BlackBerry Yönetim
Yönetim kriter kontrolleri 2/4
BlackBerry CEO'su John Giamatteo, Dec2023 tarihinde atandı, in görev süresi 2.75 yıldır. in toplam yıllık tazminatı $ 8.30M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8.4% maaş ve 91.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.12% ine doğrudan sahiptir ve bu hisseler $ 5.74M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.8 yıl ve 2.7 yıldır.
Anahtar bilgiler
John Giamatteo
İcra Kurulu Başkanı
US$8.3m
Toplam tazminat
| CEO maaş yüzdesi | 8.44% |
| CEO görev süresi | 2.8yrs |
| CEO sahipliği | 0.1% |
| Yönetim ortalama görev süresi | 2.8yrs |
| Yönetim Kurulu ortalama görev süresi | 2.7yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Aug 21
BlackBerry: Healthier Than Ever, Priced Like It
Summary BlackBerry has transitioned into a healthier, focused software company, with profitability, real cash flow, and a net cash balance sheet. QNX is BB's high-margin growth engine, boasting a ~$950m royalty backlog and strong pipeline, but much of its value is years out. At ~$8/share, the market prices in multi-year perfect execution, leaving a narrow safety margin and justifying a Hold rating. I remain mildly bullish but await sustained margin expansion, ARR growth, and a major Alloy Kore contract for a more constructive stance. Read the full article on Seeking Alpha
Yeni Anlatı • Jun 10
A 30-Year-Old Prescription for the Physical Automation Era
The megatrend toward "smart cockpits" and Software-Defined Vehicles is virtually irreversible. Furthermore, while fully autonomous humanoid robots might still be a distant reality, the deployment of industrial robotic arms and automated machines is already happening everywhere around us.Seeking Alpha • Apr 08
BlackBerry: 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 AlphaSeeking Alpha • Feb 23
BlackBerry: The Company Has Bounced, Built Back Better
Summary 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 17
BlackBerry: Strong In The Area Of Security, But Weak In The Area Of Valuation
Summary 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 AlphaSeeking Alpha • Jan 07
BlackBerry: 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 AlphaSeeking Alpha • Dec 20
3 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 AlphaSeeking Alpha • Dec 13
BlackBerry: Scraping Off The Bottom
Summary 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 AlphaSeeking Alpha • Oct 17
BlackBerry: The Latest Revenue Warning
Summary 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 AlphaSeeking Alpha • Sep 23
5 Considerations Ahead Of BlackBerry's Q2 Earnings Report
Summary 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 AlphaSeeking Alpha • Aug 20
BlackBerry: Upcoming Developments Likely To Lift The Stock
Summary 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 AlphaSeeking Alpha • Jun 24
BlackBerry Stock: 4 Considerations Ahead Of Its Q1 2025 Earnings
Summary 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 AlphaSeeking Alpha • Apr 09
BlackBerry: Finally Some Hope
Summary 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 AlphaSeeking Alpha • Mar 30
BlackBerry Q4 2023 Earnings Preview: 5 Things To Watch
Summary 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 AlphaSeeking Alpha • Jan 25
BlackBerry: Market Overreacts, But The Company Lacks Catalysts
Summary 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 21
BlackBerry Future Remains Quite Uncertain
Summary 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 AlphaSeeking Alpha • Dec 15
BlackBerry Earnings Preview: 3 Things To Watch
Summary 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 AlphaSeeking Alpha • Nov 14
BlackBerry's High-Stakes Gamble: Juggling IoT IPO And Debt Resolution
Summary 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 AlphaSeeking Alpha • Oct 12
