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Aug 31, 2022

BlackBerry Q2 2023 Earnings Report

Delivered strong year-over-year revenue growth for IoT business unit and double-digit sequential billings growth for Cybersecurity business unit.

Key Takeaways

BlackBerry reported a solid second quarter, delivering revenue in line with expectations and EPS ahead of expectations. The IoT business continues to gain market share, while the Cybersecurity business delivered double-digit sequential billings growth.

Total company revenue was $168 million.

IoT revenue was $51 million, a 28% increase year-over-year, with gross margin of 82%.

Cybersecurity revenue was $111 million, an 8% decrease year-over-year, with gross margin of 55% and ARR of $321 million.

Cybersecurity billings increased 15% sequentially to $102 million and grew 6% year-over-year in the first half of the fiscal year.

Total Revenue
$168M
Previous year: $175M
-4.0%
EPS
-$0.05
Previous year: -$0.06
-16.7%
Gross Profit
$106M
Previous year: $112M
-5.4%
Cash and Equivalents
$431M
Previous year: $291M
+48.1%
Free Cash Flow
-$27M
Previous year: $13M
-307.7%
Total Assets
$2.38B
Previous year: $2.63B
-9.5%

BlackBerry

BlackBerry

Forward Guidance

BlackBerry will discuss its fiscal year 2023 outlook in connection with the quarterly earnings announcement on its earnings conference call.