NYSE$BB

BlackBerry Limited · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

BlackBerry's financial performance reflected sequential revenue growth in the Cybersecurity business unit and temporary delays in the IoT business unit.

BlackBerry reported total company revenue of $373 million with non-GAAP EPS of $0.06 and a GAAP loss per share of $0.02. The Cybersecurity business unit experienced sequential revenue growth, while the IoT business unit faced temporary delays. The company completed the sale of its non-core patent portfolio.

  • Total company revenue reached $373 million.
  • Non-GAAP EPS was $0.06, while GAAP EPS showed a loss of $0.02.
  • Cybersecurity revenue grew sequentially, driven by increased billings and pipeline.
  • IoT revenue was impacted by temporary delays in new program starts.

Headline financials

Total Revenue

$373M

Previous: $168M+122.0%
EPS (adj)

$0.06

Previous: -$0.05+220.0%
Capital Expenditures

-$2M

Previous: -$1M-100.0%
Free Cash Flow

-$13M

Previous: -$182M+92.9%
Net Income

-$11M

Previous: -$181M+93.9%
Operating Income

-$11M

Previous: -$177M+93.8%
Gross Profit

$179M

Previous: $104M+72.1%
Cash & Equivalents

$358M

Previous: $391M-8.4%
Total Assets

$1.67B

Previous: $2.46B-32.0%
Stock-Based Comp

$9M

Previous: $8M+12.5%

Revenue & EPS history

BlackBerry · Revenue · Quarterly

$373M

Q1 2024+122%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

BlackBerry · $153M total across 3 segments · Q1 2027

  • Secure Communications
    $73.6M
  • QNX
    $72.3M
  • Licensing
    $7M

Forward guidance

BlackBerry will discuss its outlook in connection with the quarterly earnings announcement on its earnings conference call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.6%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+1.2%

Avg return

30 days after

49%

33 / 67 earnings

Positive

+22.6%

Q3 2025

Best reaction

-28.9%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+3.7%+12.5%+80.5%
Q3 2026-14.0%-7.9%-10.4%
Q2 2026+8.2%+14.3%+11.9%
Q1 2026-0.7%-4.7%-10.1%
Q4 2025-9.1%-20.6%-6.4%
Q3 2025+22.6%+31.6%+32.6%
Q2 2025+5.4%+1.7%+0.0%
Q1 2025+9.4%+8.0%+10.7%
Q4 2024+2.9%+2.9%+4.6%
Q3 2024-15.0%-15.2%-18.5%
Q2 2024-3.7%-11.0%-30.3%
Q1 2024+6.1%+3.8%-5.9%
Q4 2023+14.6%+16.6%-1.8%
Q3 2023-8.8%-17.3%+0.2%
Q2 2023+0.4%-5.4%-8.9%
Q1 2023+8.1%+7.9%+11.5%
Q4 2022-11.1%-6.3%-24.6%
Q3 2022+6.0%+6.8%+0.1%
Q2 2022+13.1%+8.2%+16.5%
Q1 2022-7.8%-6.8%-22.5%
Q4 2021-8.4%-6.5%-1.5%
Q3 2021-15.7%-12.7%+19.4%
Q2 2021-0.6%-3.5%+6.7%
Q1 2021-4.9%-5.9%-8.8%
Q4 2020-14.1%-17.6%+9.5%
Q3 2020+11.4%+9.5%+15.8%
Q2 2020-25.8%-30.0%-31.2%
Q1 2020-11.0%-9.8%-11.1%
Q4 2019+8.3%+7.9%+3.5%
Q3 2019-6.0%-7.9%+6.9%
Q2 2019+6.3%+3.6%-12.1%
Q1 2019-14.4%-17.1%-12.1%
Q4 2018-7.3%-13.5%-15.7%
Q3 2018+8.6%+6.7%+22.4%
Q2 2018+21.1%+20.5%+15.8%
Q1 2018-7.1%-7.5%-9.2%
Q4 2017+12.2%+14.0%+34.4%
Q3 2017-5.3%-8.9%-7.9%
Q2 2017+0.8%-0.4%-10.0%
Q1 2017-1.0%-3.9%+2.1%
Q4 2016-10.0%
Q3 2016+11.8%
Q2 2016-10.4%
Q1 2016-4.0%
Q4 2015-5.4%
Q2 2015+4.4%
Q3 2015+6.1%
Q1 2015+18.3%
Q4 2014-10.7%
Q2 2014+0.1%
Q3 2014+19.5%
Q1 2014-28.9%
Q4 2013+3.7%
Q3 2013-24.9%
Q2 2013+10.1%
Q1 2013-0.3%
Q4 2012+2.1%
Q3 2012+6.9%
Q2 2012-5.0%
Q1 2012+2.9%
Q4 2011-0.9%
Q3 2011-1.3%
Q2 2011-2.9%
Q1 2011-9.6%
Q4 2008+3.4%
Q4 2009+3.4%
Q4 2010+3.4%

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