BlackBerry (BB)
Profitable Growth Inflection
Photo: Michael Pereira · CC BY-SA 4.0 · source
Report summary
- Rating
- Summit members
- Latest catalyst
- Q1 FY2027 print25 Jun 2026
- Catalyst verdict
- Summit members
- Sector
- Embedded automotive software / secure communications
- Narrative phase
- Phase 4
- Updated
- 25 Jun 2026
BlackBerry (BB) has completed a multi-year turnaround, moving from a melting ex-smartphone legacy business into a profitable growth story built on QNX automotive software and Secure Communications. CEO John Giamatteo, in the role since December 2023, split the company into QNX, Secure Communications and Licensing segments, cut more than $150 million of costs, and sold Cylance to Arctic Wolf in a transaction that closed around February 2025.
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