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Cellebrite DI (CLBT)
NASDAQ:CLBT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive outlook: the company reported healthy ARR, revenue, profitability and free cash flow expansion in 2025, demonstrated strong SaaS/cloud and Guardian growth, achieved above-target Insights conversion, completed the Keryllium acquisition and announced a strategic drone-forensics tuck-in. Management acknowledged transitory headwinds — U.S. federal disruptions earlier in 2025, FedRAMP timing, FX impacts, and near-term acquisition-related margin pressure — but presented a clear path to ARR reacceleration and durable FCF margins (>30%) in 2026 with conservative guidance that leaves upside from AI monetization and integration gains.Company Guidance
Strong ARR Growth
ARR grew 21% to $481M in 2025 (includes Keryllium). Excluding Keryllium, ARR grew 17% year-over-year. Sequential ARR increased 6% over Q3 2025. Keryllium contributed $16.1M of ARR following a Dec 1 close.
Revenue and Profitability Expansion
Q4 revenue grew 18% to $128.8M (including ~ $1M from Keryllium); full-year revenue grew 19% to $475.7M. Q4 adjusted EBITDA was $38.3M, up 33% YoY with a 29.8% margin (expanded ~340 bps). Full-year adjusted EBITDA was $127.6M, or a 26.8% margin.
Very Strong Free Cash Flow and Balance Sheet
Free cash flow for FY2025 was $160M (34% FCF margin), a 30% increase vs. 2024 ($124M). Cash, cash equivalents and investments ended at $535M (up $52M despite $147M net cash used for Keryllium).
SaaS/Cloud and Guardian Momentum
SaaS/cloud ARR grew north of 50% and now represents 22% of total ARR. Guardian continued its trajectory with six straight quarters of >100% YoY growth and is becoming a core evidence repository for customers.
Insights Conversion & Forensics Leadership
Converted 55% of installed digital forensics base to Insights (above the 50% target). Investments in mobile research aim to extend Android leadership and reassert iOS leadership, with new capabilities expected to market within ~6 weeks.
Strategic Acquisitions and Product Expansion
Completed acquisition of Keryllium (ARM virtualization technology seen as industry-unique and accretive). Announced planned purchase of SCG Canada (drone-forensics leader) expected to close by end of Q1; SCG ARR run-rate is low single-digit millions, and enterprise purchase price expected ~$15–$20M.
Geographic and Solution Mix Strength
Geographic ARR growth: Americas +19%, EMEA +24%, Asia Pacific +23%. Higher-growth solutions (Pathfinder, Guardian, Keryllium) represented 14% of ARR at year-end 2025 with an expectation to approach ~20% by year-end 2026.
Positive 2026 Outlook and Rules of Performance
Initial FY2026 guidance calls for ARR $567–573M (+18–19%), revenue $565–571M (+19–20%), and adjusted EBITDA $149–155M (26–27% margin). Company expects FCF margins >30% in 2026 and signaled intent to target a combined 'rule of x' (ARR growth + FCF margin) in the 50+ range.
CLBT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CLBT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $14.94 | $14.26 | -4.55% |
Nov 12, 2025 | $15.97 | $19.28 | +20.73% |
Aug 14, 2025 | $13.99 | $15.29 | +9.29% |
May 14, 2025 | $20.12 | $17.81 | -11.48% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cellebrite DI (CLBT) report earnings?
Cellebrite DI (CLBT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Cellebrite DI (CLBT) earnings time?
Cellebrite DI (CLBT) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CLBT EPS forecast?
CLBT EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.