NYSE$BB

BlackBerry Limited · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

BlackBerry's Q3 2025 performance reflected strong revenue in Cybersecurity and IoT divisions, improved profitability, and positive cash flow.

BlackBerry reported strong Q3 2025 results, driven by revenue beats in both Cybersecurity and IoT divisions. The company achieved positive adjusted EBITDA and EPS, with GAAP EPS improving both sequentially and year-over-year. A definitive agreement for the sale of Cylance to Arctic Wolf was announced.

  • Revenue exceeded top end of guidance for both Cybersecurity and IoT.
  • Adjusted EBITDA and adjusted EPS surpassed guidance.
  • GAAP basic EPS improved both sequentially and year-over-year.
  • Positive operating and free cash flow achieved ahead of schedule.

Headline financials

Total Revenue

$143M

Previous: $175M-18.3%
EPS

-$0.02

Previous: $0.01-300.0%
GAAP gross margin

78.0%

No prior period
Capital Expenditures

-$3M

Previous: -$5M+40.0%
Free Cash Flow

-$14M

Previous: -$26M+46.2%
Net Income

-$11M

Previous: -$21M+47.6%
Operating Income

$19M

Previous: -$11M+272.7%
Gross Profit

$112M

Previous: $127M-11.8%
R&D Expense

$27M

Previous: $42M-35.7%
Stock-Based Comp

$6M

Previous: $8M-25.0%

Revenue & EPS history

BlackBerry · Revenue · Quarterly

$143M

Q3 2025-18.3%vs Q3 2024
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 provided revenue and EBITDA guidance for Q4 FY25 and full fiscal year 2025, excluding Cylance business.

Tailwinds

  • Total BlackBerry revenue: $126 – $135 million
  • IoT revenue: $60 – $65 million
  • Secure Communications revenue: $62 – $66 million
  • Licensing revenue: Approximately $4 million
  • Total Company adjusted EBITDA: $10 – $20 million

Headwinds

  • Non-GAAP basic EPS: ($0.01) – +$0.01
  • IoT segment EBITDA: $8 - $10 million
  • Secure Communications segment EBITDA: $4 - $6 million
  • Licensing segment EBITDA: Approximately $3 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 2025

Historical avgQ3 2025

-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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