Security software stocks face a fresh profit test
- BlackBerry reported Q1 FY2027 revenue of $152.9 million, up 26% year over year, with adjusted EBITDA of $36.3 million and GAAP operating income of $15.3 million.
- The comparison group shows a wide revenue gap, from Cerence’s $64.2 million quarterly revenue to Palo Alto Networks’ $3 billion quarterly revenue.
- The main sector test is whether AI security, connected-vehicle software, and government communications can keep growing while margins stay under control.

%20-%202026-05-14T121337.097-640x640.webp&w=3840&q=75)

















