BBHIGH SIGNALFINANCIAL10-K

BB achieved a dramatic turnaround with operating income surging from $800K to $48.3M and swinging from a $79M net loss to $53M profit while simultaneously reducing total liabilities by 13%.

This represents a fundamental transformation in BB's financial performance, suggesting the company has successfully executed a turnaround strategy and achieved operational leverage. The combination of profitability improvement and debt reduction indicates strengthened financial health and potentially sustainable competitive positioning.

Comparing 2026-04-09 vs 2025-04-02View on EDGAR →
FINANCIAL ANALYSIS

BB delivered exceptional financial improvement across all key metrics, with operating income exploding nearly 6,000% to $48.3M and the company swinging from a $79M loss to $53M profit. Operating cash flow more than tripled to $50.3M while the company simultaneously deleveraged by reducing total liabilities 13% to $499M and current liabilities 22% to $268M. This comprehensive financial turnaround signals BB has achieved operational leverage and financial stability, positioning the company for sustained profitability after years of losses.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
+5937.5%
$800K$48.3M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Operating Cash Flow
Cash Flow
+204.8%
$16.5M$50.3M

Operating cash flow surged 204.8% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+167.3%
-$79.0M$53.2M

Net income grew 167.3% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
+22.6%
$3.1M$3.8M

Capex increased 22.6% — ongoing investment in capacity or infrastructure for future growth.

Current Liabilities
Balance Sheet
-22.1%
$344.3M$268.1M

Current liabilities reduced — improved short-term financial position and working capital health.

SG&A Expense
P&L
+14.5%
$297.0M$340.0M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

Total Liabilities
Balance Sheet
-13.3%
$575.7M$499.2M

Liabilities reduced 13.3% — deleveraging improves balance sheet strength and financial flexibility.

Accounts Receivable
Balance Sheet
-10.2%
$173.7M$156.0M

Receivables declined — improved collection efficiency or conservative revenue recognition.

LANGUAGE CHANGES
NEW — 2026-04-09
PRIOR — 2025-04-02
ADDED
The registrant had 587,882,400 common shares issued and outstanding as of April 6, 2026.
BUSINESS The Company: A heritage of innovation Founded in 1984, the Company equips, leading automakers, governments and regulated industries with secure, reliable software that drives productivity, resilience and mission-critical performance.
Based in Waterloo, Ontario, the Company has two core divisions, QNX and Secure Communications, each addressing large and growing market opportunities.
The Company s QNX division develops safe, reliable software for embedded systems across technology-driven industries, including automotive, medical devices, robotics, and industrial automation.
The world s leading automotive OEMs and Tier 1 suppliers rely on QNX technology, which enables more than 275 million vehicles.
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REMOVED
The registrant had 596,233,826 shares of common shares issued and outstanding as of March 28, 2025.
BUSINESS The Company: A heritage of innovation Founded in 1984, the Company is a leading provider of intelligent software and services to enterprises, governments and leading OEMs around the world.
Its products enable more than 255 million vehicles and secure 17 of the G20 governments.
Based in Waterloo, Ontario, the Company has two core divisions, each addressing large and growing market opportunities.
The Company s QNX division is a leader in embedded software where the Company believes it is the world s leading automotive foundational software supplier.
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