BlackBerry (BB): FY27 Q2 earnings call, Sep 24, 2026
On its Sep 24, 2026 earnings call (FY27 Q2), BlackBerry said 9 of the 18 words Kalshi and Polymarket listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 9 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 64 | 64 | ✓ | 83%transcripts from the transcript model | – |
| QNX | Yes | 49 | 51 | ✓ | 96%transcripts from the transcript model | – |
| Revenue | Yes | 48 | 48 | ✓ | 96%transcripts from the transcript model | – |
| Alloy Kore | Yes | 19 | 22 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Customer 10+ times | Yes | 14 | 14 | ✓ | 44%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 13 | 13 | ✓ | 86%transcripts from the transcript model | – |
| Physical AI | Yes | 10 | 11 | ✓ | 75%transcripts from the transcript model | – |
| Autonomous | Yes | 4 | 4 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 2 | 2 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Digital Sovereignty | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Record Revenue | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Interest Rate | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Hailo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Quantum | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “Customer”; 5 quoted, at least 25 words apart.
That matters because customers typically purchase these tools early in a program, making them a useful leading indicator of future design wins and royalty opportunities.…
…we believe this could improve both the visibility and economics of our customer relationships. We are also seeing a lot of opportunity in China. New…
…design win, the ASP per instance is approximately 3x higher than the customer's current deployment of QNX operating system. This is an important commercial validation…
…just about the beginning of the second inning. We are seeing real customer activity, a growing pipeline, and meaningful ecosystem development, with some markets starting…
…many GEM markets remain early, the combination of a broadening pipeline, growing customer base, and increasing demand for safety-critical software gives us confidence that GEM…
Where the listed words were said
Good morning, and welcome to BlackBerry's second quarter fiscal year 2027 earnings conference call. My name is Betsy, and I will be your conference moderator…
…income, and adjusted earnings per share again exceeded our target, our expectations. QNX had a record quarter, and strategically, we reached an important milestone with…
As Tim will discuss in more detail, we are raising our full-year revenue and adjusted EBITDA outlook. Let me start my review of the quarter…
…core automotive business. Second is moving further up the software stack with Alloy Kore. Third is expanding beyond auto into adjacent General Embedded Markets. Now…
…2027, Secure Communications revenue grew 13% year-over-year. We also continue to see customer activity across government, critical infrastructure, and other highly regulated sectors during the…
…reliability, are increasingly relevant in adjacent verticals. We are seeing this across Physical AI, robotics, industrial automation, medical devices, aerospace and defense, rail, and more.
At a high level, Physical AI is what happens when AI moves beyond the digital world and begins interacting with the physical world. Robotaxis are…
…for Safety built on SDP 8.0 as the foundation for a production-ready autonomous driving platform certified to ISO 26262. The same principles that apply to…
…is just how the engagement with the silicon players. Our partnership with NVIDIA is very quickly starting to build a strong pipeline of opportunities. So,…
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