PodcastEarnings Unscripted: Stock Earnings Calls & AnalysisSeptember 25, 2026

BlackBerry (BB): Building the safety brakes for physical AI [Q2 2027]

BlackBerry's automotive QNX momentum is masking both a one-off profitability boost and a new geopolitical risk in its communications business.

Revenue and EPS beat: BlackBerry posted $163 million in Q2 FY2027 revenue (+26% YoY) and adjusted EPS of $0.07, sharply up sequentially.
Record auto design win: A new commercial-vehicle win, tied to the Alloy Kore software platform, commands roughly 3x the price of BlackBerry's standard QNX operating system.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.