Cellebrite DI Ltd. Ordinary Shares Earnings Recaps
Q1 2026
May 16, 2026
Cellebrite's stock gained 7.3% post-earnings, driven by ARR growth that met or exceeded guidance and the promising early adoption of its new AI product, Genesis, signaling potential upside beyond current revenue expectations.
Key takeaways
- Annual Recurring Revenue (ARR) grew 21% year-over-year to $493 million, meeting or surpassing the high end of guidance.
- Adjusted EBITDA increased 29% year-over-year to $30.6 million.
- Free cash flow margin for the trailing 12 months remained strong at 32%.
- Genesis, the newly launched AI-enabled investigative analytics solution, has over 500 registered early users across 15 countries despite no marketing or pricing efforts.
- Early feedback from users highlights significant efficiencies and potential life-saving capabilities, suggesting upside to product penetration beyond 2026 plans, which currently assume zero AI-related revenue.
Q3 2025
Nov 13, 2025
Cellebrite DI Ltd. reported robust third-quarter results for 2025, highlighted by strong growth in annual recurring revenue (ARR) and subscription sales, reflecting solid demand across key segments.
Key takeaways
- ARR grew by 19% year-over-year, with subscription revenue rising 21%, driven by strong performance in the U.S. state and local sectors.
- Adjusted EBITDA increased by 20%, accompanied by a 60 basis points margin expansion, underscoring efficiency improvements alongside revenue growth.
- The company successfully converted approximately 47% of its installed digital forensics license base to the insights offering, on target to surpass its 2025 goal.
- Cloud and SaaS solutions are gaining traction, with ARR for these offerings growing three times faster than total ARR, doubling the customer base for the Guardian solution year-over-year.
- Strategic investments in the defense and intelligence sector are proving fruitful, with increased adoption by global agencies for critical use cases.