실적호재🔥진행 중
블랙베리 QNX 매출 신기록, Alloy Kore 첫 주요 설계 수주 확보영어 원문
QNX 2분기 매출 8,030만 달러, 전년 동기 대비 27% 증가; Alloy Kore가 Coretura 계약을 따내며 자동차 소프트웨어 사업 강화
첫날 -2.7% · 5일 후 +5.3%
›전개 과정 7회
- 2026-09-10 Company sets date for quarterly earnings, investors await results and guidance
- 2026-09-21 Multiple sources confirm earnings date; options bullish, Cramer buy call lifts shares 5%
- 2026-09-23 Earnings due imminently; focus on QNX and software segment performance
- 2026-09-24 Record QNX revenue, adj. EBITDA up 81%, FY revenue guidance raised
- 2026-09-25 QNX 매출 신기록, 매출 26% 성장, 조정 EBITDA 81% 성장; 차익 실현 매물에 주가 하락
- 2026-09-28 Q2 실행력 양호, QNX 매출 신기록·수익성 개선·현금 창출력 향상으로 연간 전망 상향
- 2026-10-01 QNX 2분기 매출 8,030만 달러, 전년 동기 대비 27% 증가; Alloy Kore가 Coretura 계약을 따내며 자동차 소프트웨어 사업 강화
8-K 공시
8-K: 실적 공시
첫날 +4.2% · 5일 후 +5.2%
이전 이벤트 12건›
실적
실적 발표
첫날 +4.2% · 5일 후 +5.2%
기업호재
Coretura Selects Alloy Kore; BlackBerry Wins Commercial Vehicle Software Platform Deal영어 원문
Coretura, a Daimler Truck-Volvo JV, picks QNX-based Alloy Kore, boosting BB's position in commercial vehicle software
첫날 +1.1% · 5일 후 +1.2%
8-K 공시
8-K: 기타 주요 사항
첫날 +1.1% · 5일 후 +1.2%
제품호재
BlackBerry CEO says robotics among fastest-growing QNX businesses, QNX in 275M vehicles영어 원문
CEO highlights robotics (warehouse, industrial, medical) as key QNX growth driver beyond automotive; QNX embedded in 275M vehicles with $950M royalty backlog.
첫날 +1.8% · 5일 후 +0.5%
M&A·자금조달호재
BB Stock Crosses Above 200-Day MA, Up 125% YTD영어 원문
Technical move and YTD gain confirmed by two sources, no new fundamental facts.
첫날 -1.6% · 5일 후 +0.5%
기업
BlackBerry Execs to Attend Canaccord Growth Conference영어 원문
CEO and CFO to join fireside chat, may offer business updates
첫날 -3.5% · 5일 후 +11.8%
제품호재
BlackBerry SecuSUITE 6.0 Earns Renewed NIAP Common Criteria Certification영어 원문
Multiple sources confirm, reinforcing leadership in sovereign secure communications
첫날 +1.8% · 5일 후 -10.0%
›전개 과정 2회
- 2026-07-21 Independently validated sovereign-grade secure communications certification reinforces leadership
- 2026-07-21 Multiple sources confirm, reinforcing leadership in sovereign secure communications
M&A·자금조달악재
BlackBerry Insider Sells 30,000 Shares영어 원문
Insider Philip Simon Kurtz sold shares at C$15.92 each on July 14, totaling C$477,600
첫날 -1.8% · 5일 후 -4.6%
애널리스트호재
BB Gets Zacks Strong Buy, Multiple Institutions Eye영어 원문
Today: fool.com reports BB pivoted to physical AI, relied on by 275M vehicles, Nvidia partnership for humanoid robots
첫날 -3.4% · 5일 후 -15.9%
›전개 과정 3회
- 2026-07-15 Zacks added BB to its Strong Buy list on July 15, an analyst rating action
- 2026-07-16 Zacks Strong Buy inclusion corroborated by independent sources; separate mentions of physical AI pivot and technical screen inclusion
- 2026-07-16 Today: fool.com reports BB pivoted to physical AI, relied on by 275M vehicles, Nvidia partnership for humanoid robots
실적
BlackBerry CEO addresses memory cost pressure, stresses pure software direct-sales model영어 원문
CEO on Bloomberg responds to HBM price hikes, citing direct software-only model as buffer
첫날 -5.1% · 5일 후 +36.0%
›전개 과정 10회
- 2026-06-18 Multiple independent sources list BB among companies reporting during the week of June 22; exact date not specified.
- 2026-06-20 Multiple independent X accounts share earnings calendars confirming BB reports next week, consistent with prior event
- 2026-06-22 Multiple independent sources confirm earnings window, but no new facts, only repetition of existing event
- 2026-06-23 Multiple sources confirm BB earnings this week; trader adds position, technicals watched
- 2026-06-24 Multiple sources preview earnings and release prep materials, no new substantive results data
- 2026-06-24 Stifel Canada initiates BB with Buy, PT $12, calling it a misdefined leader in 'physical AI'
- 2026-06-25 Revenue beat by $14M, adj EPS $0.04, EBITDA +144% YoY, first positive Q1 operating cash flow in 9 years
- 2026-06-26 Canaccord and TD Securities raise PTs but keep Hold, citing strong print but rich valuation.
- 2026-06-27 Multiple independent accounts flag BB as robotics OS play and relative strength name, extending post-earnings momentum
- 2026-06-29 CEO on Bloomberg responds to HBM price hikes, citing direct software-only model as buffer
8-K 공시
8-K: 실적 공시
첫날 +20.0% · 5일 후 +11.3%
실적
실적 발표영어 원문
Total company revenue reached $153 million in Q1, exceeding guidance and growing 26% year-over-year
첫날 +20.0% · 5일 후 +11.3%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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