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Secure Communications Dollar Based Net Retention Rate
Measures how much revenue from existing secure-communications customers grows or shrinks year over year after upsells, downsells, and churn. A rate above 100% signals strong product adoption and expansion within the installed base, while a rate below 100% points to customer loss or contraction that can undermine BlackBerry’s subscription-driven growth.Secure Communications’ net retention sits persistently below 100% (low‑90s), meaning existing customers aren’t generating enough upsell to offset churn; the brief uptick appears linked to a large government expansion and then reverted, underscoring reliance on lumpy deals. Management’s raised guidance and ARR growth show new sales are compensating today, but sustainable, less-volatile growth requires improving retention via reduced churn and stronger cross-sell from initiatives like Alloy Kore/GEM—otherwise revenue will remain swingy and dependent on new or outsized contracts.
Date | Secure Communications Dollar Based Net Retention Rate |
|---|---|
Sep 30, 2026 | 91.00 |
Jun 30, 2026 | 92.00 |
Mar 31, 2026 | 94.00 |
Dec 31, 2025 | 92.00 |
Sep 30, 2025 | 92.00 |
Jun 30, 2025 | 93.00 |
Mar 31, 2025 | 93.00 |