BB
The comeback tour keeps rolling
BlackBerry is back in the earnings chat, and this time the vibe is less "remember the keyboard phone?" and more "hey, the software business is actually doing something." The company said higher first-quarter results let it lift its fiscal 2027 outlook, with embedded software doing the heavy lifting.
Why the market cares
That matters because BlackBerry has been trying to convince investors it’s not just an old tech brand with nostalgia value. A stronger embedded-software business suggests its products are finding more traction inside vehicles and other connected systems — the kind of recurring revenue story Wall Street likes way more than ancient smartphone memories.
AI is the new shiny object
Management also pointed to expanding opportunities with artificial intelligence. Translation: BlackBerry wants a seat at the table in the next big enterprise-tech hype cycle, not just the automotive one. If that AI angle turns into real contracts instead of slide-deck sparkle, it could help support the longer-term growth pitch.
Big picture
This isn’t one quarter and done, but it is another reminder that BlackBerry’s transformation story is still alive. The key question now: can embedded software and AI keep producing enough momentum to justify that upgraded 2027 outlook, or is this just another temporary boost before the next investor eye-roll?