BlackBerry Limited (BB.US) Fiscal Year 2027 Second Quarter Earnings Conference Call
Live time: Sep 24, 2026 12:00
BlackBerry Limited (BB.US) Fiscal Year 2027 Second Quarter Earnings Conference Call
Live time: 09/24/2026 12:00:00
黑莓 (BB.US) 2027 财年第二季度业绩电话会
Summary
00:28
Opening Remarks by Betsy
Betsy, the host, welcomed participants to BlackBerry's FY2027 Q2 earnings call, introduced the format of the call, and noted the arrangement for a Q&A session at the end of the meeting.
01:10
Opening Remarks by Suzanne Spera
Suzanne Spera, Senior Director of Investor Relations at BlackBerry, introduced CEO John DeMatteo and CFO Tim Foote, explained forward-looking statements disclaimers, and detailed the non-GAAP metrics to be discussed during the call.
03:29
Business Overview by CEO John DeMatteo
CEO John DeMatteo reported strong Q2 performance with 26% revenue growth, 81% growth in adjusted EBITDA, $29M in operating cash flow, and positive GAAP net income for the sixth consecutive quarter. He highlighted milestone achievements, including record performance in QNX and the largest design order in BlackBerry’s history.
04:53
QNX Performance Highlights by CEO John DeMatteo
John DeMatteo detailed QNX’s record quarterly revenue of $80M, reflecting 27% year-over-year growth. He emphasized milestones such as exceptional growth in DesignWins, healthy licensing fees, and progress in transitioning to higher-value markets including software-defined vehicles.
20:49
Financial Summary by CFO Tim Foote
CFO Tim Foote detailed BlackBerry's Q2 financial performance, highlighting 26% revenue growth to $163M, a doubling of adjusted EBITDA to $47M, and positive GAAP net income of $34M. He described contributions from QNX and Secure Communications segments.
27:18
Guidance Update by CFO Tim Foote
Tim Foote raised FY2027 revenue outlook to $616M-$636M (up $19M) and adjusted EBITDA forecast to $158M (up 43% YoY). He also provided Q3 guidance, including revenue of $143M-$154M and adjusted EBITDA of $28M-$37M, reflecting strong momentum.
33:44
CEO Closing Remarks
CEO John DeMatteo summarized three key points: robust financial model, expanding QNX opportunities, and strategic flexibility for investments and M&A. He reiterated confidence in BlackBerry’s long-term growth trajectory.
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