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Cellebrite DI Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.0444 |
| EPS Surprise | -59.64% |
| Revenue estimate | 127.014M |
| Revenue actual | 128.301M |
| Revenue Surprise | 1.01% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.140 |
| EPS actual | $0.0900 |
| EPS Surprise | -35.71% |
| Revenue estimate | 126.149M |
| Revenue actual | 128.821M |
| Revenue Surprise | 2.12% |
| Release date | Nov 12, 2025 |
| EPS estimate | $0.0945 |
| EPS actual | $0.140 |
| EPS Surprise | 48.16% |
| Revenue estimate | 122.98M |
| Revenue actual | 126.029M |
| Revenue Surprise | 2.48% |
| Release date | Aug 14, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.120 |
| EPS Surprise | 20.00% |
| Revenue estimate | 112.209M |
| Revenue actual | 113.276M |
| Revenue Surprise | 0.95% |
Last 4 Quarters for Cellebrite DI
Below you can see how CLBT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 14, 2025 |
| Price on release | $15.29 |
| EPS estimate | $0.100 |
| EPS actual | $0.120 |
| EPS surprise | 20.00% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $13.57 |
| Aug 11, 2025 | $13.52 |
| Aug 12, 2025 | $13.91 |
| Aug 13, 2025 | $13.99 |
| Aug 14, 2025 | $15.29 |
| Aug 15, 2025 | $15.60 |
| Aug 18, 2025 | $16.16 |
| Aug 19, 2025 | $15.80 |
| Aug 20, 2025 | $15.48 |
| 4 days before | 12.68% |
| 4 days after | 1.24% |
| On release day | 2.03% |
| Change in period | 14.08% |
| Release date | Nov 12, 2025 |
| Price on release | $15.97 |
| EPS estimate | $0.0945 |
| EPS actual | $0.140 |
| EPS surprise | 48.16% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $15.26 |
| Nov 07, 2025 | $15.40 |
| Nov 10, 2025 | $15.61 |
| Nov 11, 2025 | $15.70 |
| Nov 12, 2025 | $15.97 |
| Nov 13, 2025 | $19.29 |
| Nov 14, 2025 | $18.45 |
| Nov 17, 2025 | $18.17 |
| Nov 18, 2025 | $18.30 |
| 4 days before | 4.65% |
| 4 days after | 14.59% |
| On release day | 20.79% |
| Change in period | 19.92% |
| Release date | Feb 11, 2026 |
| Price on release | $14.26 |
| EPS estimate | $0.140 |
| EPS actual | $0.0900 |
| EPS surprise | -35.71% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $13.59 |
| Feb 06, 2026 | $14.17 |
| Feb 09, 2026 | $14.65 |
| Feb 10, 2026 | $14.94 |
| Feb 11, 2026 | $14.26 |
| Feb 12, 2026 | $13.70 |
| Feb 13, 2026 | $14.64 |
| Feb 17, 2026 | $14.30 |
| Feb 18, 2026 | $14.04 |
| 4 days before | 4.93% |
| 4 days after | -1.54% |
| On release day | -3.93% |
| Change in period | 3.31% |
| Release date | May 14, 2026 |
| Price on release | $13.12 |
| EPS estimate | $0.110 |
| EPS actual | $0.0444 |
| EPS surprise | -59.64% |
| Date | Price |
|---|---|
| May 08, 2026 | $13.62 |
| May 11, 2026 | $13.05 |
| May 12, 2026 | $12.74 |
| May 13, 2026 | $12.10 |
| May 14, 2026 | $13.12 |
| May 15, 2026 | $12.98 |
| May 18, 2026 | $13.63 |
| May 19, 2026 | $13.46 |
| May 20, 2026 | $13.40 |
| 4 days before | -3.67% |
| 4 days after | 2.13% |
| On release day | -1.07% |
| Change in period | -1.62% |
Cellebrite DI Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong Q1 financials: ARR grew 21% YoY to $493M; revenue $128.3M (up 19%); adjusted EBITDA $30.6M (up 29%); trailing-12-month free cash flow margin ~32%; cash, cash equivalents & investments ~$535M. Headcount 1,271. Corellium costs absorbed for the quarter; SCG acquisition closed.
- Q2 outlook and full-year posture: Q2 ARR guidance $510M–$513M (net new ARR $17M–$20M), revenue guidance $130M–$133M, adjusted EBITDA $29M–$31M. Company confirms full-year guide and expects product-driven acceleration in H2. FX is a modest headwind.
- AI product momentum: Genesis (agentic investigative AI) publicly announced March 16, pre-GA trials produced >500 registered early users across 15+ countries with strong, unsolicited customer praise. Management expects GA mid‑June and that AI revenue—previously modeled as zero for 2026—will contribute meaningfully going forward. Management estimates an Investigative AI TAM of ~$12.5B over four years and sees AI as a potential path to materially expand ARR (management says it could approach doubling the business with strong execution).
- Product & platform milestones: Guardian Investigate (AI-powered evidence/case management) moved to general availability; advanced Android/iOS unlock capabilities improved in late Q1; on‑prem AI options in development. FedRAMP High ATO achieved (opens U.S. federal opportunities). Drone forensics (SCG) and Corellium strengthen platform breadth.
- Commercial traction and pipeline: U.S. Federal pipeline up ~35% YoY; EMEA ARR growth accelerated to ~25% with defense & intelligence up mid-30s; management highlights larger, more strategic deals and improving federal momentum. Sales leaders report strong access to investigative users and significant product interest from detective communities.
- Go-to-market & adoption notes: Early Genesis distribution was free for trials to accelerate word-of-mouth; management expects rapid adoption due to demonstrable productivity and life/safety impact. Pricing strategy will be initially aggressive to drive broad adoption; monetization expected post-GA.
- Organizational & risk items: Chief Product & Technology Officer to retire July 1; Shiv Ramji named President of Products and Technology. Management reiterates forward-looking risks and that AI dynamics remain fast-moving and inherently uncertain.
