Cellebrite DI Ltd. (CLBT) Q2 2026 Earnings Call Transcript
Cellebrite DI NASDAQ: CLBT reported second-quarter results that fell short of its expectations for annual recurring revenue, citing delayed large transactions, slower-than-anticipated pricing and expansion gains from customer migrations, and added procurement requirements for cloud and artificial intelligence offerings. The company lowered its full-year ARR and revenue outlook while raising its adjusted EBITDA target.
Cellebrite DI Ltd. (CLBT) came out with quarterly earnings of $0.11 per share, missing the Zacks Consensus Estimate of $0.12 per share.
Cellebrite DI NASDAQ: CLBT executives said the company is seeing broader customer adoption of its digital investigations platform, with artificial intelligence, cloud migration and U.S. federal authorization expected to shape its next phase of growth.
Cellebrite DI NASDAQ: CLBT executives said the digital investigations company is seeing renewed momentum in government demand, international markets and new product categories, including artificial intelligence and defense-focused capabilities, during a JPMorgan cybersecurity and DevOps event hosted by analyst Brian Essex.
Cellebrite DI Ltd. (CLBT) Presents at J.P.
Cellebrite delivered strong Q1 2026 results, with 19% revenue growth and notable subscription and ARR gains, beating analyst expectations. CLBT expanded its portfolio with the SCG Canada acquisition and launched AI-powered solutions, positioning itself for long-term growth and broader market reach. Despite robust top-line growth, gross, operating, and net margins declined; margin expansion remains a key area to monitor.
Cellebrite DI NASDAQ: CLBT reported first-quarter 2026 results that management said met or exceeded the high end of its guidance for annual recurring revenue and adjusted EBITDA, while executives highlighted a wave of new product launches centered on artificial intelligence, cloud-based case management and mobile device access.
Cellebrite DI Ltd. (CLBT) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share.
Cellebrite DI operates in a niche with strong regulatory moats, high switching costs, and robust customer entrenchment. CLBT's financials are solid: subscription revenue up 21%, ARR at $481M, Rule of 40 above 55, and FCF margin at 34%. AI integration enhances CLBT's value proposition, accelerating evidence discovery and reinforcing its competitive positioning and growth prospects.
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