Annual General Meeting, Jun 25, 2024BlackBerry Limited, Annual General Meeting, Jun 25, 2024.
Reported Earnings • Apr 04Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.22 loss per share (improved from US$1.27 loss in FY 2023). Revenue: US$853.0m (up 30% from FY 2023). Net loss: US$130.0m (loss narrowed 82% from FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Apr 04+ 1 more updateBlackBerry Limited Provides Earnings Guidance for the First Quarter Ending May 31, 2024 and the Full Fiscal Year Ending February 28, 2025BlackBerry Limited provided earnings guidance for the first quarter ending May 31, 2024 and the full fiscal year ending February 28, 2025. For the first quarter, the company expected total BlackBerry revenue of $130 million to $138 million and expect EPS to be in the range of negative $0.04 to negative $0.06.For the fiscal year, the company expected total BlackBerry revenue of $586 million to $616 million and expected EPS to be in the range of negative $0.02 to negative $0.06.
Seeking Alpha • Mar 30BlackBerry Q4 2023 Earnings Preview: 5 Things To WatchSummary BlackBerry's stock performance has been poor, losing nearly 37% compared to the S&P 500's gain of 11.46% since the last article publication. Investors should watch for five things, including BlackBerry's earnings forecast for Q4 its potential performance in the cybersecurity and IoT sectors. Alternative investments like CrowdStrike, SentinelOne and Stellantis may be more attractive options than holding BB stock. Read the full article on Seeking Alpha
お知らせ • Mar 21+ 3 more updatesBlackBerry Limited to Report Q2, 2025 Results on Sep 26, 2024BlackBerry Limited announced that they will report Q2, 2025 results on Sep 26, 2024
Buy Or Sell Opportunity • Mar 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$2.85. The fair value is estimated to be US$3.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to decline by 12% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.
Price Target Changed • Mar 11Price target decreased by 8.9% to US$4.25Down from US$4.66, the current price target is an average from 3 analysts. New target price is 39% above last closing price of US$3.06. Stock is down 15% over the past year. The company is forecast to post a net loss per share of US$0.18 next year compared to a net loss per share of US$1.27 last year.
お知らせ • Feb 08Blackberry Limited Announces Board and Committee ChangesBlackBerry Limited announced that it has appointed IoT technology veteran Philip Brace to its board of directors, effective February 8, 2024. Mr. Brace will serve as a member of the Compensation, Nomination and Governance Committee of the Board. Mr. Brace has an extensive background in the IoT, semiconductor, server and storage industries. His roles over the past 3 decades include a wide array of functions, including software, hardware, engineering, marketing, and sales. Most recently, from July 2021 to January 2023, Mr. Brace served as President and CEO of leading Canadian wireless communications designer, Sierra Wireless Inc., where he led the company through operational improvements that increased profits by more than 100% and grew revenue by more than 40%, culminating in a successful acquisition by Semtech Corporation. Prior to this, Mr. Brace served as Executive Vice President at Veritas Technologies, President of Seagate Technology's Cloud Systems and Electronic Solutions, Executive Vice President at LSI Corporation, and General Manager at Intel Corporation. Mr. Brace holds a Bachelor of Applied Science degree in Computer Engineering from the University of Waterloo and a Master's degree in Electrical Engineering from California State University, Sacramento. He has also participated in the Stanford University Directors' Consortium. Mr. Brace is also a member of the Board of Directors at Lantronix Inc. and Inseego Corp. BlackBerry also announced that Prem Watsa has decided to resign from the BlackBerry Board of Directors as of February 15, 2024, in connection with the Company's repayment at maturity of its $150 million principal amount convertible debentures held by affiliates of Fairfax Financial Holdings Limited, of which Mr. Watsa is Chairman and CEO. Mr. Watsa has served as a director of the Company since November 2013 and was a member of the Compensation, Nomination and Governance Committee of the Board of Directors. He also previously served as a director of the Company from January 2012 to August 2013. Following the appointment of Mr. Brace and the resignation of Mr. Watsa, the Board will have 7 members, 6 of whom are independent directors.
