BlackBerry (NYSE: BB) Earnings Preview: QNX Growth and Cybersecurity Momentum

• BlackBerry (NYSE: BB) is set to release its quarterly earnings, with analysts forecasting an EPS of $0.04 on $143.55 million in revenue, aligning with company guidance.
• The company has consistently surpassed earnings estimates, achieving an average beat of 94.6% over the last four quarters, largely due to strong performance in its QNX automotive software segment.
• A significant design win for BlackBerry's Alloy Kore platform with Coretura, a joint venture by Daimler Truck (ETR: DTR) and Volvo Group (STO: VOLV-B), underscores its growing influence in the software-defined vehicle (SDV) market.

BlackBerry (NYSE: BB), a company known for its enterprise software and cybersecurity services, is set to release its quarterly earnings on September 24, 2026. Once a leader in smartphones, the company now focuses on providing intelligent security software and services to enterprises and governments around the world, with a significant presence in the automotive software market.

Wall Street analysts are forecasting an estimated earnings per share (EPS) of $0.04 on revenue of approximately $143.55 million. This aligns with BlackBerry's own guidance, which projects revenues between $137 million and $148 million and a non-GAAP EPS between 3 cents and 4 cents. Historically, BlackBerry has a strong record of exceeding expectations in its quarterly earnings reports.

As highlighted by Zacks Investment Research, BlackBerry has surpassed earnings estimates in each of the last four quarters, achieving an average beat of 94.6%. This strong performance is supported by key developments in its QNX business, which provides software for the automotive industry. The company anticipates QNX revenue to be between $70 million and $75 million for the quarter.

A recent report from Zacks Investment Research notes a significant design win for BlackBerry's Alloy Kore platform with Coretura. Coretura is a software-defined vehicle (SDV) company formed by Daimler Truck and Volvo Group. This deal establishes BlackBerry's software as a foundational layer for next-generation commercial vehicles, strengthening its market position in the SDV sector.

The stock market outlook shows a positive sentiment for BlackBerry. As noted by Invezz, shares have more than doubled in 2026. Options market data from Barchart shows a put-to-call ratio of 0.70, suggesting bullish sentiment and a potential rally of 12.62% in the stock's price. This indicates growing investor confidence in BB stock.

From a valuation standpoint, BlackBerry has a Price-to-Earnings (P/E) ratio of 83.8. The P/E ratio compares a company's share price to its earnings per share. A high P/E can indicate that investors expect higher earnings growth in the future. The company also shows financial stability with a low Debt-to-Equity ratio of 0.29, highlighting its robust financial health.