BlackBerry (BB): FY27 Q1 earnings call, Jun 25, 2026

On its Jun 25, 2026 earnings call (FY27 Q1), BlackBerry said 5 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 5 settled yes · our count agreed on 10 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Alloy Kore Yes914✓16%transcripts from the transcript model–
Autonomous Yes33✓60%transcripts from the transcript model–
Tailwind Yes22✓60%transcripts from the transcript model–
Nvidia Yes23✓57%transcripts from the transcript model–
Headwind Yes22✓55%transcripts from the transcript model–
NATO No01✓39%transcripts from the transcript model–
Record Revenue No00✓39%transcripts from the transcript model–
Amazon No00✓33%transcripts from the transcript model–
Boston No00✓33%transcripts from the transcript model–
Quantum No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Customer”; 5 quoted, at least 25 words apart.

John Giamatteocompanyprepared

…physical AI. In Secure Communications, we continue to see stabilizing fundamentals combined with tailwinds from growing government demand and the impact of large customer wins.

John Giamatteocompanyprepared

…development licenses are one of the earliest indications of future growth with customers investing in tools as they begin developing new software platforms on QNX.…

John Giamatteocompanyprepared

…which is exactly why it is so hard to replicate and why customers trust it for systems where failure is not an option. In many…

John Giamatteocompanyprepared

…is Alloy Kore. We continue to make encouraging progress in discussions with customers and remain confident of securing our first design win this fiscal year.…

John Giamatteocompanyprepared

…a couple of years ago. We continue to see encouraging trends in customer retention, recurring revenue, and government demand for secure communication solutions. This past…

Where the listed words were said

John Giamatteocompany“Alloy Kore” · prepared

…particularly in GEM and physical AI and the ASP expansion potential from Alloy Kore. Third, we are pleased with the progress we're making with our…

John Giamatteocompany“Autonomous” · qa

…cars are basically robots on wheels. Big computers that are increasingly with autonomous driving, interacting with society. When we put that over towards the GEM…

John Giamatteocompany“Tailwind” · prepared

…design win pipeline. In secure communications, the business remains supported by structural tailwinds, and while some churn remains, it's much lower than in prior quarters.…

John Giamatteocompany“Nvidia” · prepared

…production, reinforcing the long-term visibility of the business. Our strategic partnerships with NVIDIA, Qualcomm, Arm, and other silicon ecosystem leaders continue to strengthen our position…

John Giamatteocompany“Headwind” · prepared

…secure communications continues to evolve from a business once viewed as a headwind into a stable, growing business with meaningful upside when large government opportunities…

Agents: this page as TSV at /api/v1/appearances/blackberry:2026-06-25:earnings_call · words: /api/v1/brief?appearance=blackberry:2026-06-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP