The earnings call highlighted significant growth in ARR, cloud and SaaS solutions, and the Guardian product. The acquisition of Corellium is expected to further boost innovation and market expansion. However, uncertainty in the U.S. Federal market and modest private sector performance present challenges. Despite these challenges, the company's strong financial performance and strategic initiatives contribute to an overall positive sentiment.

Company Guidance

During Cellebrite's second-quarter 2025 financial results call, the company provided guidance along with a detailed review of its financial performance. The company reported ARR growth of 21%, reaching $419 million, with the Americas contributing 54% of total ARR. The growth was primarily driven by increased spending within the customer base, particularly in the U.S. state and local government and Latin America. Revenue for the quarter was $113.3 million, marking an 18% increase, driven by a 21% rise in subscription revenue. The gross margin stood at 85%, with adjusted EBITDA reaching $27.9 million, a 29% increase from the previous year, leading to a margin of 24.6%. Despite uncertainties in U.S. federal spending, the company maintained a positive outlook, projecting full-year ARR growth between 16% and 20%, with revenue expected to grow by 16% to 18%. The company also highlighted its strategic initiatives, including the acquisition of Corellium and advancements in AI-driven internal innovations, as key drivers for future growth.

Strong ARR Growth

ARR grew 21% to $419 million, driven by increased spending within the customer base. The Americas led with 24% growth, followed by 21% in Asia Pacific and 17% in EMEA.

Cloud and SaaS Solutions Growth

Cloud and SaaS solutions reached 20% of total ARR, reflecting over 50% growth in these offerings.

Guardian Product Success

ARR for Guardian grew by more than 100% year-on-year for the fourth consecutive quarter, with strong adoption in U.S. SLG, Latin America, the U.K., and Australia.

Improved Profitability

Adjusted EBITDA for the second quarter increased 29% to $27.9 million, with a margin increase of 200 basis points to 24.6%.

Corellium Acquisition

The acquisition of Corellium is expected to accelerate innovation and expand Cellebrite's addressable market, particularly in the defense and intelligence sectors.

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

Daily Earnings Calendar >

CLBT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.10 / -	-0.99	―	―	―
Aug 14, 2025	2025 (Q2)	0.08 / 0.08	-0.12	166.67% (+0.20)
May 14, 2025	2025 (Q1)	0.05 / 0.07	-0.36	119.44% (+0.43)
Feb 13, 2025	2024 (Q4)	0.07 / 0.08	-0.08	200.00% (+0.16)
Nov 06, 2024	2024 (Q3)	0.07 / -0.99	0.03	-3400.00% (-1.02)
Aug 15, 2024	2024 (Q2)	0.04 / -0.12	-0.17	29.41% (+0.05)
May 23, 2024	2024 (Q1)	0.02 / -0.36	-0.21	-71.43% (-0.15)
Feb 15, 2024	2023 (Q4)	0.03 / -0.08	0.04	-300.00% (-0.12)
Nov 14, 2023	2023 (Q3)	0.03 / 0.03	0.13	-76.92% (-0.10)
Aug 08, 2023	2023 (Q2)	0.01 / -0.17	0.17	-200.00% (-0.34)

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
Aug 14, 2025	$13.99	$15.29	+9.29%
May 14, 2025	$20.12	$17.81	-11.48%
Feb 13, 2025	$24.92	$21.70	-12.92%
Nov 06, 2024	$19.15	$19.09	-0.31%

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 Nov 05, 2025, Before Open (Confirmed).

What is Cellebrite DI (CLBT) earnings time?

Cellebrite DI (CLBT) earnings time is at Nov 05, 2025, 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 2025 (Q3) is 0.1.

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