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Feb 28, 2023

BlackBerry Q4 2023 Earnings Report

BlackBerry reported Q4 2023 results, beating non-GAAP EPS expectations and setting a new record for QNX royalty backlog.

Key Takeaways

BlackBerry's Q4 2023 results showed a total revenue of $151 million, with IoT revenue at $53 million and Cybersecurity revenue at $88 million. The company reported a non-GAAP basic loss per share of $0.02 and a GAAP basic loss per share of $0.85, primarily due to a non-cash goodwill and long-lived asset impairment charge. A new patent sale transaction with Malikie Innovations Limited was announced for up to $900 million.

Total company revenue was $151 million.

IoT revenue was $53 million with a gross margin of 81% and QNX royalty backlog of approximately $640 million.

Cybersecurity revenue was $88 million with a gross margin of 59% and ARR of $298 million.

Announced new patent sale transaction with Malikie Innovations Limited for up to $900 million.

Total Revenue
$151M
Previous year: $185M
-18.4%
EPS
-$0.02
Previous year: $0.01
-300.0%
Gross Profit
$100M
Previous year: $124M
-19.4%
Cash and Equivalents
$295M
Previous year: $378M
-22.0%
Free Cash Flow
-$12M
Previous year: $7M
-271.4%
Total Assets
$1.68B
Previous year: $2.57B
-34.6%

BlackBerry

BlackBerry

Forward Guidance

BlackBerry will provide fiscal year 2024 outlook in connection with the quarterly earnings announcement on its earnings conference call.