Slide 1: Q4 and Fiscal Year 2026 Earnings Conference Call & Webcast
Q4 and Fiscal Year 2026 Earnings Conference Call & Webcast April 9, 2026 www.BlackBerry.com NYSE: BB TSX: BB © 2026 BlackBerry. All Rights Reserved 1
Slide 2: Cautionary Statements
Cautionary Statements Some of the statements made within this presentation constitute forward-looking statements and are made pursuant to the safe harbor provisions of applicable U.S. and Canadian securities laws. Forward-looking statements are indicated by using words such as expect, will, should,
Slide 3: John Giamatteo, Chief Executive Officer
John Giamatteo Chief Executive Officer © 2026 BlackBerry. All Rights Reserved 3
Slide 4: BlackBerry: The Turnaround is Complete
BlackBerry: The Turnaround is Complete Secure Communications Total Revenue: QNX Full FY26 Growth: Net Cash: Y/Y Q4 Growth: $549.1M up 14% $232.4M up 8% for FY26 "Rule of 40“1 year strong balance sheet Q4: first growth quarter since Q1 FY25 Operating Momentum • QNX re-accelerated to double-digit grow
Slide 5: BlackBerry: Q4 and FY2026 Highlights
BlackBerry: Q4 and FY2026 Highlights Strong Finish to a Defining Year Secure QNX Revenue: Total Adjusted 8th Consecutive Qtr Communications $268.0M EBITDA: 20% Improvement Revenue: $258.9M up 14% Y/Y margin for the year GAAP Net Income QNX achieved "Rule of Secure Communications Meaningful operating
Slide 6: QNX: Q4 and FY2026
QNX: Q4 and FY2026 Record Revenue, "Rule of 40“1 Year Q4 Revenue: FY Revenue: Q4 Adj. EBITDA Royalty Backlog: $78.7M $268.0M Margin: 27% ~$950M >2x annual up 20% Y/Y - record quarter up 14% Y/Y “Rule of 40”1 achieved royalty recognition Automotive General Embedded (GEM) • Design wins exceeded intern
Slide 7: QNX: Broad-Based Momentum in Automotive and General Embedded
QNX: Broad-Based Momentum in Automotive and General Embedded Automotive Wins General Embedded Wins and Momentum • A tier-one supplier for the Chinese market deploying • Major North American industrial automation OEM QNX on Axera’s SOCs across Smart Sensors for adopting GEDP for control systems multi
Slide 8: BlackBerry QNX: Foundational Platform for Physical AI
BlackBerry QNX: Foundational Platform for Physical AI What is Why Execution and Physical AI? BlackBerry QNX? Near-Term Milestones • AI systems that act in • Trusted foundation for mission-critical systems • Enabling the transition to the real world, not just - Deep track record in automotive safety
Slide 9: Secure Communications: Q4 and FY2026
Secure Communications: Q4 and FY2026 From Headwind to Meaningful Tailwind Q4 Revenue: Q4 Adj. EBITDA Annual Recurring Dollar-Based Net $72.5M Margin: 27% Revenue: $218M Retention Rate: 94% up 8% Y/Y - first growth quarter near “Rule of 40”1 quarter up 5% Y/Y up 1 percentage point Y/Y since Q1 FY25 D
Slide 10: QNX: Our Competitive Moat is Durable and Deep
QNX: Our Competitive Moat is Durable and Deep Multi-Layered, defensible, and AI-resilient Consumption-Based Pricing • QNX earns royalties on every unit shipped, not seat-based licenses • Revenue scales directly with number of systems powered by QNX across automotive and general embedded markets Trus
Slide 11: Tim Foote, Chief Financial Officer
Tim Foote Chief Financial Officer © 2026 BlackBerry. All Rights Reserved 11
Slide 12: Q4 and FY 2026 Financial Highlights
Q4 and FY 2026 Financial Highlights $ in millions except per share amounts Q4 FY2026 Full FY2026 Total Revenue $156.0M up 10% Y/Y; returns to top-line growth $549.1M up 3% Y/Y QNX Revenue $78.7M up 20% Y/Y; record quarter $268.0M up 14% Y/Y Secure Communications Revenue $72.5M up 8% Y/Y $258.9M Lice
Slide 13: Balance Sheet and Capital Allocation
Balance Sheet and Capital Allocation Q4 Cash Generation Summary: Total Q4 cash generation in excess of $80M1 Balance Sheet Share Buyback Capital Priorities Total cash and investments: Shares repurchased in Q4: Organic investment $432.4M $25M in QNX growth, automotive and GEM 6.7M shares Net cash: Op
Slide 14: Q1 and FY 2027 Outlook
Q1 and FY 2027 Outlook $ in millions except per share amounts Q1 FY2027 Full FY2027 Total Revenue $132 — $140M $584 — $611M QNX Revenue $60 — $64M $290 — $307M Secure Communications Revenue $66 — $70M $270 — $280M Licensing Revenue ~$6M ~$24M Total Adj EBITDA $14 — $22M $110 — $130M QNX Adj EBITDA $
Slide 15: BlackBerry Investment Case
BlackBerry Investment Case Turnaround Complete, Growth Story Underway • 8th consecutive quarter of improving GAAP net income and ongoing margin expansion • FY27 guidance points to expanded Revenue, Adj. EBITDA, and non-GAAP EPS growth QNX: “Rule of 40”1, High-Visibility Growth Engine • FY26 “Rule of
Slide 16: Q&A
Q&A © 2026 BlackBerry. All Rights Reserved 16
Slide 17: Thank You
Thank You © 2026 BlackBerry. All Rights Reserved 17