Seeking Alpha • Jan 25BlackBerry: Market Overreacts, But The Company Lacks CatalystsSummary BlackBerry stock hits new lows as it raises debt through a private offering, highlighting its struggles to find a successful business model. The company's shift to IoT and cybersecurity software has not paid off, with minimal growth reported in these segments. The new BlackBerry CEO needs to re-energize the business and return BlackBerry to sustainable growth before the stock is a Buy. Read the full article on Seeking Alpha
Seeking Alpha • Dec 21BlackBerry Future Remains Quite UncertainSummary BlackBerry reported Q3 revenues of $175 million, missing street estimates by nearly $6 million. Cybersecurity and IoT segments showed decent growth, but Q4 revenue guidance was extremely disappointing. Total cash and investments decreased to $271 million, raising concerns about financial flexibility for the next turnaround plan. Read the full article on Seeking Alpha
お知らせ • Dec 21BlackBerry Limited Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending February 29, 2024BlackBerry Limited provided earnings guidance for the fourth quarter of fiscal year ending February 29, 2024. For the quarter, the company expects total company revenue to be in the range of $150 million - $159 million.
Seeking Alpha • Dec 15BlackBerry Earnings Preview: 3 Things To WatchSummary Analysts expect BlackBerry to post yet another quarterly loss at a time when markets shun money-losing firms. BlackBerry's new CEO offers fresh hope, since John Giamatteo has experience in the cybersecurity and IoT automotive industry. BlackBerry's decision to cancel its IoT spinoff may not be fully explained; impact of weak quarterly earnings on stock price discussed. Read the full article on Seeking Alpha
お知らせ • Dec 11+ 2 more updatesBlackBerry Limited to Pursue Full Separation of IoT and Cybersecurity Business UnitsBlackBerry Limited announced that it will separate the IoT and Cybersecurity businesses, and that they will operate as fully standalone divisions. BlackBerry will no longer pursue a subsidiary IPO of the IoT business. Following a reassessment of the previously announced outcome of Project Imperium, the BlackBerry Board has decided to pursue a separation of the IoT and Cybersecurity businesses and establish them as standalone divisions. The Company will no longer pursue a subsidiary initial public offering of its IoT business unit. The process will include the separation and streamlining of BlackBerry's centralized corporate functions into business-unit specific teams, with a view to each division operating independently and on a profitable and cashflow-positive basis going forward. To assist in the separation and right-sizing process, BlackBerry is in the final stages of selecting a consulting firm to bring expertise and additional resources for an independent, ground-up assessment.
お知らせ • Nov 15BlackBerry Limited announced that it expects to receive $150 million in funding from Fairfax Financial Holdings LimitedBlackBerry Limited announced that it has entered into an agreement with certain controlled affiliates of Fairfax Financial Holdings Limited to issue 1.75% extendable convertible unsecured debentures for the gross proceeds of $150,000,000 on November 13, 2023. The Extension Debentures will be convertible into Common Shares at a price of $6.00 per Common Share and will be due on or about February 14, 2024, with an option for the parties to extend the maturity date to on or about May 14, 2024, by mutual agreement. The conversion price represents a premium of approximately 64.8% to the closing price of the Common Shares on the New York Stock Exchange on November 10, 2023, and the Common Shares issuable upon conversion of all of the Extension Debentures would represent approximately 4.3% of the current issued and outstanding Common Shares. The closing of the Transaction is subject to customary conditions, including approval from the Toronto Stock Exchange and the New York Stock Exchange. The Transaction is expected to be completed on or before November 17, 2023. The offer and sale of the Extension Debentures, the Subsidiary Guarantees and the Common Shares issuable upon conversion of the Extension Debentures, if any, will be made to accredited investors in reliance on the exemption from registration under Section 4(a)(2) of the U.S. Securities Act of 1933, as amended (the "Securities Act"), and will not be registered pursuant to the Securities Act or any state securities laws.
