BB
BlackBerry’s not dead yet — rude of it to prove that again
BlackBerry popped up with second-quarter fiscal 2027 results, and the headline was refreshingly un-BlackBerry-like: revenue grew 26% year over year. Even better, QNX — the automotive software crown jewel — hit a record, which is the kind of sentence that would have sounded like corporate fan fiction a decade ago.
The real story: software is doing the heavy lifting
If you’re still picturing BlackBerry as the company that made brick phones and tiny keyboards, this is your cue to update the mental file. The company said automotive software demand is expanding, royalty collections are improving, and the overall business is getting enough traction to raise the full-year outlook.
That matters because BlackBerry’s turnaround thesis has always been about becoming a software-and-services company that can actually grow like one. A 26% revenue jump doesn’t mean the comeback parade starts tomorrow, but it does mean this isn’t just hopium in a blazer.
Why investors should care
The market tends to reward two things: momentum and proof. BlackBerry just tossed investors a bit of both.
- Record QNX revenue suggests the auto software engine is still humming.
- A higher full-year outlook hints management sees the second half with a little more confidence.
- Growing royalty income adds another layer of proof that the business has more than one trick left.
Big picture: BlackBerry is still BlackBerry, but the company is increasingly acting like a software story instead of a nostalgia act. And Wall Street loves a plot twist — as long as it comes with numbers.