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May 31, 2024

BlackBerry Q1 2025 Earnings Report

Exceeded quarterly revenue guidance for both IoT and Cybersecurity divisions, delivered sequential improvement in key Cybersecurity ARR and DBNRR metrics, and exceeded guidance for adjusted EBITDA and non-GAAP earnings per share.

Key Takeaways

BlackBerry's Q1 2025 results show progress towards profitability and operational independence for its IoT and Cybersecurity businesses. The company exceeded revenue guidance for both IoT and Cybersecurity divisions and achieved sequential improvement in free cash usage. BlackBerry remains on track to be profitable on a non-GAAP basis and generating positive cashflow in the fourth quarter.

Exceeded quarterly revenue guidance for both IoT and Cybersecurity divisions

IoT achieves 18% year over year revenue growth in the quarter

Delivers sequential improvement in key Cybersecurity ARR and DBNRR metrics

Exceeds guidance for adjusted EBITDA and non-GAAP earnings per share

Total Revenue
$144M
Previous year: $373M
-61.4%
EPS
-$0.03
Previous year: $0.06
-150.0%
Gross Profit
$84M
Previous year: $179M
-53.1%
Cash and Equivalents
$143M
Previous year: $358M
-60.1%
Free Cash Flow
-$16M
Previous year: $97M
-116.5%
Total Assets
$1.32B
Previous year: $1.67B
-21.0%

BlackBerry

BlackBerry

Forward Guidance

BlackBerry is providing the following guidance for the second quarter (ending August 31, 2024) and the full fiscal year 2025 (ending February 28, 2025).