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黑莓BlackBerry(BB)2026财年第三季度财报电话会议纪要(英文版)(10页).pdf

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1、1 BlackBerry Thursday,December 18,2025,5:30 PM ET BlackBerry Q3 FY26 Earnings Conference Call Thursday,December 18,2025,5:30 PM ET CORPORATE PARTICIPANTS Martha Gonder-Director of Investor Relations John Giamatteo-Chief Executive Officer Tim Foote-Chief Financial Officer 2 BlackBerry Thursday,Decemb

2、er 18,2025,5:30 PM ET PRESENTATION Operator Good afternoon and welcome to the BlackBerry Third Quarter Fiscal Year 2026 Results Conference Call.My name is Nick,and I will be your conference moderator for todays call.During the presentation,all participants will be in a listen-only mode.We will be fa

3、cilitating a brief question and answer session towards the end of the conference.Should you need assistance during the call,please signal a conference specialist by pressing star,zero.As a reminder,this conference is being recorded for replay purposes.I would now like to turn todays call over to Mar

4、tha Gonder,Director of Investor Relations,BlackBerry.Please go ahead,maam.Martha Gonder Thank you,Nick.Good afternoon,everyone,and welcome to BlackBerrys Third Quarter Fiscal Year 2026 Earnings Conference Call.Joining me on todays call is BlackBerrys Chief Executive Officer,John Giamatteo,and Chief

5、Financial Officer,Tim Foote.After I read our cautionary note regarding forward-looking statements,John will provide a business update,and Tim will review the financial results.We will then open the call for a brief Q&A session.This call is available to the general public via call in numbers and via

6、webcast in the investor information section at .A replay will also be available on the website.Some of the statements well be making today constitute forward-looking statements and are made pursuant to the Safe Harbor Provisions of applicable US and Canadian securities laws.Well indicate forward loo

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1. **Q3业绩超预期**:总营收1.418亿美元,高于指引上限;调整后EBITDA 2870万美元(毛利率20%),连续三季度实现GAAP盈利。 2. **QNX创新高**:营收6870万美元(同比增10%),创历史纪录;车载系统装机量达2.75亿辆(同比增2000万),SDP 8.0平台获多家车企采用。 3. **安全通信稳健**:营收6700万美元,超指引上限;ARR增至2.16亿美元,DBNRR达92%。 4. **现金流强劲**:运营现金流1790万美元(同比增3倍),自由现金流1700万美元,现金储备3.775亿美元。 5. **上调全年指引**:总营收预期53.1亿-54.1亿美元( midpoint上调600万美元),调整后EBITDA预期9.4亿-1.04亿美元(midpoint上调750万美元)。
**QNX增长动力?** **安全通信前景?** **中国EV市场突破?**
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