Seeking Alpha • Nov 14BlackBerry's High-Stakes Gamble: Juggling IoT IPO And Debt ResolutionSummary BlackBerry's CEO departure raises concerns about the company's future leadership and strategic direction. The timeline to resolve the debt issue coincides with BlackBerry's plan to list its IoT business separately, potentially sacrificing a valuable asset. The cybersecurity business, left with debt after the IoT IPO, may face challenges surviving in a competitive market. Read the full article on Seeking Alpha
お知らせ • Nov 05Blackberry Limited Announces Chief Executive Officer ChangesBlackBerry Limited announced that John Chen, Executive Chair of the Board of Directors will retire from his roles at the Company effective November 4, 2023. Mr. Chen’s retirement is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices. In addition, on October 30, 2023, the Company announced that Richard (Dick) Lynch, 75, will succeed Mr. Chen as Chair of the Board and will also serve as Interim Chief Executive Officer while BlackBerry completes its search for a permanent Chief Executive Officer. Mr. Lynch has served as a director of the Company since 2013 and been President of FB Associates, LLC since 2011. Previously, Mr, Lynch served as Chief Technology Officer of Verizon Communications and Verizon Wireless. Mr. Lynch joined the BlackBerry Board in 2013 and serves as a member of its Compensation, Nomination and Governance Committee. He previously served as Executive Vice-President and Chief Technology Officer of Verizon Communications and Verizon Wireless. He is a director of Cohere Technologies and iconectiv and has served as Chairman of Ribbon Communications and as a director of Ruckus Wireless.
お知らせ • Nov 04Blackberry Limited Announces Board ChangesBlackBerry Limited announced that John Chen, Executive Chair of the Board of Directors will retire from his roles at the Company effective November 4, 2023. Mr. Chen’s retirement is not the result of any disagreement with the Company on matters related to its strategy, operations, policies or practices. In addition, on October 30, 2023, the Company announced that Richard (Dick) Lynch, 75, will succeed Mr. Chen as Chair of the Board and will also serve as Interim Chief Executive Officer while BlackBerry completes its search for a permanent Chief Executive Officer. Mr. Lynch has served as a director of the Company since 2013 and been President of FB Associates, LLC since 2011. Previously, Mr, Lynch served as Chief Technology Officer of Verizon Communications and Verizon Wireless. Mr. Lynch joined the BlackBerry Board in 2013 and serves as a member of its Compensation, Nomination and Governance Committee. He previously served as Executive Vice-President and Chief Technology Officer of Verizon Communications and Verizon Wireless. He is a director of Cohere Technologies and iconectiv and has served as Chairman of Ribbon Communications and as a director of Ruckus Wireless.
お知らせ • Oct 17Blackberry Limited Announces Generative AI Powered Cybersecurity AssistantBlackBerry Limited announced its new Generative AI powered assistant for Security Operations Center (SOC) teams. The enterprise-grade solution acts as a SOC Analyst providing Generative AI based cyberthreat analysis and support to enhance CISO operations. It leverages private large language models (LLMs) for greater accuracy and data privacy. The solution, which will be available to BlackBerry's Cylance®? AI customers, predicts customer needs to proactively provide information rather than requiring users to manually ask questions and compresses research hours into seconds. Fully integrated in the Cylance Console, it produces a natural workflow instead of an efficient chatbot experience. Cylance launched as the industry's first AI cybersecurity solution and the industry's first predictive cybersecurity solution. Predictive cybersecurity is a must for emerging cyber risks and seen as the future of cybersecurity. BlackBerry has delivered transformative innovation for almost forty years and continues to set a standard in the technology industry. In the field of AI this is evidenced by the company having more than five times the AI/ML patents than competitors and AI being integrated across the company's product portfolio. Furthermore, BlackBerry earlier this month was one of the first signatories of Canada's voluntary Code of Conduct on the responsible development and management of advanced Generative AI systems.
Seeking Alpha • Oct 12BlackBerry: Breaking Up Is Hard To DoSummary BlackBerry will spin off its Internet of Things segment. Investors are waiting to hear key financial details of the transaction. The move could create value with shares trading like a distressed asset. Read the full article on Seeking Alpha
Seeking Alpha • Oct 05BlackBerry Stock: Overpriced Amid Spin-Off And UncertaintySummary BlackBerry Limited stock has declined 7.5% after announcing that it will spin off its Internet of Things division. Since this division has been BlackBerry's core growth driver, this does not bode well for the company's revenues, profits, or margin profile. Furthermore, BlackBerry stock's valuation is already relatively expensive. The downside implications of the divestiture could further worsen its valuation metrics on a relative basis. The picture here is highly uncertain but looks to be negative overall, and yields a sell rating for BB stock. Read the full article on Seeking Alpha
Reported Earnings • Sep 29Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.072 loss per share (improved from US$0.094 loss in 2Q 2023). Revenue: US$132.0m (down 21% from 2Q 2023). Net loss: US$42.0m (loss narrowed 22% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 29+ 1 more updateBlackBerry Limited Announces Timothy Dattels Decides to Resign from Board of DirectorsBlackBerry Limited announced that Timothy Dattels has decided to resign from the Board of Directors, effective September 28, 2023. Mr. Dattels joined the Board in 2012. He chaired a special committee of the Board through a review of strategic alternatives in 2013 and also served on the Audit and Risk Management Committee from 2013 to 2019.
