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.
48 matches for “Revenue”; 5 quoted, at least 25 words apart.
…very strong quarter for BlackBerry, reflecting meaningful progress both financially and strategically. Revenue grew 26% year-over-year, while adjusted EBITDA grew 81%, resulting in our second…
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…
…previous record for any full fiscal year. Development license activity also remained healthy in Q2, with recurring development license revenue holding strong quarter over quarter.
QNX does not need global vehicle production to increase to enable revenue growth, but rather through greater penetration of the market and greater dollar content…
…higher QNX content secured in those designs to begin translating into royalty revenue. As our software content within the vehicle increases, so does the value…
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…
…in activity that can support future growth. As you may recall, our QNX strategy is built around three growth pillars. The first is our core…
This is giving us greater certainty around volumes, revenue, and cash flow from new design wins, and the potential for us to both receive cash…
…record quarter, and strategically, we reached an important milestone with our first Alloy Kore design win, the largest design win in our history. When you…
…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…
…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.
…relatively early in their adoption cycles and needing more time to become material financial contributors. One area we are particularly excited about is Physical AI.
…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…
…AI opportunities, including more than 20 companies currently engaging with us around NVIDIA-based platforms. Within the pipeline, we have a number of humanoid robot OEMs…
Agents: this page as TSV at /api/v1/appearances/blackberry:2026-09-24:earnings_call · words: /api/v1/brief?appearance=blackberry:2026-09-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP