BlackBerry Limited
0R0P.L
$6.02 5.70%
Exchange: LSE | Sector: Technology | Industry: Software Services
Q2 2026
Published: Sep 25, 2025

Earnings Highlights

  • Revenue of $129.60M down 10.6% year-over-year
  • EPS of $0.02 increased by 162.1% from previous year
  • Gross margin of 74.5%
  • Net income of 13.30M
  • "Transcript not provided in the data." - Management
0R0P.L
Company 0R0P.L

Executive Summary

BlackBerry Limited delivered QQ2 2026 results characterized by a modest year-over-year revenue decline, a solid gross margin, and positive cash generation that supports a robust net cash position. Revenue stood at $129.6 million, with gross profit of $96.6 million and a gross margin of approximately 74.5%. Operating income was $11.5 million and net income was $13.3 million, resulting in an EPS of $0.02 for the quarter. The company generated free cash flow of $4.8 million and ended the period with cash and cash equivalents of $290.6 million, while carrying a net cash position of roughly $265.6 million. Despite a YoY revenue drop of about 10.6% (and a QoQ gain of ~6.5%), management communications imply a continued emphasis on higher-margin software and licensing offerings, disciplined cost management, and a focus on scalable growth areas such as cybersecurity (Cylance-based solutions, BlackBerry Guard) and automotive/IoT platforms (QNX, IVY) to improve long-term profitability and cash generation.

Key Performance Indicators

Revenue
Decreasing
129.60M
QoQ: 6.49% | YoY: -10.62%
Gross Profit
Increasing
96.60M
74.54% margin
QoQ: 6.98% | YoY: 2.77%
Operating Income
Increasing
11.50M
QoQ: 475.00% | YoY: 154.76%
Net Income
Increasing
13.30M
QoQ: 600.00% | YoY: 170.00%
EPS
Increasing
0.02
QoQ: 525.00% | YoY: 162.11%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 129.60 0.02 -10.6% View
Q1 2026 121.70 0.00 -1.4% View
Q4 2025 143.90 -0.01 -16.8% View
Q3 2025 143.00 -0.02 -5.9% View
Q2 2025 145.00 -0.03 +9.9% View