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BlackBerry — Download Presentation Slides (company IR deck)
BlackBerry (BB) · 9 slides · Filed Oct 29, 2026
Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All BB deck slides
Slide 1 — 44th Annual Growth Conference
Canaccord Genuity’s 44th Annual Growth Conference TUESDAY, AUGUST 13, 2024 Intelligent Security. Everywhere.
Slide 2 — SAFE HARBOUR STATEMENT
SAFE HARBOUR STATEMENT Some of the statements made during this presentation constitute forward-looking statements and are made pursuant to the safe harbor provisions of applicable U.S. and Canadian securities laws. Forward-looking statements are indicated by using words such as expect, will, should, model, intend, believe and similar expressions. Forward-looking statements are based on estimates and assumptions made by the company in light of its experience and its perception of historical trends, current conditions and expected future developments as well as other factors that the company believes are relevant. Many factors could cause the company's actual results or performance to differ materially from those expressed or implied by the forward- looking statements, including the risk factors that are discussed in the company's annual report on Form 10-K and in our MD&A. You should not place undue reliance on the company's forward-looking statements. Any forward-looking statements are made only as of today and the company has no intention and undertakes no obligation to update or revise any of them, except as required by law. This presentation includes certain non-GAAP measures. We believe that these non-GAAP measures, which may be defined differently by other companies, explain our results of operations in a manner that allows for a more complete understanding of the underlying trends in our business. However, these measures should not be viewed as a substitute for those determined in accordance with GAAP. For a reconciliation between the non-GAAP measures used in this presentation and our GAAP results, please see our Q1 Fiscal 2025 earnings press release available through our website and on EDGAR and SEDAR+. © 2024 BlackBerry. All Rights Reserved. | 2
Slide 3 — John Giamatteo
John Giamatteo Chief Executive Officer Tim Foote Chief Financial Officer
Slide 4 — OUR STRONG PRODUCT PORTFOLIO
OUR STRONG PRODUCT PORTFOLIO Clear leader in Automotive: 235M+ vehicles IoT Cybersecurity Secure Communications Endpoint Security Highly secure, leading UEM solution. Market-leader for on-premise deployment #1 Critical Events solution in US Federal Management Govt Leading AI/ML endpoint security solution with most patents Range of MDR and XDR managed service solutions to address large opportunity Highly secure encrypted voice and data solution trusted by NATO and leading governments BlackBerry – 5 reasons to take a fresh look 1 Defensive moat: Combine leading performance with leading functional safety Strong multi-year secular tailwinds © 2024 BlackBerry. All Rights Reserved. | 4
Slide 5 — Q4 FY24
Q3 FY24 ~$50M Q4 FY24 ~$55M Q1 FY25 ~$20M Total ~$125M Actions taken to drive cost run rate improvements of approximately: SIGNIFICANT PROGRESS IN OUR COST PROFILE BlackBerry – 5 reasons to take a fresh look 2 © 2024 BlackBerry. All Rights Reserved. | 5
Slide 6 — IMPROVING FUNDAMENTALS
560 640 815 400 450 500 550 600 650 700 750 800 850 Q1 FY23 Q4 FY23 Q4 FY24 $M QNX Royalty Backlog 289 279 273 280 285 81% 81% 82% 85% 87% 78% 79% 80% 81% 82% 83% 84% 85% 86% 87% 88% 265 270 275 280 285 290 295 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Cyber DBNRR: % Cyber ARR: $M Cyber ARR and DBNRR Cyber ARR Cyber DBNRR IMPROVING FUNDAMENTALS BlackBerry – 5 reasons to take a fresh look 4 © 2024 BlackBerry. All Rights Reserved. | 6 3
Slide 7 — SIGNIFICANT PROGRESS TOWARDS
-60 -50 -40 -30 -20 -10 0 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 $M Net cash used in operations SIGNIFICANT PROGRESS TOWARDS POSITIVE CASHFLOW BlackBerry – 5 reasons to take a fresh look Outlook: Positive operating cashflow by Q4 FY25 © 2024 BlackBerry. All Rights Reserved. | 7 4
Slide 8 — FOCUS AND OPTIONALITY FROM
Divisional leadership teams FOCUS AND OPTIONALITY FROM AUTONOMOUS DIVISIONS BlackBerry – 5 reasons to take a fresh look 5 Delegated decision making Tailoring IT systems Increased focus & autonomy © 2024 BlackBerry. All Rights Reserved. | 8