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zacks.comSEP 252 min read$BB

BB Q2 Earnings Top, Sales Up Y/Y on QNX Strength, FY27 Outlook Raised

BlackBerry (BB) reported Q2 FY2027 earnings of 7 cents per share, up 75% Y/Y, and revenues of $163.3M, up 26% Y/Y. QNX revenue hit a record $80.3M, driving growth. BB raised FY2027 revenue and EBITDA guidance. Secure Communications saw modest growth, while licensing revenue surged due to a new deal. The company expects Q3 revenues of $143M-$154M and adjusted EBITDA of $28M-$37M.

Original reporting
zacks.com
Published Sep 25, 2026, 1:14 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 25, 2026, 2:47 PM UTC. Informational, not investment advice.
How this was made
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BB Q2 Earnings Top, Sales Up Y/Y on QNX Strength, FY27 Outlook Raised — source image
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Decision brief

The 30-second read

$BBBullishHigh
01

Why it matters

The earnings beat and guidance raise suggest near‑term upside, but execution risk remains.

02

Market read

Earnings beat and guidance lift likely to move BB stock and influence related tech and automotive software peers.

03

What to watch

Geopolitical trade tensions between Canada and the U.S. could delay government contracts.

Relevance 9/10Novelty 9/10Timing: post-earnings release

Background

BlackBerry's Q2 FY27 results show strong growth in its QNX automotive OS and licensing business.

Company-level read

Ticker impact

$BBBullishHigh confidence
Context

BlackBerry reported Q2 FY27 earnings beat and raised FY27 revenue and EBITDA guidance.

Expected impact

Potential price rally of 5‑8% in the next trading session.

Evidence & confidence

Revenue beat, record QNX licensing win, and raised outlook signal stronger cash flow and margin expansion.

Market effects

Sector

Boosts outlook for automotive software and cybersecurity licensing sectors.

Regional

Positive for North American tech stocks, especially firms with government contracts.

Global

Highlights demand for embedded OS in vehicles, may influence global auto‑tech supply chains.

Counterpoint

What could challenge this read

If the QNX backlog conversion stalls, the raised guidance could be premature.

Key entities

  • Company
    BlackBerry Limited

    Provider of cybersecurity and automotive software solutions.

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