The @BlackBerry secure communications growth was a dark horse in earnings today. The segment has grown 4 quarters in a row with a 26% earnings growth Q1.
In addition to the large deal with shared Services, Canada, $BB secured a number of renewals, expansions and new logos primarily across government, defense and regulated industries.
In North America, $BB secured deals with the US Air Force, U.S. Cyber Command, the U.S. Senate, the US Secret Service, and the white House Communications Agency. 🔥🇺🇸
$BB - HTF
On the HTF, I think BB has a lot of potential. If we compare the $MU chart, we see the lows that led to the 00's blow off top as a key pivotal level. Price spend over a decade meandering in/around prior to a decisive reclaim, smashing into supply then retracing back to the new floor (S/R reclaim), before starting the run we've been witnessing over the past couple of years, with the -now- blow off top underway.
$BB could do something similar, where we see a key pivotal level below 16 -20, which, despite the recent strong performance, we are *still* below. If we are to follow a similar trajectory as $MU I could see us pushing to 50-70 in the near term (1-2 years), before "crashing" back to base at 16-20, then starting a decade long run to ATH and beyond.
Keep in mind, this is multi-year potentially decade expectations. See my other posts for more near term analysis (which is playing out rn).
random person: you mean Blackberry, the old phone company has pivoted to critical software for physical AI and is a profitable company once again? $BB
me: yes
Burger King making changes on their menu , well ok . I wonder how many people would want to eat at a BK with an employee who killed a helpless dog and got away with it! This happened in Newport, Pa Nov 2025. #justiceforRuby#TomCurtis#BurgerKing
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