Cellebrite Reports Strong Q4 2025 Earnings with Strategic Acquisitions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy CLBT?
Source: seekingalpha
- Significant Revenue Growth: Cellebrite's Q4 2025 revenue reached $128.8 million, an 18% increase year-over-year, including approximately $1 million from the Corellium acquisition, indicating strong market demand in the digital forensics sector.
- Strong Free Cash Flow: The company reported a full-year free cash flow of $160 million, representing a 30% growth over 2024, with a free cash flow margin of 34%, providing ample funding for future investments and acquisitions.
- Strategic Acquisitions Advance: Cellebrite completed the acquisition of Corellium, enhancing its capabilities in mobile forensics, and announced the acquisition of SCG Canada, further expanding its position in drone forensics, aligning with the company's long-term strategic direction.
- Optimistic 2026 Outlook: Cellebrite projects its annual recurring revenue (ARR) for 2026 to be between $567 million and $573 million, reflecting an 18% to 19% growth rate, demonstrating the company's confidence in future growth and sustained market demand.
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Analyst Views on CLBT
Wall Street analysts forecast CLBT stock price to rise
7 Analyst Rating
6 Buy
0 Hold
1 Sell
Moderate Buy
Current: 13.700
Low
23.00
Averages
24.20
High
25.00
Current: 13.700
Low
23.00
Averages
24.20
High
25.00
About CLBT
Cellebrite DI Ltd is an Israel-based company engaged primarily in the software sector. The Company is committed to providing a Digital Intelligence (DI) platform for managing DI in legally sanctioned investigations. The Company provides solutions for the public and private sectors, enabling organizations in mastering the complexities of legally sanctioned digital investigations by streamlining intelligence processes. The Company's platform and solutions transform how customers collect, review, analyze and manage data in legally sanctioned investigations. The Company aims to enable its customers to protect and save lives, accelerate justice, and preserve privacy in communities around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
"Exploring Vibe-Coding in Gas Town: A Guide to the Software Market Decline Featuring 4 Attractive Stock Selections."
Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
See More
Cellebrite Reports Strong Q4 2025 Earnings with Strategic Acquisitions
- Significant Revenue Growth: Cellebrite's Q4 2025 revenue reached $128.8 million, an 18% increase year-over-year, including approximately $1 million from the Corellium acquisition, indicating strong market demand in the digital forensics sector.
- Strong Free Cash Flow: The company reported a full-year free cash flow of $160 million, representing a 30% growth over 2024, with a free cash flow margin of 34%, providing ample funding for future investments and acquisitions.
- Strategic Acquisitions Advance: Cellebrite completed the acquisition of Corellium, enhancing its capabilities in mobile forensics, and announced the acquisition of SCG Canada, further expanding its position in drone forensics, aligning with the company's long-term strategic direction.
- Optimistic 2026 Outlook: Cellebrite projects its annual recurring revenue (ARR) for 2026 to be between $567 million and $573 million, reflecting an 18% to 19% growth rate, demonstrating the company's confidence in future growth and sustained market demand.
See More
Cellebrite Q4 Earnings Exceed Expectations with Strong Revenue Growth
- Significant Revenue Growth: Cellebrite reported Q4 revenue of $128.82 million, an 18.2% year-over-year increase that exceeded market expectations by $2.75 million, indicating strong demand and competitiveness in the digital forensics market.
- Strong Subscription Revenue: The company achieved subscription revenue of $115.5 million, up 21% year-over-year, demonstrating Cellebrite's success in establishing a sustainable revenue stream, which enhances its long-term financial stability.
- Annual Recurring Revenue Increase: Cellebrite's total ARR reached $480.8 million, a 21% increase year-over-year, including $16.1 million from Corellium, showcasing the strategic value and integration capabilities of its acquisition.
- Optimistic Future Outlook: The company projects Q1 2026 ARR to be between $491 million and $493 million, with full-year revenue expected to range from $565 million to $571 million, reflecting management's confidence in future growth and market potential.
