Société BIC SA (BB) Earnings Call Transcripts
Société BIC SA's Latest Earnings Call - May 21, 2026
In the fiscal year ending 2026, BlackBerry Limited reported a significant transformation, transitioning to a profitable software company led by its QNX division. The company generated $50 million in operating cash flow and achieved 14% growth in the QNX business, with management guiding for continued acceleration. Total revenue growth is expected to return to modest single-digit levels, with Secure Communications finally pivoting back to growth after several years of decline. The management expressed optimism about the future, citing a backlog of $950 million and strong demand in both automotive and general embedded markets.
Reported metrics
| Metric | Value |
|---|---|
| Operating Cash Flow | $50 million (beat) |
| QNX Revenue Growth | 14% (beat) |
| Secure Communications Growth Guidance | 4% to 8% (positive) |
| Backlog | $950 million (positive) |
| Operating Margin | null (null) |
| Total Revenue Growth Guidance | modest single-digit (positive) |
Guidance from management
Management expects to double operating cash flow to $100 million this fiscal year and anticipates continued growth in the QNX division, with modest single-digit growth for the overall company.
What management said
Obviously, I can't talk about the specifics of the discussions with Mercedes, but I can tell you that from a technical perspective, it's the right solution. So that's at the stage that we're at now. It's more of a negotiation.
Going forward, I would say probably most of the market because there's going to be compute even in the less -- or the least expensive vehicles will have some level of compute going forward. I mean maybe not today, but they will in the future.
What analysts pressed on
Analysts expressed concerns regarding the sustainability of backlog growth and whether it would translate into actual revenue. There were also questions about the competitive landscape, particularly regarding AI's potential impact on QNX's market position.
Main topics on the call
- Transition to Profitability — BlackBerry has successfully transitioned from a loss-making entity to a profitable software company, with '8 consecutive quarters of improving GAAP net income.' Management highlighted a cost reduction of over $150 millio...
- QNX Growth Acceleration — The QNX division achieved '14% growth' in the past fiscal year, with expectations to accelerate to '15% growth.' This division is positioned as the primary growth driver for BlackBerry, supported by strong secular tailwi...
- Secure Communications Business Recovery — After six years of decline, the Secure Communications segment is expected to see its first year of top-line growth, guided between '4% and 8% year-on-year growth.' This is attributed to increased demand for digital sover...
- Backlog and Future Revenue Visibility — BlackBerry's backlog has grown to 'close to $1 billion,' with management indicating that they added 'twice as much' to the backlog as they recognized in revenue. This provides a strong indication of future growth potenti...
Read the full Société BIC SA transcript (May 21, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Société BIC SA
Société BIC SA (BB) is a publicly listed company in the Commercial Services and Supplies industry, within the Industrials sector. It trades on ENXTPA and is based in FR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 91 calls on record spanning February 12, 2020 to July 30, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 91 Société BIC SA earnings call transcripts on record, spanning February 12, 2020 to July 30, 2026. Based on this history, Société BIC SA reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- BB
- Exchange
- ENXTPA
- Country
- FR
- Sector
- Industrials
- Industry
- Commercial Services and Supplies
- Calls on record
- 91
- First call
- February 12, 2020
- Most recent
- July 30, 2026
- Reporting cadence
- quarterly