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Cellebrite DI
Cellebrite DI (CLBT) investor relations material
Cellebrite DI Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record Q4 and full-year 2025 results, with 21% ARR growth to $481M and strong revenue and profitability, driven by SaaS, AI, and acquisitions including Corellium.
Strategic progress included Corellium acquisition ($16.1M ARR contribution), launch of Inseyets, SaaS/cloud expansion, and agreement to acquire SCG Canada for drone forensics.
Outperformed guidance on Q4 revenue and Adjusted EBITDA; Free Cash Flow reached $160.3M with a 34% margin.
Expanded sales team and talent, and launched AI Innovation Center to drive future growth.
Financial highlights
Q4 2025 revenue grew 18% year-over-year to $128.8M; full-year revenue up 19% to $475.7M.
Q4 subscription revenue up 21% to $115.5M; full-year subscription revenue up 21% to $427.0M.
Q4 Adjusted EBITDA was $38.3M (29.8% margin); full-year Adjusted EBITDA was $127.6M (26.8% margin).
Free Cash Flow for 2025 was $160.3M (34% margin); ended 2025 with $483.8M in cash and investments.
Q4 GAAP net income $21.3M; non-GAAP net income $36.7M.
Outlook and guidance
2026 ARR guidance: $567M–$573M (18–19% growth); revenue: $565M–$571M (19–20% growth); Adjusted EBITDA: $149M–$155M (26–27% margin).
Q1 2026 ARR expected at $491M–$493M (20–21% growth); revenue at $126M–$129M (18–20% growth).
Guidance philosophy now uses tighter ranges, based on renewals pipeline and RPO coverage.
Management expects accelerated ARR growth, continued SaaS/cloud adoption, and a rebound in U.S. Federal segment.
Elaborate on drone data as 2nd most valuable source?
AI Innovation Center's immediate focus
What drives US Federal segment rebound expectation?
Drone forensics: long-term platform vision?
Monetization strategy for agentic AI apps?
FedRAMP ATO: 9 petabyte deal revenue impact?
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Next Cellebrite DI earnings date
Q1 202613 May, 2026
Cellebrite DI
Next Cellebrite DI earnings date
Q1 202613 May, 2026
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Frequently asked questions
Cellebrite DI Ltd. is an Israel-based technology company specializing in digital intelligence solutions. The company provides tools and software for data extraction, analysis, and management, supporting law enforcement, military, and private sector organizations in investigations and operations. Cellebrite’s products are used for mobile device forensics, digital evidence collection, and workflow automation. The company is headquartered in Petah Tikva, Israel, and its shares are listed on the NASDAQ.
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