See More
Cellebrite Reports Significant Growth in FY 2025 Performance
- ARR Growth: Cellebrite's annual recurring revenue (ARR) surged by 21% to $480.8 million, reflecting strong expansion across all major markets and robust performance of its flagship offerings, solidifying its leadership in digital forensics.
- Revenue and Net Income Increase: Total revenue rose by 18% to $128.8 million in 2025, with net income at $21.3 million supporting a non-GAAP net income of $36.7 million, indicating significant achievements in optimizing resource allocation and customer relationships.
- Adjusted EBITDA Performance: Adjusted EBITDA reached $38.3 million with a 29.8% margin, enhancing the company's profitability and providing strong cash flow support for future investments and expansions.
- Optimistic 2026 Outlook: Cellebrite anticipates ARR to reach $491 million to $493 million in 2026, with a growth rate of 20% to 21%, showcasing ongoing growth potential in global law enforcement, defense, and intelligence sectors, particularly in drone forensics and AI analytics innovations.
See More
Cellebrite to Announce Q4 Earnings on February 11
- Earnings Announcement: Cellebrite (CLBT) is set to release its Q4 2023 earnings on February 11 before market open, with consensus EPS estimate at $0.14, reflecting a 40% year-over-year increase, and revenue expected at $126.07 million, up 15.7%, providing crucial performance insights for investors.
- Historical Performance: Over the past two years, Cellebrite has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating stability in profitability and revenue growth, which enhances market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and three downward adjustments, while revenue estimates experienced two upward and three downward revisions, indicating a divergence in market sentiment regarding Cellebrite's future performance, which may influence investor decisions.
- Market Analysis Context: Despite a strong Q3 performance, Cellebrite's stock rating has been downgraded due to valuation and technical issues, prompting investors to closely monitor the upcoming earnings report for potential impacts on stock price.
See More
Cellebrite Releases 2026 Industry Trends Report Highlighting Digital Evidence Importance
- Smartphone Importance in Investigations: 97% of investigators cite smartphones as the primary source of digital evidence, a 24% increase from 2024, reflecting public expectations for digital evidence usage in cases, prompting law enforcement agencies to accelerate technological transformation to meet demands.
- AI Adoption Barriers: 65% of public safety respondents believe AI can expedite investigations, yet nearly one-third report their agencies prohibit AI use, highlighting a contradiction between technology adoption and policy that impacts investigative efficiency.
- Prevalence of Digital Evidence: 95% of respondents acknowledge that digital evidence aids in case resolution, but only 62% of agency leaders are reallocating resources from traditional methods to digital, indicating a significant execution gap in modernization efforts that affects law enforcement efficiency.
- Gradual Cloud Adoption: Cloud adoption for digital evidence management is projected to reach 42% by 2026, although two-thirds of respondents still rely on physical storage devices, increasing risks in evidence sharing and hindering inter-agency collaboration.
See More
"Exploring Vibe-Coding in Gas Town: A Guide to the Software Market Decline Featuring 4 Attractive Stock Selections."
Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
See More
Cellebrite Reports Strong Q4 2025 Earnings with Strategic Acquisitions
- Significant Revenue Growth: Cellebrite's Q4 2025 revenue reached $128.8 million, an 18% increase year-over-year, including approximately $1 million from the Corellium acquisition, indicating strong market demand in the digital forensics sector.
- Strong Free Cash Flow: The company reported a full-year free cash flow of $160 million, representing a 30% growth over 2024, with a free cash flow margin of 34%, providing ample funding for future investments and acquisitions.
- Strategic Acquisitions Advance: Cellebrite completed the acquisition of Corellium, enhancing its capabilities in mobile forensics, and announced the acquisition of SCG Canada, further expanding its position in drone forensics, aligning with the company's long-term strategic direction.
- Optimistic 2026 Outlook: Cellebrite projects its annual recurring revenue (ARR) for 2026 to be between $567 million and $573 million, reflecting an 18% to 19% growth rate, demonstrating the company's confidence in future growth and sustained market demand.