Seeking Alpha • Sep 25BlackBerry's Stunning PivotSummary BlackBerry Limited has become a leader in the IoT and cybersecurity markets, with a 90% market share in critical event management. The IoT market is experiencing exponential growth, creating a need for robust cybersecurity solutions that BlackBerry can capitalize on. BlackBerry's QNX technology and strategic partnerships position it for significant revenue growth in the connected car market. With strategic partnerships and a focus on data analytics and cybersecurity, the IVY platform positions BlackBerry as a leader in automotive technology innovation. Read the full article on Seeking Alpha
お知らせ • Sep 08BlackBerry Limited Provides Revenue Guidance for the Second Quarter Fiscal 2024BlackBerry Limited provided revenue guidance for the second quarter fiscal 2024. For the quarter, Total company revenue expected to be approximately $132 million.
Seeking Alpha • Sep 07BlackBerry: Another Massive Revenue WarningSummary BlackBerry reported lower-than-expected preliminary Q2 revenues of $132 million, blaming government customers for the shortfall. Cybersecurity revenues are down more than $30 million from the prior-year period, but management maintained its yearly forecast for the segment. Revenues in the IoT segment are projected to be $49 million, down $2 million year over year, leading to a lower full-year revenue outlook. Read the full article on Seeking Alpha
Seeking Alpha • Aug 22BlackBerry: Key Considerations For The FutureSummary I continue to exercise caution regarding BlackBerry's turnaround efforts, despite consistent rhetoric. BlackBerry's cybersecurity narrative, while promising, raises questions about its competitive edge in delivering measurable ROI for enterprises. BlackBerry's stock valuation should not be mistaken for a bargain, considering its diverse yet uncertain operations and ongoing strategic review. Read the full article on Seeking Alpha
Reported Earnings • Jun 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.019 loss per share (improved from US$0.31 loss in 1Q 2023). Revenue: US$373.0m (up 122% from 1Q 2023). Net loss: US$11.0m (loss narrowed 94% from 1Q 2023). Revenue exceeded analyst estimates by 134%. Earnings per share (EPS) also surpassed analyst estimates by 74%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jun 26BlackBerry Stock Q1 Earnings Preview: What To Watch ForSummary BlackBerry Limited is scheduled to report fiscal first-quarter FY 2024 earnings on June 28 after the market closing bell. Going by empirical evidence, it is reasonable to expect the upcoming earnings report to have a meaningful impact on BB stock price. Investors will have to focus on a few different data points to evaluate whether BlackBerry is nearing an inflection point in its turnaround story. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20BlackBerry Stock: Valuation Vs. Reality, Patent Sales, And Profitability WoesSummary I argue that BlackBerry Limited stock is overvalued and hold doubts about its future prospects. Despite the recent sale of patents, BlackBerry's balance sheet continues to hold back the company. Historical revenue growth rates have been negative, and future growth projections appear optimistic, making me skeptical about its underlying prospects. Read the full article on Seeking Alpha
お知らせ • May 19BlackBerry Limited Provides Revenue Guidance for the Fiscal Year 2024BlackBerry Limited provided revenue guidance for the fiscal year 2024. The company expects to report total revenue of $665 million - $700 million for the fiscal year 2024.
Price Target Changed • May 19Price target increased by 13% to US$5.43Up from US$4.82, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$5.41. Stock is down 8.1% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$1.27 last year.
Reported Earnings • Apr 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$1.27 loss per share (down from US$0.021 profit in FY 2022). Revenue: US$656.0m (down 8.6% from FY 2022). Net loss: US$734.0m (down US$746.0m from profit in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 07Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be US$4.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to decline by 67% in the next 2 years.
