BlackBerry’s QNX automotive software business posted record quarterly revenue, growing faster than the company overall as its results increasingly reflect a shift beyond smartphones and toward vehicle technology.
QNX generated $80.3 million in the three months ended Aug. 31, 2026, up 27% from the year-earlier quarter, BlackBerry said in its earnings release. The company called it a quarterly record and said strength in its core automotive business drove the result. QNX’s growth was one percentage point above the company’s overall revenue increase. The period was BlackBerry’s second quarter of fiscal 2027.
Total revenue rose 26% to $163.3 million. Secure Communications revenue increased 2% to $60.9 million. Companywide adjusted EBITDA reached $47 million, up 81%, while QNX adjusted EBITDA rose 41% to $29 million. BlackBerry identifies adjusted EBITDA as a non-GAAP measure.
Unless otherwise indicated, figures are reported in U.S. dollars and prepared under U.S. generally accepted accounting principles (GAAP), the company said. BlackBerry’s current corporate materials present QNX and Secure Communications as two divisions, while its quarterly release also lists a Licensing segment. The company says its Secure Communications products are deployed in all seven Group of Seven countries and 18 of the Group of 20.
CEO John Giamatteo discussed the company’s focus in a Fox Business interview, saying it should “simplify what you’re doing.” He also described BlackBerry as “a different company than we were from the device days.” Giamatteo told the outlet that the company now centers on automotive software and secure communications.
The change has a longer history. In its FY2015/FY2016 corporate responsibility report, BlackBerry said it had ended in-house hardware development and turned device development over to outside manufacturers while licensing them its brand. The report described that transition as part of a move from hardware toward software and services.
BlackBerry’s investor relations site lists Dec. 17, 2026, as the planned date for its Q3 FY2027 earnings report. The company says earnings dates are approximate.
