u/uncle-ice493 ·
Reddit — r/stocks
· 2026년 4월 24일, 20:45
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As a company that pioneered mobile business phones and dominated in the early 2000’s, to then becoming apart of the meme stock saga in 2021, to now making a successful pivot to High-Margin Software (especially QNX embedded systems & Secure Communications)
Currently the stock is up
\- 33.51% year to date
\- 53.61% on the year
Recently had a strong Q4 Earnings.
\- Revenue hit $156 million (+10% year over year)
\- Full year revenue at $549.1 Million (+3%)
QNX (Real Time OS for automotive, robotics, etc.)record revenue of $78.7 million in Q4 (+20% year over year)
Secure Communications grew 8% to $72.5M with ARR up to $218M.
\- has strong demand from governments and defense (digital sovereignty, NATO budgets) SecuSUITE integrations for naval fleets and certifications are driving growth.
GAAP net income turned positive, operating cash flow was robust ($45.6M in Q4), and the company ended with a solid cash position $432 million.
[https://www.marketbeat.com/instant-alerts/blackberry-target-of-unusually-large-options-trading-nysebb-2026-04-09/](https://www.marketbeat.com/instant-alerts/blackberry-target-of-unusually-large-options-trading-nysebb-2026-04-09/)
[https://stockstotrade.com/news/blackberry-limited-bb-news-2026\_04\_16/](https://stockstotrade.com/news/blackberry-limited-bb-news-2026_04_16/)
A promising 2027
\- Revenue projected at $584m-611m (which would be a 6-11% growth)
\- Q1 revenue guidance topped estimates which signals confidence in sustained momentum
[https://www.reuters.com/business/blackberry-forecasts-upbeat-quarterly-revenue-says-turnaround-complete-2026-04-09/](https://www.reuters.com/business/blackberry-forecasts-upbeat-quarterly-revenue-says-turnaround-complete-2026-04-09/)
QNX is now in 275 million vehicles globally. Royalty backlog grew to $950 million
\- Partnered with Nvidia in April 2026
\- Leapmotor's premium D19 EV SUV (production starting April 2026, building on prior C11 partnership).
\- BMW's next gen "Neue Klasse" platform for safety-critical systems.
\- TKMS (German naval defense) for next-gen platforms, including Canada's future submarines (expanding beyond autos into defense)
\- Collaboration with Vector on Alloy Kore (production ready software platform for software-defined vehicles, unveiled at CES 2026). Potential for higher ASP per vehicle.
Balance Sheet & Capital Returns
\- Ongoing share buybacks (part of a program up to 27.8 million shares through May 2026, roughly $60 million already executed)
\- Additional cash inflows expected ($30M deferred payment in May 2026 from a prior Malikie-related transaction).
[https://www.stocktitan.net/news/BB/black-berry-reports-fourth-quarter-and-full-fiscal-year-2026-na3inuqf5na8.html](https://www.stocktitan.net/news/BB/black-berry-reports-fourth-quarter-and-full-fiscal-year-2026-na3inuqf5na8.html)
Future Catalysts include:
\- Monetization of QNX Backlog
\- Defense & Sovereignty demand Expanding government/defense wins (TKMS, SecuSUITE) benefit from rising budgets and on prem security needs.
\- Partnerships (NVIDIA mentions in sentiment) position. QNX for Al deployment in critical systems/ robots.
\- Q1 Earnings