BlackBerry Limited
BB
$4.32 1.65%
Exchange: NYSE | Sector: Technology | Industry: Software Infrastructure
Q4 2025
Published: Apr 2, 2025

Earnings Highlights

  • Revenue of $143.90M down 16% year-over-year
  • EPS of $-0.01 increased by 87.5% from previous year
  • Gross margin of 73.6%
  • Net income of -7.00M
  • ""We expect revenue for QNX in Q1 to be in the range of $51 million to $55 million, and for EBITDA to be in the range of $2 million to $6 million."" - Tim Foote
BB
BlackBerry Limited

Executive Summary

BlackBerry Limited reported its fourth quarter and fiscal year 2025 results with a substantial focus on transformation following the divestiture of its Cylance cybersecurity business. Revenue for Q4 came in at $143.9 million, exceeding guidance, with significant contributions from its QNX and Secure Communications divisions generating $65.8 million and $67.3 million respectively. Despite facing challenges, including a decline in year-over-year revenues, management highlighted robust cash flow improvements, achieving $144 million in cash growth primarily from operating cash flows of $42 million and proceeds from the Cylance deal. This analysis demonstrates BlackBerry's shift towards a profitable and cash-flow-positive model as it moves into fiscal year 2026, led by strong performance and strategic focus on its core offerings in safety-critical software solutions and secure communications.

Key Performance Indicators

Revenue
Decreasing
143.90M
QoQ: 0.63% | YoY: -15.99%
Gross Profit
Decreasing
105.90M
73.59% margin
QoQ: -5.45% | YoY: -8.58%
Operating Income
Decreasing
-6.20M
QoQ: -132.63% | YoY: -308.73%
Net Income
Increasing
-7.00M
QoQ: 36.36% | YoY: 87.37%
EPS
Increasing
-0.01
QoQ: 36.56% | YoY: 87.50%

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 -15.5% View
Q4 2025 143.90 -0.01 -16.0% View
Q3 2025 143.00 -0.02 -18.3% View
Q2 2025 145.00 -0.03 +9.9% View