Cellebrite DI Ltd
NASDAQ:CLBT

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Cellebrite DI Ltd Logo
Cellebrite DI Ltd
NASDAQ:CLBT
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Price: 18.14 USD -0.33% Market Closed
Market Cap: 4.3B USD

Cellebrite DI Ltd
Investor Relations

Cellebrite DI Ltd. has carved a niche for itself in the digital intelligence arena, becoming a beacon for law enforcement and government agencies worldwide. Born in Petah Tikva, Israel, the company began its journey focusing on mobile data transfer technology before pivoting to one of the most critical aspects of modern policing—extracting and analyzing data from digital devices. Cellebrite's flagship product, the Universal Forensic Extraction Device (UFED), allows investigators to retrieve a plethora of data from smartphones, tablets, and other devices. This capability is crucial in solving crimes, making Cellebrite an indispensable partner for agencies tackling everything from cybercrime to terrorism.

The company’s business model thrives on providing not just the hardware and software tools but also ongoing support and training services. This creates a steady stream of recurring revenue, as agencies continually rely on Cellebrite for updates in response to the ever-evolving digital landscape. Additionally, their subscription-based offerings grant clients access to the latest forensic advancements, embedding Cellebrite deeper into their operational frameworks. By focusing on combining comprehensive data solutions with robust client support, Cellebrite ensures its position as a leader in the digital intelligence domain, weaving its technology into the very fabric of modern investigative processes.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 12, 2025
AI Summary
Q3 2025

Sustained Growth: ARR grew 19% year-over-year to $440 million, with strong momentum in subscription and SaaS revenues.

Revenue Upside: Q3 revenue reached $126 million, up 18% from the previous year, mainly driven by 21% growth in subscription revenue.

Profitability: Adjusted EBITDA rose 20% to $37.7 million, with margin expanding to 29.9% and free cash flow remaining robust.

Guidance Raised: Full-year 2025 adjusted EBITDA guidance was raised, and revenue outlook midpoint increased to $470–$475 million.

Federal Sector Recovery: U.S. Federal returned to growth in Q3 after earlier headwinds, with large strategic client wins and optimism for acceleration in 2026.

Cloud & SaaS Adoption: SaaS and cloud ARR grew at three times the pace of total ARR; Guardian’s ARR more than doubled for the fifth consecutive quarter.

Corellium Acquisition: The pending Corellium deal is progressing, expected to close soon, and is seen as a key future growth driver.

Key Financials
Annual Recurring Revenue
$440 million
Revenue
$126 million
Subscription Revenue Growth
21%
Gross Profit
$106.5 million
Gross Margin
84.5%
Adjusted EBITDA
$37.7 million
Adjusted EBITDA Margin
29.9%
Net Income
$36.9 million
EPS (Diluted)
$0.14
Free Cash Flow (Q3)
$30 million
Free Cash Flow (TTM)
$140 million
Number of Employees
1,236
Cash, Cash Equivalents and Investments
$595 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Yossi Carmil
Founder, CEO & Director
No Bio Available
Ms. Dana Gerner
Chief Financial Officer
No Bio Available
Mr. Ronnen Armon
Chief Products & Technologies Officer
No Bio Available
Mr. Leeor Ben-Peretz
Chief Strategy Officer
No Bio Available
Mr. Thomas E. Hogan
Executive Chairman
No Bio Available
Andrew Kramer
Vice President of Investor Relations
No Bio Available
Ms. Ayala Berler Shapira
General Counsel & Chief Compliance Officer
No Bio Available
Mr. David Nicholas Gee
Chief Marketing Officer
No Bio Available
Ms. Zohar Tadmor-Eilat
Chief People Officer
No Bio Available
Mr. Marcus Jewell
Global Chief Revenue Officer
No Bio Available

Contacts

Address
Petah Tikva
94 Shlomo Shmelzer Rd., P.O.B 3925
Contacts
+972733948000.0
www.cellebrite.com