Cellebrite Di Ltd. (CLBT)
NASDAQ:CLBT
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call featured multiple strong financial and strategic highlights: ARR growth of 21% to $493M, revenue +19% to $128.3M, adjusted EBITDA +29% and robust free cash flow. Management delivered major product milestones (Genesis AI, Guardian Investigate), FedRAMP High authorization, improving regional momentum (U.S. Fed pipeline +35%, EMEA growth at 25%), and optimistic Q2 guidance that implies meaningful sequential acceleration. Lowlights were primarily execution and timing risks (seasonal Q1 softness, deal push-outs, acquisition-related costs), a modest near-term net-new ARR cadence, FX headwinds (~2 points) and the need to convert strong early AI adoption into paying customers. Overall the positives—especially the combination of strong financials, rapid AI adoption, large estimated AI TAM and strategic certifications—outweigh the transitory negatives, though execution will be important to sustain the opportunity.Company Guidance
ARR Growth
ARR increased 21% year-over-year to $493 million in Q1 2026, with sequential ARR growth of $12 million and management reaffirming full-year guidance.
Revenue and Subscription Momentum
Total revenue was $128.3 million, up 19% year-over-year. Total subscription revenue grew 23%, partially offset by declines in training, hardware and professional services.
Profitability and Cash Generation
Adjusted EBITDA was $30.6 million, up 29% year-over-year with an expanded margin of 23.9% (up 190 basis points). Trailing-12-month free cash flow grew 19% to $159 million, delivering a 32% free cash flow margin. Reported net income was $30.6 million ($0.12 diluted).
Genesis AI Early Adoption
Genesis (agentic investigative AI) launched March 16 and attracted over 500 registered users across 15+ countries within ~8 weeks (distributed as free beta); early user feedback described materially faster, higher-quality investigative outcomes and the product moves to GA in mid-June — management now expects AI-specific revenue where none was previously planned.
Large Investigative AI TAM Estimate
Management estimates a roughly $12.5 billion total addressable market for Investigative AI over the next four years and suggested the opportunity could approach doubling the company's current revenue with strong execution (management used conservative share scenarios, e.g., 5% of TAM ≈ $600 million).
Guardian Investigate General Availability
Guardian Investigate (AI-powered digital evidence management and case management) moved into general availability and is showing early traction with expected steady penetration into H2 2026.
FedRAMP High Authorization
On May 6 Cellebrite received FedRAMP High Authorization to Operate (ATO), enabling access to U.S. federal cloud opportunities; management highlighted this as a meaningful differentiator for cloud forensics and evidence management for federal agencies.
Market and Regional Momentum
U.S. federal pipeline increased 35% year-over-year; EMEA ARR growth rose 10 percentage points year-over-year to 25%, with defense & intelligence delivering mid-30% growth. Management also reported growth-products (Guardian, Pathfinder, Corellium, Drone Forensics) doubled year-over-year.
Q2 Guidance and Sequential Acceleration
Q2 ARR guidance of $510M–$513M implies $17M–$20M net new ARR (approx. 50% sequential growth at the midpoint). Q2 revenue guidance of $130M–$133M (+15% to 17% YoY) and adjusted EBITDA guidance of $29M–$31M (22%–23% margin) were provided, factoring in ~2 points of FX headwind.
Platform and Unlock Technology Enhancements
New advanced Android and iOS unlock capabilities released (landing late in the quarter) and management reported high interest, simple proofs-of-concept and demonstrated pricing power for advanced unlock services.
Brand & Community Engagement
Hosted C2C conference that grew attendees >20% to ~850 with international participation; raised funds via JUSTYS gala and improved market awareness among law enforcement, defense and intelligence communities.
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 |
|---|---|---|---|
May 14, 2026 | $12.10 | $13.12 | +8.43% |
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% |
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 Ltd. (CLBT) report earnings?
Cellebrite Di Ltd. (CLBT) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Cellebrite Di Ltd. (CLBT) earnings time?
Cellebrite Di Ltd. (CLBT) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is CLBT EPS forecast?
CLBT EPS forecast for the fiscal quarter 2026 (Q2) is 0.06.