See More
Cellebrite Q4 Earnings Exceed Expectations with Strong Revenue Growth
- Significant Revenue Growth: Cellebrite reported Q4 revenue of $128.82 million, an 18.2% year-over-year increase that exceeded market expectations by $2.75 million, indicating strong demand and competitiveness in the digital forensics market.
- Strong Subscription Revenue: The company achieved subscription revenue of $115.5 million, up 21% year-over-year, demonstrating Cellebrite's success in establishing a sustainable revenue stream, which enhances its long-term financial stability.
- Annual Recurring Revenue Increase: Cellebrite's total ARR reached $480.8 million, a 21% increase year-over-year, including $16.1 million from Corellium, showcasing the strategic value and integration capabilities of its acquisition.
- Optimistic Future Outlook: The company projects Q1 2026 ARR to be between $491 million and $493 million, with full-year revenue expected to range from $565 million to $571 million, reflecting management's confidence in future growth and market potential.
See More
Cellebrite Reports Significant Growth in FY 2025 Performance
- ARR Growth: Cellebrite's annual recurring revenue (ARR) surged by 21% to $480.8 million, reflecting strong expansion across all major markets and robust performance of its flagship offerings, solidifying its leadership in digital forensics.
- Revenue and Net Income Increase: Total revenue rose by 18% to $128.8 million in 2025, with net income at $21.3 million supporting a non-GAAP net income of $36.7 million, indicating significant achievements in optimizing resource allocation and customer relationships.
- Adjusted EBITDA Performance: Adjusted EBITDA reached $38.3 million with a 29.8% margin, enhancing the company's profitability and providing strong cash flow support for future investments and expansions.
- Optimistic 2026 Outlook: Cellebrite anticipates ARR to reach $491 million to $493 million in 2026, with a growth rate of 20% to 21%, showcasing ongoing growth potential in global law enforcement, defense, and intelligence sectors, particularly in drone forensics and AI analytics innovations.
See More
Cellebrite to Announce Q4 Earnings on February 11
- Earnings Announcement: Cellebrite (CLBT) is set to release its Q4 2023 earnings on February 11 before market open, with consensus EPS estimate at $0.14, reflecting a 40% year-over-year increase, and revenue expected at $126.07 million, up 15.7%, providing crucial performance insights for investors.
- Historical Performance: Over the past two years, Cellebrite has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating stability in profitability and revenue growth, which enhances market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and three downward adjustments, while revenue estimates experienced two upward and three downward revisions, indicating a divergence in market sentiment regarding Cellebrite's future performance, which may influence investor decisions.
- Market Analysis Context: Despite a strong Q3 performance, Cellebrite's stock rating has been downgraded due to valuation and technical issues, prompting investors to closely monitor the upcoming earnings report for potential impacts on stock price.
See More
Cellebrite Releases 2026 Industry Trends Report Highlighting Digital Evidence Importance
- Smartphone Importance in Investigations: 97% of investigators cite smartphones as the primary source of digital evidence, a 24% increase from 2024, reflecting public expectations for digital evidence usage in cases, prompting law enforcement agencies to accelerate technological transformation to meet demands.
- AI Adoption Barriers: 65% of public safety respondents believe AI can expedite investigations, yet nearly one-third report their agencies prohibit AI use, highlighting a contradiction between technology adoption and policy that impacts investigative efficiency.
- Prevalence of Digital Evidence: 95% of respondents acknowledge that digital evidence aids in case resolution, but only 62% of agency leaders are reallocating resources from traditional methods to digital, indicating a significant execution gap in modernization efforts that affects law enforcement efficiency.
- Gradual Cloud Adoption: Cloud adoption for digital evidence management is projected to reach 42% by 2026, although two-thirds of respondents still rely on physical storage devices, increasing risks in evidence sharing and hindering inter-agency collaboration.
See More
