BlackBerry is considered a speculative Buy due to its growth prospects driven by its QNX platform and the Alloy Kore middleware. The company has a strong royalty backlog of around $950 million and record development license revenue, indicating solid future growth, although much of this revenue is expected over the long term. The valuation is sensitive to QNX's performance, while Alloy Kore could significantly increase revenue by expanding into new markets beyond automotive. Risks include potential delays in Alloy Kore adoption and execution challenges, but partnerships like Nvidia and company restructuring support a positive long-term outlook.
BlackBerry has announced that its SecuSUITE Server 6.0 and Client 6.0 have been re-certified under the International Common Criteria, meeting the latest NIAP Protection Profiles. This renewal confirms BlackBerry's leadership in providing sovereign-gr...
BlackBerry is experiencing a strong turnaround with Q1 FY2027 revenues rising 26% year-over-year to $152.9 million, led by growth in its QNX and Secure Communications segments. The company also reported margin expansion and beat expectations on both ...
BlackBerry has successfully transitioned from its declining phone business to focus on its QNX automotive software and secure communications segments, both of which have achieved over 20% revenue growth. The company recently reported its first positi...
