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EARNINGS $POTLIGHT

We dissect the most significant company earnings of the week.

BlackBerry Earnings

BlackBerry Earnings

3/31/25, 11:00 AM

BlackBerry's upcoming Q4 fiscal 2025 earnings, reporting $0.02 per share expected on April 2nd, are crucial for investors to gauge the success of its strategic shift from smartphones to cybersecurity and IoT, particularly its QNX and Secure Communications divisions, which are now the company's primary growth drivers; these earnings will reveal whether cost-cutting and the Cylance asset sale are effectively improving profitability and validating the company's revamped business model, despite mixed analyst opinions and competitive market pressures.

    • Name: Micron Technologies

    • Ticker: MU

    • Earnings: March 20th AMC

    • Consensus EPS: $1.28​

    • Ticker: BB

    • Earnings: April 2nd BMO

    • Consensus EPS expectation: $0.02

  • Humble Beginnings:

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    • Micron was founded in Boise, Idaho, in 1978, initially as a semiconductor design consulting company.   

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    • Early funding came from local Idaho businessmen, and notably, from J.R. Simplot, the "potato king," whose company supplied potatoes to McDonald's. This connection led to McDonald's also investing in Micron.   

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    • They began their operations from the basement of a dentists office.   
       

    From Consulting to Manufacturing: 

    • They shifted from consulting to manufacturing, producing 64K DRAM chips in 1981.   

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    Pioneering Technology:

    • Micron has been at the forefront of memory technology, contributing to advancements like atomic layer deposition high-k films for DRAM.    

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    Broad Impact:

    • Micron's memory and storage solutions are essential components in a wide range of devices, from personal computers and smartphones to data centers and automotive systems.  

    The BlackBerry company, formerly known as Research In Motion (RIM), has a fascinating history marked by innovation and transformation. Here are some fun facts:

    • The Name's Origin:  The name "BlackBerry" was chosen by the marketing firm Lexicon Branding because the device's keyboard resembled the drupelets of a blackberry fruit.

    • Canadian Roots: BlackBerry was founded in Waterloo, Ontario, Canada, and remains headquartered there.

    • Humble Beginnings:  It is noted that there early office space, was located above a pizza shop.

    • Early Days as a Pager:  The first BlackBerry devices were not smartphones but two-way pagers, designed primarily for email communication.

    • Email Pioneer:  BlackBerry is credited with popularizing "push email," which allowed users to receive emails instantly on their mobile devices. This was a revolutionary concept at the time.

    • From Phones to Cybersecurity:  While BlackBerry was once a dominant force in the smartphone market, the company has since transitioned its focus to cybersecurity and Internet of Things (IoT) software and services.

OVERVIEW

$0.03

BEAT

EARNINGS RESULTS

PRE-EARNINGS CONTEXT

Revised

POST EARNINGS TAKES

  • BLACKBERRY PR BlackBerry's Q4 and full-year 2025 results surpassed expectations, demonstrating strong performance across all divisions (QNX, Secure Communications, Licensing). They reported increased revenue, profitability, and cash flow, and completed the Cylance sale, leading to a strengthened financial position for the upcoming fiscal year. FULL ARTICLE

  • FINANCIAL POST BlackBerry reported a net loss of US$7.4 million in its fourth quarter, down from US$56.2 million the previous year. Revenue for the quarter was US$141.7 million, a decrease from US$152.9 million in the same quarter last year. Adjusted net income for the quarter was a profit of three U.S. cents per share, the same as the previous year. FULL ARTICLE

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