BlackBerry has raised the lower end of its fiscal 2026 revenue forecast, pointing to sustained demand for its BlackBerry cybersecurity software as organizations increase spending to defend against more complex and frequent cyber threats. The updated outlook reflects steady execution across the company’s software portfolio and growing relevance in a threat landscape shaped by automation and artificial intelligence.
The company now expects full-year revenue between $531 million and $541 million, up from its earlier range of $519 million to $541 million. The revised forecast signals confidence in near-term demand, particularly from enterprises prioritizing secure systems and resilient infrastructure.
BlackBerry also reported quarterly results that exceeded market expectations, reinforcing its position as a cybersecurity-focused software provider after years of moving away from hardware.
Cybersecurity spending drives stronger-than-expected results
For the third quarter ended November 30, BlackBerry posted revenue of $141.8 million. This figure came in above analysts’ expectations of $137.4 million, according to data compiled by LSEG. The performance highlights continued customer investment in security tools, including BlackBerry cybersecurity software, designed to protect data, devices, and networks from advanced attacks.
Rising digital exposure across industries has increased the need for endpoint security, secure communications, and threat monitoring. BlackBerry has positioned its software offerings to address these needs, particularly as attackers adopt more automated and AI-assisted methods.
The company’s BlackBerry cybersecurity software solutions focus on prevention, detection, and response across connected systems. As businesses modernize their IT environments and support remote and hybrid work models, demand for integrated security platforms has remained strong.
BlackBerry’s results suggest that cybersecurity budgets remain a priority even as companies balance broader technology spending decisions.
QNX growth strengthens BlackBerry’s software footprint
A key contributor to BlackBerry’s performance was its QNX division, which develops embedded software used in automotive and industrial systems. The company said more than 275 million vehicles worldwide now run on QNX technology, underscoring its growing presence in connected and software-defined vehicles.
Revenue from the QNX segment rose 10 percent year over year to $68.7 million in the reported quarter. The growth reflects increased adoption of embedded systems that require high levels of reliability and security, especially as vehicles become more connected and autonomous features expand.
QNX software is designed to support real-time operations and safety-critical environments. This makes it particularly relevant as automotive manufacturers integrate advanced driver assistance systems, infotainment platforms, and over-the-air update capabilities.
The expansion of QNX also aligns with broader cybersecurity concerns. Connected vehicles and embedded systems are increasingly seen as potential attack surfaces, driving demand for secure and certified operating environments.
Outlook signals steady momentum into the next quarter
Looking ahead, BlackBerry expects fourth-quarter revenue to fall between $138 million and $148 million. The midpoint of this range aligns closely with analyst expectations of $143.4 million, suggesting stable momentum as the company moves toward the end of its fiscal year.
The maintained upper end of the full-year forecast, combined with the higher lower bound, reflects improved visibility into customer demand. It also suggests confidence in BlackBerry’s ability to execute across its BlackBerry cybersecurity software and embedded software businesses.
For cybersecurity-focused enterprises, BlackBerry’s outlook highlights how persistent threat activity continues to shape technology investment decisions. The company’s transition from hardware to software and services has allowed it to align more closely with long-term security needs across industries.
As cyber attacks grow more sophisticated and interconnected systems expand across sectors like automotive, healthcare, and critical infrastructure, demand for trusted security software, including BlackBerry cybersecurity software, is expected to remain strong. BlackBerry’s latest forecast and quarterly results indicate that it is benefiting from these structural trends while reinforcing its role in the evolving cybersecurity ecosystem.
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