{"id":695444,"date":"2026-05-26T18:56:12","date_gmt":"2026-05-26T18:56:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/695444\/"},"modified":"2026-05-26T18:56:12","modified_gmt":"2026-05-26T18:56:12","slug":"blackberry-is-back-but-this-time-its-about-cars-robots-and-ai","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/695444\/","title":{"rendered":"BlackBerry Is Back, But This Time It\u2019s About Cars, Robots, and AI"},"content":{"rendered":"

BlackBerry (NYSE:BB)<\/a> stock is up more than 110% this year, and for the first time in a long time, Wall Street has a real reason to care.<\/p>\n

This is no longer the failed smartphone company story. Today, BlackBerry\u2019s QNX software powers more than 275 million vehicles worldwide, and the business is finally showing real financial strength.<\/p>\n

In Q4 FY2026, revenue reached $156 million, up 10% year over year and ahead of guidance. Adjusted EPS came in at $0.06 which was above expectations. Gross margins improved to 78.2%, while full-year adjusted EBITDA hit $107.1 million.<\/p>\n

See how Blackberry\u2019s financials compare with its peers<\/a>, Microsoft<\/a>, Motorola Solutions<\/a>, Fastly<\/a>, BGIN Blockchain<\/a>, and Beamr Imaging<\/a>.<\/p>\n

\"processor,<\/a>Photo by ColiN00B<\/a> on Pixabay<\/a><\/p>\n

The biggest change? BlackBerry actually became profitable again. After losing $79 million the previous year, the company posted full-year GAAP net income of $53.2 million. CEO John Giamatteo summed it up simply: \u201cThe turnaround is complete.\u201d<\/p>\n

The real growth engine is QNX. Quarterly QNX revenue climbed 20% to a record $78.7 million, while full-year revenue hit $268 million. Its royalty backlog \u2014 future revenue from signed deals \u2014 has exploded from $460 million in 2022 to roughly $950 million today.<\/p>\n

Automakers like BMW, Volvo, and Mercedes-Benz<\/a> are all expanding their use of QNX in next-generation software-defined vehicles.<\/p>\n

See also, Plug Power\u2019s Hydrogen Bet Is Starting To Look Real Again.<\/a><\/p>\n

Then came Nvidia<\/a>.<\/p>\n

BlackBerry\u2019s expanded partnership with Nvidia in April brought major attention to the stock. QNX is now being integrated with Nvidia\u2019s IGX Thor and Halos Safety Stack for robotics, industrial systems, and physical AI applications. Shares jumped 15% on the announcement.<\/p>\n

QNX is also quietly becoming important outside cars. About 20% of revenue now comes from non-automotive markets, including robotics companies like Boston Dynamics and Agility Robotics.<\/p>\n

Meanwhile, BlackBerry\u2019s Secure Communications business is stabilizing, too. Q4 revenue rose 8% to $72.5 million, helped by renewed government demand. The AtHoc platform recently secured FedRAMP High re-certification, a major cloud security standard used by roughly 80% of U.S. federal agencies. That news alone sent shares up nearly 19% in one day.<\/p>\n

Looking ahead, BlackBerry expects FY2027 revenue between $584 million and $611 million, adjusted EBITDA of up to $130 million, and operating cash flow around $100 million. The company also has $432 million in cash and recently approved a buyback program for 26.8 million shares.<\/p>\n

The next big test comes on June 25 when BlackBerry reports earnings again.<\/p>\n

The bull case is pretty clear now: a profitable software company with nearly $1 billion in backlog, growing exposure to AI and robotics, sticky government contracts, and strong automotive partnerships.<\/p>\n

The risk is that expectations may now be running ahead of reality. Vehicle production delays, slow government spending, or weaker execution could quickly cool the excitement.<\/p>\n

Still, for a company many investors had completely written off, BlackBerry suddenly looks relevant again.<\/p>\n

For investors looking to mitigate the single-stock shocks of a changing economy, the High Quality (HQ) Portfolio<\/a> offers a diversified selection of 30 stocks. The HQ Portfolio has posted more than 105% in cumulative return since inception, outperforming its benchmark with less risk.<\/p>\n","protected":false},"excerpt":{"rendered":"BlackBerry (NYSE:BB) stock is up more than 110% this year, and for the first time in a long…\n","protected":false},"author":2,"featured_media":695445,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,1254,253748,253746,253745,93788,230209,49,48,253747,39998,191756,15256,61],"class_list":["post-695444","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-bb","tag-bgin","tag-blackberry-earnings","tag-blackberry-revenues","tag-blackberry-stock","tag-bmr","tag-ca","tag-canada","tag-fsly","tag-msft","tag-msi","tag-nvda","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/695444","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=695444"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/695444\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/695445"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=695444"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=695444"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=695444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}