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BlackBerry: A Deeper Look at Its Automotive QNX Surge, OEM Design Wins & Rising Software Content Per Vehicle!

BlackBerry’s third quarter fiscal year 2026 performance showcased a mix of achievements and challenges across its various divisions. The total company revenue reached $141.8 million, exceeding the high end of their guidance range. This highlights an improvement in financial metrics with adjusted EBITDA at $28.7 million, equating to a 20% margin. Moreover, the company’s GAAP net income improved significantly from the prior year to $13.7 million this quarter, with a non-GAAP EPS of $0.05, surpassing initial forecasts. The QNX division reported a historical peak revenue of $68.7 million, marking a 10% year-over-year increase, primarily driven by royalty growth and rising demand for development seats and professional services. The division also celebrated a milestone with QNX technology being incorporated in over 275 million vehicles globally, an increase of 20 million from the previous year.