周四盘前,黑莓(BB)股价大跌5.31%,延续了周三夜盘的下跌趋势。此次股价下跌主要受到公司发布的疲软业绩指引影响。
黑莓周三公布了第四财季业绩报告。尽管该季度表现优于预期,调整后每股收益为0.03美元,营收达1.417亿美元,但公司对未来的展望却令投资者感到失望。黑莓预计2026财年(截至2026年2月)的总营收将在5.04亿至5.34亿美元之间,低于2025财年的5.349亿美元,显示公司业务面临增长压力。特别值得注意的是,黑莓预计其核心网络安全业务2026财年的收入将在2.3亿至2.4亿美元之间,大幅低于上一财年的2.726亿美元。公司表示,在经济不确定性的背景下,客户对网络安全服务的需求疲软。
分析师指出,黑莓在车联网系统(QNX)市场的份额正被特斯拉等竞争对手侵蚀,其转型为企业安全服务商的战略面临严峻考验。此外,黑莓宣布已完成以1.6亿美元向Arctic Wolf出售Cylance业务的交易,这被视为公司重组计划的一部分。然而,这些举措似乎未能提振投资者信心,导致股价继续承压。
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