黑莓(BB)周四盘前股价大跌5.31%,延续了周三夜盘的跌势。这一跌幅主要源于公司发布的疲软业绩指引,引发了投资者对其未来增长前景的担忧。
周三,黑莓公布了第四财季业绩报告。尽管该季度调整后每股收益0.03美元和1.417亿美元的营收均优于市场预期,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。更令人担忧的是,公司核心网络安全业务2026财年的收入预期在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。黑莓表示,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,黑莓面临着多重挑战。一方面,公司在车联网系统(QNX)市场的份额正被特斯拉等竞争对手侵蚀;另一方面,其转型为企业安全服务商的战略也面临严峻考验。作为重组计划的一部分,黑莓宣布已完成以1.6亿美元向Arctic Wolf出售Cylance业务的交易。然而,这些举措似乎未能提振投资者信心,市场对黑莓的未来发展前景持谨慎态度。
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