BlackBerry Could Just Bounce Back

Nov. 15, 2022 11:34 AM ETBlackBerry Limited (BB), BB:CA200 Comments


  • BlackBerry Limited is an entirely new company from what it used to be, now focused on enterprise software & cybersecurity offerings.
  • While facing a rocky revenue picture, BlackBerry has demonstrated several quarters of positive cash flow.
  • Additionally, BlackBerry's debt-to-assets position is sustainable and its total addressable market for its services is understood to be relatively large; these new business lines also operate at robust gross margins.
  • The short-term picture appears difficult owing to chip disruptions affecting the embedded device category as well as the macroeconomic picture overall.
  • In the long-term, however, embedded devices and the internet-of-things should continue to grow materially - and BlackBerry appears well-positioned to be a leading player in this market.

processor chip, tech environment, blockchain concept



BlackBerry Limited (NYSE:BB) is no longer the company that you may think it is. While it came into prominence as a maker of smartphones with a readily-distinguishable physical keyboard, that business is no longer in operation as of BB 11.14.22 BB 11.14.22

SEC BB Q1 2021 10-Q

SEC BB Q1 2021 10-Q BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22 BB 11.14.22

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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