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BlackBerry BB Licensing — Cost of Sales

Other segment segments

Secure Communications
$77.2M-16.7%
Secure Communication
$20.8M+14.9%
QNX
$10.4M-7.1%

Similar metrics at other companies

Steven Madden logo
SHOOLicensing — Cost of sales (exclusive of depreciation and amortization)
$0
Microchip Technology logo
MCHPTechnology Licensing Member — Cost of Sales
$0
Dolby Laboratories, Inc. logo
DLBLicensing — Cost of revenue
$24.04M+22.1%
Eton Pharmaceuticals, Inc. logo
ETONLicense — Cost of Goods Sold
$0-100%
PVH logo
PVHLicensing Segment — Cost of goods sold
$0
Progress Software logo
PRGSSoftware licenses — Cost of revenue
$3.01M+3.0%

Other financials

Income statement

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Revenue$152.9M+25.6%
Gross profit$119.7M+32.6%
Operating income$15.3M+665%
Net income$8.5M+347%
EPS (diluted)$0.01

Balance sheet

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Cash & equivalents$256.8M-7.0%
Total debt$221.1M-0.4%
Total equity$750.7M+3.5%
Total assets$1.2B+2.5%

Cash flow

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Operating cash flow$4.6M+126%
CapEx$2.9M+222%
Free cash flow$1.7M+109%

Valuation

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Market cap$5.05B+101%
Enterprise value$5.02B+104%
P/E84.5×
P/S8.7×+4.0×

Profitability

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Gross margin77.1%+3.0pp
Operating margin10.6%
Net margin10.3%+7.4pp
FCF margin11.6%+9.5pp

Returns & leverage

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Return on equity8.1%+5.9pp
Debt / equity0.3×0.0×
Current ratio2.2×+0.1×

Where this comes from

Reported directly by BlackBerry in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The official record: BlackBerry’s 10-Q, filed June 25, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is BlackBerry's licensing — cost of sales?
BlackBerry (BB) reported licensing — cost of sales of $1.5M in Q1 2026.
How has BlackBerry's licensing — cost of sales changed year-over-year?
BlackBerry's licensing — cost of sales decreased by 6.3% year-over-year, from $1.6M to $1.5M.
What is the long-term trend for BlackBerry's licensing — cost of sales?
Over 3 years (2023 to 2026), BlackBerry's licensing — cost of sales has grown at a -19.1% compound annual growth rate (CAGR), from $11.5M to $6.1M.
What does licensing — cost of sales mean?
This metric captures the direct costs associated with maintaining and enforcing the intellectual property portfolio, including legal fees, patent maintenance costs, and related administrative overhead. Monitoring these costs is essential for understanding the profitability of the licensing business model.