BLACKBERRY Ltd — Form 8-K
Filed September 24, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
BlackBerry reported Q2 FY27 revenue of $163.3M (+26% YoY), with adjusted EBITDA of $47.0M (+81% YoY) and GAAP net income of $33.9M. QNX revenue grew 27% to $80.3M and secured Alloy Kore design win adding >$100M to royalty backlog. Secure Communications revenue grew 2% to $60.9M with stable ARR at $221M. Company raised FY27 guidance: revenue $616–$636M (prior unstated), adjusted EBITDA $141–$158M. Operating cash flow was $29.3M; cash position $447.1M.
Why this rating
Strong organic growth (26% revenue, 81% EBITDA) with major customer win (>$100M backlog) meaningful for ~$2.3B market-cap company. Profitability inflection and raised guidance are material, but QNX concentration risk and Secure Communications deceleration (2% growth, -18% EBITDA) temper trajectory.
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