{
  "url": "https://struct.news/briefs/blackberrys-192-operating-income-jump-has-a-licensing-shaped-question",
  "title": "BlackBerry’s 192% operating-income jump has a Licensing-shaped question",
  "summary": "Licensing revenue rose to $22.1 million from $6.6 million, while Secure Communications revenue barely changed.",
  "published_at": "2026-09-24T20:42:00.307315+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "BlackBerry Limited",
    "ticker": "BB",
    "cik": "1070235",
    "sector": "Technology",
    "industry": "Software - Infrastructure"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-09-24",
    "accession": "0001070235-26-000115",
    "url": "https://www.sec.gov/Archives/edgar/data/1070235/000107023526000115/bbry-20260831.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-09-25",
    "url": "https://www.sec.gov/Archives/edgar/data/1070235/000107023525000176/bbry-20250831.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 549100000,
      "display": "$549.1M",
      "unit": "usd",
      "period": "2026-02-28",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001070235-26-000115",
        "filing_date": "2026-09-24"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": 2.654701813423066,
      "display": "+2.7%",
      "unit": "percent",
      "period": "2026-02-28",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001070235-26-000115",
        "filing_date": "2026-09-24"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Operating margin",
      "value": 8.79621198324531,
      "display": "+8.8%",
      "unit": "percent",
      "period": "2026-02-28",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001070235-26-000115",
        "filing_date": "2026-09-24"
      }
    }
  ],
  "watch_next": [
    {
      "type": "product_pipeline",
      "statement": "Research and development spending increased as prior-year benefits disappeared and salaries and incentive costs rose.",
      "importance": "medium",
      "evidence": "Research and development expenses increased by $7.6 million, or 29.7%, in the second quarter of fiscal 2027 compared to the second quarter of fiscal 2026 primarily due to the absence of $3.8 million of SIF claim benefits recognized in the prior-year period, an increase of $1.7 million in salaries and benefits costs and an increase of $1.5 million in variable incentive plan costs.",
      "source_date": "2026-09-24"
    }
  ],
  "related_tickers": [
    "BB"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}