Earning Analysis
Welcome to our in-depth analysis of BlackBerry Ltd(BB) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of BlackBerry Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q2 | 2025-09-25 | Pre-Market | 0.01 | 0.04 | +300.00 | 122.03M | 129.60M | +6.20 | +8.90 | +14.29 |
| - | 2025-06-24 | After Hours | 0.00 | 0.02 | - | 521.00M | 121.70M | -76.64 | +12.47 | +5.77 |
| FY2025Q4 | 2025-04-02 | Pre-Market | 0.01 | 0.03 | +200.00 | 132.81M | 141.70M | +6.70 | -9.12 | -23.06 |
| FY2025Q3 | 2024-12-19 | - | -0.03 | 0.01 | +133.33 | 149.87M | 162.00M | +8.09 | -1.00 | +31.23 |
| FY2025Q3 | 2024-12-19 | After Hours | -0.01 | 0.02 | +300.00 | 149.87M | 162.00M | +8.09 | +23.83 | +31.21 |
| FY2025Q2 | 2024-09-26 | After Hours | -0.04 | -0.01 | +75.00 | 140.82M | 145.00M | +2.97 | -0.79 | -8.66 |
| FY2025Q1 | 2024-06-26 | - | -0.06 | -0.04 | +33.33 | 134.05M | 144.00M | +7.42 | -1.34 | +9.37 |
| FY2024Q4 | 2024-04-03 | - | -0.05 | 0.02 | +140.00 | 153.22M | 173.00M | +12.91 | +0.36 | +10.71 |
| FY2024Q3 | 2023-12-20 | - | -0.03 | 0.00 | +100.00 | 180.80M | 175.00M | -3.21 | -2.61 | -15.68 |
| FY2024Q2 | 2023-09-28 | - | -0.03 | -0.06 | -100.00 | 146.95M | 132.00M | -10.17 | -2.66 | -12.68 |
BB Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, BlackBerry Ltd reported performance for FY2026Q2, announced on 2025-09-25. The company achieved an EPS of 0.04, compared to analyst estimates of 0.01 by 300.00% . Revenue for the quarter reached 129.60M compared to expectations of 122.03M by 6.20% .
The stock price reacted with a 8.90% one-day change and a 14.29% five-day change following the earnings release. These movements reflect market reaction in BlackBerry Ltd growth trajectory and strategic initiatives.
BB Earnings Forecast
Looking ahead, BlackBerry Ltd(BB) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q3 project quarter revenue of 137.54M and an EPS of 0.04.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 1.42%, while EPS estimates have been Revise Upward by 49.07%. For the upcoming Q3 2026, revenue estimates have been adjusted Revise Downward by -0.36% . These revisions correlate with a 9.54% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in BlackBerry Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between BB's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+1.42%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+49.07%
In Past 3 Month
Revenue Estimates for Q3 2026
Revise Downward
-0.36%
In Past 3 Month
Stock Price
Go Up
+9.54%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:527.14M
--
EPS Estimate-Annual FY 2026:0.14
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Stock Price4.25
BB Revenue and EPS Performance: A Historical Perspective
BlackBerry Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q2 (2025-09-25,Pre-Market):
EPS: 0.04 (Actual) vs.0.01 (Estimate) (300.00%)
Revenue: 129.60M (Actual) vs. 122.03M (Estimate) (6.20%)
Price Reaction: 8.90%(1-Day), 14.29%(5-Day)
(2025-06-24,After Hours):
EPS: 0.02 (Actual) vs.0.00 (Estimate) (%)
Revenue: 121.70M (Actual) vs. 521.00M (Estimate) (-76.64%)
Price Reaction: 12.47%(1-Day), 5.77%(5-Day)
FY2025Q4 (2025-04-02,Pre-Market):
EPS: 0.03 (Actual) vs.0.01 (Estimate) (200.00%)
Revenue: 141.70M (Actual) vs. 132.81M (Estimate) (6.70%)
Price Reaction: -9.12%(1-Day), -23.06%(5-Day)
Earnings Reaction
The chart below shows how BB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BB sees a +0.46% change in stock price 10 days leading up to the earnings, and a +2.71% change 10 days following the report. On the earnings day itself, the stock moves by -0.20%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in AUG/2025, the stock changed 6.67% on the day following the earnings release and then changed by 4.30% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
BlackBerry Ltd (BB) Q2 2026 Earnings Call Summary
Positive
2025-09-25
The earnings call shows positive financial performance with increased revenue, profitability, and a significant turnaround in net income. The company has a strong growth outlook with a focus on diversifying QNX, expanding secure communications, and maintaining strong margins. The share repurchase plan also supports a positive sentiment. Despite some risks, such as geopolitical dependencies and supply chain issues, the overall sentiment is positive due to strong financial metrics, optimistic guidance, and strategic initiatives. Given the market cap, a 2% to 8% positive stock price movement is expected over the next two weeks.
BlackBerry Ltd (BB) Q1 2026 Earnings Call Summary
Positive
2025-06-24
The earnings call presents a generally positive outlook. The company has achieved its first positive GAAP net income in over 3 years, indicating financial improvement. The guidance remains strong despite potential production disruptions. The QNX division shows promise with new product interest, and a share buyback program is planned, which typically boosts investor confidence. Despite some concerns about market clarity and management's avoidance of specifics, the overall sentiment is positive, with a focus on growth and strategic initiatives. Given the market cap, this should result in a positive stock price movement of 2% to 8%.
BlackBerry Ltd (BB) Q4 2025 Earnings Call Summary
Positive
2025-04-03
The earnings call summary shows strong financial performance across divisions, exceeding guidance in several areas, and a positive cash flow situation. The sale of Cylance and increased cash reserves strengthen the financial position. Despite uncertainties in tariffs and economic factors, management remains optimistic about growth opportunities, particularly in IoT and Secure Communications. The Q&A session did not reveal significant negative sentiment, and the market cap suggests moderate sensitivity to positive news. Overall, the combination of strong results, positive guidance, and strategic initiatives supports a positive stock price movement.
BlackBerry Limited (BB) Q3 2025 Earnings Call Summary
Positive
2024-12-20
The earnings call reveals strong financial performance with revenue exceeding guidance, improved gross margins, and positive cash flow. The sale of Cylance is expected to enhance profitability, and guidance for Q4 shows optimism. Despite a year-over-year decline in cybersecurity revenue, other divisions performed well. The Q&A indicates management is focused on capital allocation and growth, with some uncertainty around FedRAMP timing. Considering the market cap, the stock price is likely to react positively, with a potential increase of 2% to 8% over the next two weeks.
BlackBerry Limited (BB) Q2 2025 Earnings Call Summary
Positive
2024-09-27
The earnings call reveals strong financial performance with IoT and cybersecurity revenue growth, exceeding guidance, and break-even adjusted EBITDA. Cost reductions improve financial health, and the company plans to return to positive cash flow. Positive market strategy with new design wins and strong shareholder value focus. Despite some uncertainties, the Q&A indicates confidence in future growth, particularly in Q4. With a market cap of $1.45 billion, the overall sentiment is positive, suggesting a stock price increase of 2% to 8% over the next two weeks.
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FAQ
What were the key highlights of BB’s latest earnings report for FY2026Q2?
How did BB’s stock price react after the FY2026Q2 earnings release?
What are the revenue and EPS estimates for BB for 2026/Q3?
How does BB’s stock price correlate with earnings forecast revisions?
What should investors expect from BB’s next earnings report?