异动解读 | 黑莓夜盘大涨9.70%,Q1业绩超预期且上调全年营收预期

异动解读
Jun 25, 2025

周二夜盘,黑莓(BB)股价大涨9.70%,主要受益于公司发布的2026财年第一季度财报好于市场预期,以及上调全年营收预期。

根据公司公布的财报数据,黑莓2026财年第一季度实现营收1.217亿美元,超过分析师预期的1.122亿美元。每股收益为0.02美元,优于市场预期的0.00美元。公司各项关键指标均超出预期,其中QNX汽车软件部门营收同比增长8%,达到5750万美元,安全通信部门实现收入5950万美元,显示出公司核心业务的强劲表现。

此外,黑莓还上调了2026财年全年营收预期,目前预计营收在5.08亿美元至5.38亿美元之间,高于此前5.04亿至5.34亿美元的预期,也略高于分析师平均预估的5.136亿美元。公司首席执行官约翰·J·贾马特奥表示,黑莓在新财年取得了强劲开局,这得益于公司在过去一年奠定的坚实基础。这一积极的前景进一步增强了投资者对公司未来发展的信心,推动股价大幅上涨。

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