黑莓 2026年季度报告

Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended May 31, 2026 OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromto Commission file number 001-38232 BlackBerry Limited (Exact name of registrant as specified in its charter) 98-0164408 (I.R.S. Employer Identification No.) 2200 University Ave East WaterlooOntarioCanada (Address of Principal Executive Offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports); and (2) hasbeen subject to such filing requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company”and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filerAccelerated filer☐Non-accelerated filerSmaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No The registrant had 586,100,431common shares issued and outstanding as of June22, 2026. BLACKBERRY LIMITED TABLE OF CONTENTS PART IFINANCIAL INFORMATIONItem 1Financial StatementsConsolidated Balance Sheets as of May 31, 2026 (unaudited) and February 28, 20265Consolidated Statements of Shareholders' Equity - Three Months Ended May 31, 2026 and 2025 (unaudited)6Consolidated Statements of Operations - Three Months Ended May 31, 2026 and 2025 (unaudited)7Consolidated Statements of Comprehensive Income (Loss) - Three Months Ended May 31, 2026 and 2025(unaudited)8Consolidated Statements of Cash Flows - Three Months Ended May 31, 2026 and 2025 (unaudited)9Notes to the Consolidated Financial Statements10Item 2Management's Discussion and Analysis of Financial Condition and Results of Operations28Item 3Quantitative and Qualitative Disclosures about Market Risk47Item 4Controls and Procedures49 Unless the context otherwise requires, all references to the “Company” and “BlackBerry” include BlackBerry Limited and its subsidiaries. PART I - FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS BlackBerry LimitedIncorporated under the Laws of Ontario(United States dollars, in millions) (unaudited) Consolidated Balance Sheets Lisa DisbrowDirector BlackBerry Limited(United States dollars, in millions) (unaudited) BlackBerry Limited(United States dollars, in millions, except per share data) (unaudited) Consolidated Statements of Operations BlackBerry Limited(United States dollars, in millions) (unaudited) Consolidated Statements of Comprehensive Income (Loss) BlackBerry Limited(United States dollars, in millions) (unaudited) Consolidated Statements of Cash Flows 1.SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES AND CRITICAL ACCOUNTING ESTIMATES Basis of Presentation and Preparation These interim consolidated financial statements have been prepared by management in accordance with United States generallyaccepted accounting principles (“U.S. GAAP”). They do not include all the disclosures required by U.S. GAAP for annual financialstatements and should be read in conjunction with the audited consolidated financial statements of BlackBerry Limited (the“Company”) for the year ended February 28, 2026 (the “Annual Financial Statements”), which have been prepared in accordance withU.S. GAAP. In the opinion of management, all normal recurring adjustments considered necessary for fair presentation have beenincluded in these interim consolidated financial statements. Operating results for the three months ended May 31, 2026 are notnecessarily indicative of the results that may be expected for the full year ending February28, 2027. The consolidated balance sheetsas at February 28, 2026 were derived from the audited Annual Financial Statements but do not contain all of the footnote disclosuresfrom the Annual Financial Statements. The preparation of the conso