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Revenue by Segment
Splits sales across BlackBerry’s business lines (software, services, licensing, etc.) to show which segments are growing and which are declining. This makes it easier to judge whether management is shifting the company toward higher-margin, recurring businesses or still exposed to shrinking legacy revenue streams.QNX is the clear growth engine — sustained double‑digit expansion and Rule‑of‑40/50 performance are driving margin improvement and underpinned management’s higher full‑year outlook. Secure Communications is stabilizing with ARR gains but DBNRR below 100% and residual churn mean its growth will be steadier and sometimes lumpy. Licensing is small and irregular but highly profitable, acting as a near‑term earnings lever. Recent beats also reflect outsized government deals, so watch retention metrics and Alloy Kore execution for whether momentum is durable or quarter‑to‑quarter volatile.
Date | Licensing | QNX | Secure Communications |
|---|---|---|---|
Sep 30, 2026 | $22.10M | $80.30M | $60.90M |
Jun 30, 2026 | $7.00M | $72.30M | $73.60M |
Mar 31, 2026 | $4.80M | $78.70M | $72.50M |
Dec 31, 2025 | $6.10M | $68.70M | $67.00M |
Sep 30, 2025 | $6.60M | $63.10M | $59.90M |
Jun 30, 2025 | $4.70M | $57.50M | $59.50M |
Mar 31, 2025 | $8.60M | $65.80M | $67.30M |
Dec 31, 2024 | $6.70M | $62.30M | $74.60M |
Sep 30, 2024 | $5.00M | $54.70M | $66.50M |
Jun 30, 2024 | $6.00M | $53.20M | $64.20M |