BB
BlackBerry’s not dead yet
BlackBerry keeps refusing to stay in the fintech graveyard where old tech brands go to nap. On Sept. 24, the company said its fiscal Q2 results beat Wall Street’s expectations, and the stock jumped about 4% as a result.
The real spark? Management lifted its full-year fiscal 2027 guidance after what it called record QNX revenue. That matters because QNX is the automotive software business investors have been eyeing like the last seat on a crowded subway — it’s where BlackBerry’s growth story lives now.
Why investors care
If you own BB, the key question isn’t whether the company can still make security software. It’s whether its embedded systems business can keep winning in cars, where software content per vehicle keeps climbing.
- Q2 beat estimates, which gives the market something to cheer about.
- Fiscal 2027 guidance went up, which is management saying the future looks a little less awkward than before.
- Record QNX revenue suggests the auto-software engine is still running hot.
The road ahead
BlackBerry’s stock has become a case study in “show me, don’t tell me.” One good quarter doesn’t make the whole comeback tour, but it does buy management some credibility — and maybe a little breathing room.
Big picture: if QNX keeps accelerating, BlackBerry’s story stops being about nostalgia and starts looking like a real software turnaround again.