BlackBerry delivered a robust fiscal year with sustained growth, record revenues, and a continued shift toward profitability, underscoring its transformation into a resilient, growth-oriented company driven by its QNX platform.
- QNX revenue exceeded $78.7 million in Q4, up 20% YoY, with a record quarter for royalties and development revenue, and a growing royalty backlog near $950 million.
- The company reports consistent annual growth in QNX, emphasizing a durable, Rule of 40 business backed by a strong pipeline, backlog, and multi-year design wins, especially in automotive and emerging markets.
- Strategic wins include deployments with a major Chinese Tier 1 supplier, a North American top automaker, and a European OEM, reinforcing leadership in digital cockpit and ADAS systems.
- Alloy Core platform progressing toward general release, with OEM discussions ongoing and potential for substantial ASP expansion, representing a key growth accelerator.
- The company maintains a positive outlook for FY2027, expecting continued double-digit growth driven by backlog expansion and new design wins.
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