The strong beat and raised guidance suggest BlackBerry's turnaround is gaining momentum. Traders should watch for sustained QNX growth and Secure Communications expansion as key drivers. The stock may re-rate higher if this growth continues.
Price Chart
Executive Summary
BlackBerry reported strong Q4 and full-year fiscal 2026 results, beating revenue and EPS expectations with 10% YoY revenue growth and a 38.5% EPS beat. The QNX division achieved record revenue and profitability, while Secure Communications returned to growth. The company raised full-year revenue guidance and generated strong operating cash flow.
Key Financial Metrics
Key Facts
- Q4 revenue of $156.0M beat consensus of $144.6M and grew 10% YoY
- GAAP EPS of $0.04 beat consensus of $0.03, non-GAAP EPS of $0.06 beat $0.04 consensus
- QNX division achieved record quarterly revenue of $78.7M, up 20% YoY
- Secure Communications revenue grew 8% YoY to $72.5M
- Operating cash flow was $45.6M, up 9% YoY
Financial Impact
Revenue beat by $11.4M (7.9% above consensus), EPS beat by $0.02 (38.5%)
Risk Factors
- Heavy reliance on QNX division for growth
- Potential for future quarters to face tougher YoY comparisons
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001070235-26-000029 |
| Document: bbry-20260409.htm | 0001070235-26-000029 |
| Document: 0001070235-26-000029-index-headers.html | 0001070235-26-000029 |
| Document: 0001070235-26-000029-index.html | 0001070235-26-000029 |
| Document: 0001070235-26-000029.txt | 0001070235-26-000029 |
| 8-K Data (Synthetic) | 0001070235-26-000029 |
Track record builds as more directional reports settle.
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| Type | Now | ||||
|---|---|---|---|---|---|
Aug 15, 2026 6w ago | Institutional Cluster | $8.73 $7.80 | ▼ −10.65% | ▼ −8.68% | $9.30 (+6.53%) |
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Apr 2, 2026 26w ago | Insider Cluster | $3.46 $5.40 | ▲ +56.07% | ▲ +46.19% | $9.30 (+168.79%) |
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