The earnings call reflects a positive performance with strong revenue, ARR growth, and cash flow metrics. While there are some challenges in the US federal sector and from market exits, the company anticipates these will be short-term issues. The achievements in revenue, cloud-based ARR, and FedRAMP status outweigh the lowlights.
Company Guidance
During the Cellebrite Fourth Quarter and Full Year 2024 Financial Results Conference Call, the company provided guidance for 2025, highlighting several key metrics. For the full year 2025, Cellebrite anticipates ARR growth between 21% and 25%, reaching $480 million to $495 million. Revenue is projected to increase by 20% to 22%, amounting to $480 million to $490 million. The company aims for adjusted EBITDA in the range of $113 million to $123 million, maintaining a margin of 24% to 25%. The guidance also emphasized the continuation of strong performance in subscription services, with expectations for further growth in their cloud-based solutions and increased penetration of their Guardian and Pathfinder products. The company plans to focus on sustaining top-line growth and enhancing profitability and free cash flow in the upcoming year.
Exceeded Revenue and Adjusted EBITDA Targets
Cellebrite exceeded original revenue and adjusted EBITDA targets for 2024 and delivered at the higher end of ARR expectations. ARR grew 25% year-over-year to $396 million.
Strong Free Cash Flow
Achieved $122 million in free cash flow in 2024, indicating solid cash generation capabilities.
Rule of 50 Performance
Delivered a Rule of 50 performance with 25% ARR growth and 25% adjusted EBITDA margins.
Increased Cloud-Based ARR
ARR from cloud-based offerings nearly doubled to 17% of total ARR in 2024.
FedRAMP-Ready Status
Achieved FedRAMP-ready status at a high-level designation, opening future opportunities within the US federal sector.
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Cellebrite DI (CLBT) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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CLBT Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 13, 2025
$24.92
$21.70
-12.92%
Nov 06, 2024
$19.15
$19.09
-0.31%
Aug 15, 2024
$13.94
$14.96
+7.32%
May 23, 2024
$11.61
$11.88
+2.33%
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.
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FAQ
When does Cellebrite Di Ltd. (CLBT) report earnings?
Cellebrite Di Ltd. (CLBT) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Cellebrite Di Ltd. (CLBT) earnings time?
Cellebrite Di Ltd. (CLBT) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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