BlackBerry Earnings: Stock Drops -9.2% Despite Strong Q1 Beat
Can BlackBerry's ambitious Nvidia partnership for physical AI reverse the sudden stock plunge despite beating quarterly expectations?
BlackBerry Limited provides intelligent software and services to enterprises and governments worldwide. The company operates through three segments: Secure Communications, QNX, and Licensing. The company offers BlackBerry Dynamics, a development platform and secure container for mobile applications; BlackBerry Workspaces a secure Enterprise File Sync and Share (EFSS) solution; BlackBerry Messenger (BBM) Enterprise, an enterprise-grade secure instant messaging solution for messaging, voice, and video; BlackBerry SecuSUITE, a multi-OS voice and text messaging solution; BlackBerry AtHoc, a secure networked critical event management solution; and BlackBerry unified endpoint management (UEM) solutions. It also…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Feb 2026 | $156.0M | — | $24.3M | $0.04 | — | 77.8% | 15.3% |
| Q 2025 Nov 2025 | $141.8M | — | $13.7M | $0.02 | — | 77.5% | 8.8% |
| Q 2025 Aug 2025 | $129.6M | — | $13.3M | $0.02 | — | 74.5% | 9.3% |
| Q 2025 May 2025 | $121.7M | — | $1.9M | $0.00 | — | 74.2% | 1.7% |
| Q 2025 Feb 2025 | $143.9M | — | $-7.0M | $-0.01 | — | 73.6% | 1.5% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can BlackBerry's ambitious Nvidia partnership for physical AI reverse the sudden stock plunge despite beating quarterly expectations?