BlackBerry: Breaking Up Is Hard To Do
Summary 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 05
BlackBerry Stock: Overpriced Amid Spin-Off And Uncertainty
Summary 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 AlphaSeeking Alpha • Sep 25
BlackBerry's Stunning Pivot
Summary 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 AlphaSeeking Alpha • Sep 07
BlackBerry: Another Massive Revenue Warning
Summary 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 22
BlackBerry: Key Considerations For The Future
Summary 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| May 31 2026 | n/a | n/a | US$60m |
| Feb 28 2026 | US$8m | US$700k | US$53m |
| Nov 30 2025 | n/a | n/a | US$21m |
| Aug 31 2025 | n/a | n/a | US$20m |
| May 31 2025 | n/a | n/a | US$10m |
| Feb 28 2025 | US$1m | US$700k | -US$8m |
| Nov 30 2024 | n/a | n/a | -US$15m |
| Aug 31 2024 | n/a | n/a | -US$19m |
| May 31 2024 | n/a | n/a | US$100k |
| Feb 29 2024 | US$8m | US$600k | US$6m |
| Nov 30 2023 | n/a | n/a | -US$475m |
| Aug 31 2023 | n/a | n/a | -US$487m |
| May 31 2023 | n/a | n/a | -US$564m |
| Feb 28 2023 | US$2m | US$559k | -US$215m |
| Nov 30 2022 | n/a | n/a | -US$95m |
| Aug 31 2022 | n/a | n/a | -US$17m |
| May 31 2022 | n/a | n/a | -US$107m |
| Feb 28 2022 | US$6m | US$223k | US$12m |
Tazminat ve Piyasa: John 'ın toplam tazminatı ($USD 8.30M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.02M ).
Tazminat ve Kazançlar: John 'in maaşı son bir yılda %20'den fazla arttı.
CEO
John Giamatteo (59 yo)
2.8yrs
Görev süresi
US$8,297,745
Tazminat
Mr. John Joseph Giamatteo serves as Chief Executive Officer & Director at BlackBerry Ltd. since December 11, 2023 and serves as its President of Secure Communications. He served as President & Acting Gener...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO; President of Secure Communications & Director | 2.8yrs | US$8.30m | 0.12% $ 5.7m | |
| Chief Financial Officer | 2.2yrs | US$1.51m | 0.013% $ 584.9k | |
| Chief Legal Officer & Head of Government Affairs | 4.2yrs | US$1.38m | 0.016% $ 756.9k | |
| Chief People Officer | no data | US$1.25m | 0.018% $ 843.5k | |
| Senior VP & Chief Information and Information Security Officer | 4.2yrs | Veri yok | Veri yok | |
| Senior Director of Investor Relations | no data | Veri yok | Veri yok | |
| VP of Strategy & Corporate Development | no data | Veri yok | Veri yok | |
| Senior VP & Chief Strategy Officer | no data | Veri yok | Veri yok | |
| President of QNX Division | less than a year | Veri yok | Veri yok | |
| Corporate Controller | no data | Veri yok | Veri yok | |
| Director of Investor Relations | no data | Veri yok | Veri yok |
2.8yrs
Ortalama Görev Süresi
Deneyimli Yönetim: BB 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO; President of Secure Communications & Director | 2.8yrs | US$8.30m | 0.12% $ 5.7m | |
| Independent Chairman of the Board | 13.6yrs | US$322.21k | Veri yok | |
| Independent Director | 1.1yrs | US$283.02k | Veri yok | |
| Independent Director | 2.6yrs | US$262.89k | 0.0060% $ 278.2k | |
| Independent Director | 2.3yrs | US$257.42k | Veri yok | |
| Independent Director | 10.9yrs | US$257.42k | Veri yok | |
| Independent Director | 7.1yrs | US$273.87k | Veri yok | |
| Independent Director | 2yrs | US$265.75k | Veri yok |
2.7yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: BB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.7 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/21 20:21 |
| Gün Sonu Hisse Fiyatı | 2026/09/21 00:00 |
| Kazançlar | 2026/05/31 |
| Yıllık Kazançlar | 2026/02/28 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
BlackBerry Limited 43 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jim Marrone | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Richard Tse | ATB Cormark Historical (Cormark Securities) |