Blackberry Limited (BB) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Blackberry Limited  (NYSE: BB)
    Sector  Technology    Industry Software & Programming
   Industry Software & Programming
   Sector  Technology

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Description of Blackberry Limited's Business Segments


BlackBerry Limited is a multinational company known historically for its smartphones but has since transitioned into a software and services provider. Today, its operations are primarily focused on enterprise software and cybersecurity, particularly in sectors that require robust security measures such as government, defense, automotive, and industrial IoT (Internet of Things).

Segments

1. Cybersecurity Solutions:
- Endpoint Security: BlackBerry offers a comprehensive suite of endpoint security solutions designed to protect devices and data across diverse environments, including corporate networks and cloud applications. This includes threat detection, incident response, and security analytics to safeguard sensitive information.
- Identity and Access Management: BlackBerry’s solutions in this area help organizations manage user identities and control access to systems and data. This includes multi-factor authentication, single sign-on capabilities, and identity governance.

2. Enterprise Software:
- Enterprise Mobility Management (EMM): BlackBerrys EMM solutions allow organizations to manage and secure mobile devices, applications, and content. This includes device management, application management, and secure communication channels to facilitate safe mobile operations in the workplace.
- Unified Endpoint Management (UEM): An extension of EMM, UEM integrates management for all endpoints, including desktops and IoT devices, providing a centralized platform for device administration, policy enforcement, and compliance monitoring.

3. Internet of Things (IoT):
- BlackBerry has developed an IoT platform that provides secure connectivity and data management for connected devices. This is especially relevant in industries like automotive, where BlackBerry has created solutions for secure vehicle communication and data sharing.
- BlackBerry QNX: A critical component of its IoT strategy, BlackBerry QNX is an operating system designed for embedded systems and is widely used in automotive applications, security systems, and medical devices for its reliability and safety certifications.

4. Automotive Solutions:
- With the growing importance of connected and autonomous vehicles, BlackBerry offers solutions aimed at ensuring the security of vehicular systems. This includes software for vehicle-to-everything (V2X) communications, infotainment security, and over-the-air updates.

Products and Services

1. BlackBerry Cylance:
- This security solution utilizes artificial intelligence and machine learning to proactively prevent cyber threats across endpoint devices. Cylance provides predictive threat analysis and malware detection before an attack can manifest.

2. BlackBerry Dynamics:
- An EMM solution that allows secure mobile application deployment and management, supporting a variety of mobile applications while ensuring data security. It integrates with existing enterprise infrastructures to provide seamless access without compromising security.

3. BlackBerry Spark:
- A platform that enhances collaboration and secure communication within teams by integrating various tools and applications. Spark offers secure messaging, video conferencing, and team collaboration features designed for enterprise use.

4. BlackBerry Workspaces:
- A secure file-sharing and collaboration platform that enables users to store, edit, and share documents securely. It is especially beneficial for organizations that need to collaborate on sensitive files, using encryption and detailed access controls.

5. BlackBerry IVY:
- This cloud-connected vehicle data platform utilizes edge and cloud computing to offer real-time data insights and analytics for automotive manufacturers and developers. It aims to enhance in-car experiences and support the development of advanced mobility options.

6. BlackBerry QNX:
- An industry-leading software platform for embedded systems, particularly in automotive and industrial applications. QNX is known for its reliability, safety, and high-performance capabilities, serving as the foundation for many safety-critical systems.

Consulting Services:
- BlackBerry provides consulting services to help organizations optimize their cybersecurity strategies, assess vulnerability, and design tailored solutions suited to their unique operational environments.

Conclusion

Overall, BlackBerry Limited has shifted its focus from hardware to software, strongly emphasizing security and management solutions that address the needs of businesses in an increasingly connected and digital world. The firm has positioned itself as a leader in the cybersecurity field, particularly within specialized sectors, while continuing to innovate in the rapidly growing domains of IoT and automotive technologies.


Composition of Blackberry Limited Revenues by Segments

 
QNX    47.29 % of total Revenue
Secure Communication    48.14 % of total Revenue
Licensing    4.58 % of total Revenue
North America    48.27 % of total Revenue
EMEA    29.1 % of total Revenue
Other regions    22.63 % of total Revenue

Q1 three months ended (May 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
QNX 72.30 47.29 %
Secure Communication 73.60 48.14 %
Licensing 7.00 4.58 %
North America 73.80 48.27 %
EMEA 44.50 29.1 %
Other regions 34.60 22.63 %
Total 152.90 100 %




Q1 three months ended (May 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
QNX 25.74 % -
Secure Communication 23.7 % -
Licensing 48.94 % -
North America 34.67 % -
EMEA - -
Other regions 41.8 % -
Total 25.64 % -72.15 %




Q1 three months ended (May 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 8.50 5.56 %




Q1 three months ended (May 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total 347.37 % -84.02 %




Annual Report on Blackberry Limited Divisions, Sales by Country

 
QNX   QNX Segment contribution to total sales 48.81 % of total Revenue
Licensing   Licensing Segment contribution to total sales 4.04 % of total Revenue
North America   North America Segment contribution to total sales 44.65 % of total Revenue
Europe Middle East and Africa   Europe Middle East and Africa Segment contribution to total sales 35.28 % of total Revenue
Deferred Revenue   Deferred Revenue Segment contribution to total sales 92.59 % of total Revenue
Less than 12 months   Less than 12 months Segment contribution to total sales 25.22 % of total Revenue
12 to 24 months   12 to 24 months Segment contribution to total sales 0.42 % of total Revenue
After 24 months   After 24 months Segment contribution to total sales 2.15 % of total Revenue
Secure Communications   Secure Communications Segment contribution to total sales 47.15 % of total Revenue
Other Regions   Other Regions Segment contribution to total sales 20.07 % of total Revenue
Transferred over Time   Transferred over Time Segment contribution to total sales 45.24 % of total Revenue
Transferred at Point in Time   Transferred at Point in Time Segment contribution to total sales 54.76 % of total Revenue


Twelve months ended 2026
BB s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
QNX 268.00 48.81 %
Licensing 22.20 4.04 %
North America 245.20 44.65 %
Total 549.10 100 %
Europe Middle East and Africa 193.70 35.28 %
Deferred Revenue 508.40 92.59 %
Less than 12 months 138.50 25.22 %
12 to 24 months 2.30 0.42 %
After 24 months 11.80 2.15 %
Secure Communications 258.90 47.15 %
Other Regions 110.20 20.07 %
Transferred over Time 248.40 45.24 %
Transferred at Point in Time 300.70 54.76 %


Twelve months ended 2026
BB s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total 53.20 9.69 %

Twelve months ended 2026
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
QNX 13.56 % -
Licensing -15.59 % -
North America -1.41 % -
Total 2.65 % -
Europe Middle East and Africa 2.7 % -
Deferred Revenue 204.25 % -
Less than 12 months -14.24 % -
12 to 24 months -14.81 % -
After 24 months 306.9 % -
Secure Communications -5.03 % -
Other Regions 12.91 % -
Transferred over Time 0.61 % -
Transferred at Point in Time 4.41 % -



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