BlackBerry BB Business Segments
| Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Licensing | $7M+48.9% | $4.8M-44.2% | $6.1M-9.0% | $6.6M+32.0% | $4.7M-21.7% | |
| QNX | $72.3M+25.7% | $78.7M+19.6% | $68.7M+10.3% | $63.1M+15.4% | $57.5M+8.1% | |
| Secure Communication | $73.6M+23.7% | —— | $67M-10.2% | $59.9M-9.9% | $59.5M-7.3% | |
| Segment gross margin by Business | ||||||
| Licensing | $5.5M+77.4% | —— | $4.6M-11.5% | $5.1M+50.0% | $3.1M-32.6% | |
| QNX | $61.9M+33.7% | $66.5M+21.6% | $57.4M+7.5% | $52.4M+15.4% | $46.3M+5.9% | |
| Secure Communication | $52.8M+27.5% | —— | $48.4M-10.9% | $39.7M-1.7% | $41.4M-2.4% | |
| Cost of Sales by Business | ||||||
| Licensing | $1.5M-6.3% | $1.5M-6.3% | $1.5M0.0% | $1.5M-6.3% | $1.6M+14.3% | |
| QNX | $10.4M-7.1% | $12.2M+9.9% | $11.3M+27.0% | $10.7M+15.1% | $11.2M+17.9% | |
| Secure Communication | $20.8M+14.9% | —— | $18.6M-8.4% | $20.2M-22.6% | $18.1M-17.0% | |
| Revenue by Geography | ||||||
| Europe, Middle East and Africa | $44.5M+4.7% | $60.6M+26.8% | $50.7M-5.2% | $39.9M-8.5% | $42.5M-2.7% | |
| North America | $73.8M+34.7% | $63.6M-11.4% | $64.5M+3.2% | $62.3M+7.0% | $54.8M-2.5% | |
| Other regions | $34.6M+41.8% | $31.8M+43.9% | $26.6M-3.6% | $27.4M+12.3% | $24.4M+3.8% | |
| Total Revenue Rate by Geography | ||||||
| Europe, Middle East and Africa | 29.1%-5.8pp | 1.4%— | 35.8%-1.5pp | 30.8%-3.7pp | 34.9%-0.5pp | |
| North America | 48.3%+3.3pp | —— | 45.5%+2.0pp | 48.1%+2.0pp | 45%-0.5pp | |
| Other regions | 22.6%+2.5pp | 0.1%— | 18.7%-0.5pp | 21.1%+1.7pp | 20.1%+1.0pp |
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.
