Earnings Call Summary | BlackBerry(BB.US) Q1 2025 Earnings Conference
Earnings Call Summary | BlackBerry(BB.US) Q1 2025 Earnings Conference
The following is a summary of the BlackBerry Limited (BB) Q1 2025 Earnings Call Transcript:
以下是黑莓有限公司（BB）2025年第一季度業績會交流會議記錄摘要:
Financial Performance:
金融業績：
Total company revenue was $144 million, surpassing expectations with significant components from IoT ($53 million) and cybersecurity ($85 million).
Gross margin stood at 67%, showcasing strong profitability metrics.
Both adjusted EBITDA and non-GAAP earnings per share showed improvement, reflecting better financial management and efficiency.
總公司收入爲1.44億美元，超出預期，物聯網（5300萬美元）和網絡安全概念（8500萬美元）成爲重要組成部分。
毛利率達到67％，展示了強勁的盈利能力指標。
調整後的EBITDA和非GAAP每股收益均有所改善，反映了更好的財務管理和效率。
Business Progress:
業務進展：
BlackBerry continued to enhance its IoT and cybersecurity divisions, achieving significant progress in establishing them as stand-alone units.
Secured new design wins in digital cockpit and ADAS with major global automakers and expanded the use of QNX in varied applications including medical devices and industrial automation.
The cybersecurity division saw improved key metrics like ARR reaching $285 million and a net retention rate of 87%, indicating robust customer retention and product acceptance.
黑莓繼續加強其物聯網和網絡安全概念部門，在將它們建立爲獨立部門方面取得了重大進展。
在數字座艙和ADAS中與主要全球汽車製造商獲得了新的設計勝利，並在醫療設備和工業自動化等各種應用中擴大了QNX的使用。
網絡安全概念部門的關鍵指標有所改善，如ARR達到2.85億美元，淨保留率爲87％，表明客戶保留率和產品接受度堅實。
Opportunities:
機會：
The IoT division's growth is driven by increased penetration per vehicle and more software-defined features in cars, irrespective of the drivetrain (electric or internal combustion).
Expected growth in battery electric vehicle production by 27% in 2024 presents a significant market opportunity for QNX-enabled systems.
物聯網部門的增長是由於每輛汽車的滲透率增加以及汽車中更多的軟件定義功能，無論是電動還是內燃機驅動。
2024年電池電動汽車生產預計增長27％，爲QNX啓用的系統提供了重要的市場機會。
Risks:
風險：
Industry-level challenges in software development programs remain a headwind for QNX business, impacting growth momentum.
The macroeconomic environment continues to elongate sales cycles across the cybersecurity industry, posing challenges in achieving rapid growth.
軟件開發計劃中的行業挑戰仍是QNX業務增長勢頭的一個障礙。
網絡安全概念行業的宏觀經濟環境繼續加長銷售週期，對實現快速增長構成了挑戰。
More details: BlackBerry IR
更多詳情：黑莓IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。