BlackBerry(NYSE) BB

BlackBerry Limited helps carmakers and governments keep digital systems safe. It makes software that protects cars and medical tools from attacks. These tools let organizations send secure messages during emergencies.

Protecting Cars and Conversations

• QNX: Safe software for cars, robots, and medical devices; accounts for 49.2% of revenue for the three months ended Aug. 31, 2026.
• Secure Communications: Tools for safe messaging and mobile device management; accounts for 37.3% of revenue for the three-month period ended Aug. 31, 2026.
• Licensing: Management of roughly 6,100 patents for tech like acoustics and networking; accounts for 13.5% of revenue for the quarter ended Aug. 31, 2026.

Recent Strategic Wins

• Secured its largest design win in QNX history with Coretura for the Alloy Kore vehicle platform.
• Introduced Alloy Kore with Vector Informatik to speed up software-defined vehicle development.
• Renewed the SecuSUITE NIAP Common Criteria certification for government-grade mobile security.
• Added Microsoft Teams and Entra ID integrations to the AtHoc crisis communication platform.

Intelligence and Scale

BlackBerry uses artificial intelligence and machine learning to prevent cyber threats before they happen. Its software now enables more than 275 million vehicles worldwide.

Second Quarter Financial Highlights

• Total revenue was $163.3 million in the three months ended Aug. 31, 2026, up from $129.6 million year over year.
• Net income reached $33.9 million in the three months ended Aug. 31, 2026, up $20.6 million year over year.
• Consolidated gross margin percentage hit 77.8% in the quarter ended Aug. 31, 2026, up 3.3 percentage points year over year.
• Cash, cash equivalents, and investments totaled $447.1 million as of Aug. 31, 2026.
• Free cash flow reached $28.1 million in the quarter ended Aug. 31, 2026, up from $2.6 million year over year.

Bottom Line

BlackBerry has shifted from a mobile phone pioneer to a specialized software company focused on security and automotive technology. Its focus on safety-certified operating systems and secure messaging helps it serve highly regulated industries.