BlackBerry BB Business Segments
| Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Licensing | $7M+45.8% | $4.8M-21.3% | $6.1M-7.6% | $6.6M+40.4% | $4.7M-45.3% | |
| QNX | $72.3M-8.1% | $78.7M+14.6% | $68.7M+8.9% | $63.1M+9.7% | $57.5M-12.6% | |
| Secure Communication | $73.6M— | —— | $67M+11.9% | $59.9M+0.7% | $59.5M— | |
| Segment gross margin by Business | ||||||
| Licensing | $5.5M— | —— | $4.6M-9.8% | $5.1M+64.5% | $3.1M-66.3% | |
| QNX | $61.9M-6.9% | $66.5M+15.9% | $57.4M+9.5% | $52.4M+13.2% | $46.3M-15.4% | |
| Secure Communication | $52.8M— | —— | $48.4M+21.9% | $39.7M-4.1% | $41.4M— | |
| Cost of Sales by Business | ||||||
| Licensing | $1.5M0.0% | $1.5M0.0% | $1.5M0.0% | $1.5M-6.3% | $1.6M0.0% | |
| QNX | $10.4M-14.8% | $12.2M+8.0% | $11.3M+5.6% | $10.7M-4.5% | $11.2M+0.9% | |
| Secure Communication | $20.8M— | —— | $18.6M-7.9% | $20.2M+11.6% | $18.1M— | |
| Revenue by Geography | ||||||
| Europe, Middle East and Africa | $44.5M-26.6% | $60.6M+19.5% | $50.7M+27.1% | $39.9M-6.1% | $42.5M-11.1% | |
| North America | $73.8M+16.0% | $63.6M-1.4% | $64.5M+3.5% | $62.3M+13.7% | $54.8M-23.7% | |
| Other regions | $34.6M+8.8% | $31.8M+19.5% | $26.6M-2.9% | $27.4M+12.3% | $24.4M+10.4% | |
| Total Revenue Rate by Geography | ||||||
| Europe, Middle East and Africa | 29.1%+27.7pp | 1.4%-34.4pp | 35.8%+5.0pp | 30.8%-4.1pp | 34.9%— | |
| North America | 48.3%— | —— | 45.5%-2.6pp | 48.1%+3.1pp | 45%+43.5pp | |
| Other regions | 22.6%+22.5pp | 0.1%-18.6pp | 18.7%-2.4pp | 21.1%+1.0pp | 20.1%— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does BlackBerry break its business down?
- BlackBerry (BB) reports revenue by business across 4 parts — Licensing, QNX, Secure Communication and Secure Communications. Each is extracted from the segment footnotes and tracked over time.
- Where does BlackBerry's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in BlackBerry's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
