Cellebrite DI Q4 Earnings Call Highlights

1 month ago 19

MarketBeat

Wed, February 11, 2026 astatine 11:52 AM CST 8 min read

Cellebrite DI logo

Strong FY‑2025 financials: ARR was $481 cardinal (+21% YoY including Corellium; +17% ex‑Corellium), Q4 gross was $128.8 cardinal (+18%), full‑year gross $475.7 cardinal (+19%), with Q4 gross borderline astatine 86% and Adjusted EBITDA up 33% to $38.3 million; escaped currency travel totaled $160 cardinal and cash/investments ended astatine $535 million.
Rapid cloud, SaaS and merchandise momentum: SaaS/cloud ARR grew >50% and present represents 22% of full ARR, Guardian has delivered six consecutive quarters of 100%+ YoY growth, and absorption converted 55% of the installed basal to Inseyets portion advancing AI and mobile probe initiatives.
M&A and 2026 outlook: Cellebrite closed the Corellium woody (adding $16.1 cardinal ARR and ARM virtualization tech) and agreed to get SCG Canada (drone forensics) for ~$15–20 million, portion guiding 2026 ARR to $567–573 million, gross to $565–571 million, and Adjusted EBITDA to $149–155 cardinal with absorption expecting national unreality request to reaccelerate.
Interested successful Cellebrite DI Ltd.? Here are 5 stocks we similar better.

Cellebrite DI (NASDAQ:CLBT) executives said the institution finished fiscal 2025 with a “solid” 4th fourth and highlighted expanding adoption of its unreality and bundle offerings, rising profitability, and a slate of merchandise and go-to-market initiatives aimed astatine reaccelerating maturation successful 2026. Management besides discussed advancement integrating the precocious acquired Corellium concern and announced an statement to get SCG Canada, a drone forensics provider.

For fiscal 2025, Cellebrite reported full yearly recurring gross (ARR) of $481 million, up 21% twelvemonth implicit twelvemonth and including Corellium. CFO David Barter said Corellium contributed $16.1 cardinal of ARR astatine the clip of closing connected December 1; excluding Corellium, ARR grew 17% twelvemonth implicit year. Sequentially, ARR accrued 6% from the 3rd quarter.

→ Once Upon A Farm: Buy the $1B Growth Story?

Fourth-quarter gross roseate 18% to $128.8 million, including astir $1 cardinal from Corellium. Full-year gross accrued 19% to $475.7 million. Barter said bundle solutions accounted for astir 90% of fourth-quarter and full-year revenue.

Profitability improved arsenic well. Fourth-quarter gross borderline was 86% (gross nett of $110.8 million), and full-year gross borderline was 85%. Adjusted EBITDA successful the 4th fourth was $38.3 million, up 33% twelvemonth implicit year, with the borderline expanding 340 ground points to 29.8%. Full-year Adjusted EBITDA was $127.6 million, representing a 26.8% margin.

→ 3 ETFs Designed to Survive the Next Market Crash