NYSE$BB

BlackBerry Limited · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Delivered sequential and year-over-year revenue growth in both IoT and Cybersecurity, non-GAAP earnings per share beat expectations, and operating cash usage improved significantly sequentially.

BlackBerry reported a good quarter with solid revenue growth in the IoT business and strong design win momentum. The Cybersecurity business also saw a strong quarter, securing large strategic deals with leading government agencies that drove strong sequential revenue growth and margin expansion. The company is working to fully separate and rightsize its businesses, expecting to further reduce operating cashflow usage in Q4.

  • Total company revenue was $175 million.
  • IoT revenue was $55 million, a 12% sequential and 8% year-over-year increase.
  • Cybersecurity revenue was $114 million, a 44% sequential and 8% year-over-year increase.
  • Non-GAAP basic earnings per share of $0.01 and GAAP basic loss per share of $0.04.

Headline financials

Total Revenue

$175M

Previous: $169M+3.6%
EPS (adj)

$0.01

Previous: -$0.05+120.0%
Capital Expenditures

-$5M

Previous: -$5M+0.0%
Free Cash Flow

-$26M

Previous: -$9M-188.9%
Net Income

-$21M

Previous: -$4M-425.0%
Operating Income

-$11M

Previous: -$2M-450.0%
Gross Profit

$127M

Previous: $109M+16.5%
Cash & Equivalents

$210M

Previous: $255M-17.6%
Total Assets

$1.4B

Previous: $2.19B-36.2%
R&D Expense

$42M

No prior period
Stock-Based Comp

$8M

No prior period

Revenue & EPS history

BlackBerry · Revenue · Quarterly

$175M

Q3 2024+3.6%vs Q3 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 is providing the following guidance for the fourth quarter of fiscal 2024 (ending February 29, 2024).

Tailwinds

  • Total BlackBerry revenue: $150 - $159 million
  • IoT revenue: $62 - $66 million
  • Cyber revenue: $83 - $88 million
  • Licensing & Other revenue: Approximately $5 million

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 Q3 2024

Historical avgQ3 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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