BlackBerry CFO Tim Foote reported eight consecutive quarters of GAAP net income improvement and positive cash generation after multiple years of restructuring and cost reductions. The company pivoted from a cash-burning hardware business to a software-focused model, with operating cash flow expected to increase further this year as it reinvests heavily.

BlackBerry’s QNX division delivered 14% revenue growth last fiscal year, driven by rising demand from automotive manufacturers for digital dashboards, driver-assistance features and self-driving vehicle systems. Executives also highlighted emerging opportunities in physical AI, robotics and industrial automation, where QNX’s operating system and virtualization software provide high-performance compute capabilities.

BlackBerry renewed a key U.S. government cybersecurity certification for its AtHoc emergency communications platform, reaffirming its position in the secure communications market. This certification supports contracts across defense and critical infrastructure sectors, leveraging digital sovereignty trends and increased defense spending.

In its next growth phase, BlackBerry plans to shift focus from cost cutting to revenue expansion by targeting new markets in robotics and industrial automation. Leadership anticipates that digital sovereignty requirements and defense budgets will create catalysts for its Secure Communications division, while automotive and embedded software segments continue to scale.