Cellebrite Di Ltd Stock Price, News & Analysis

Cellebrite (NASDAQ: CLBT) reported third-quarter 2025 results with ARR $439.8M (+19%) and revenue $126.0M (+18%). Subscription revenue reached $112.7M (+21%) and recurring revenue NRR was 117%. GAAP net income was $20.2M; non-GAAP net income was $36.9M. Adjusted EBITDA was $37.7M with a 29.9% margin. Management reiterated full-year 2025 targets (ARR $460M–$475M; revenue $470M–$475M) and Q4 revenue guidance of $123M–$128M. Guidance excludes any contribution from the pending Corellium acquisition. The company highlighted product releases (Autumn 2025), Guardian Investigate SaaS (GA), and leadership hire for general counsel and compliance.

Cellebrite (Nasdaq: CLBT) announced on Oct 30, 2025 the appointment of Holly Windham as General Counsel and Chief Compliance Officer. She will oversee all legal and compliance matters and support efforts to ensure appropriate global use of Cellebrite technology. Ms. Windham succeeds Ayala Berler Shapira.

Ms. Windham previously served as Chief Legal Officer and Board Secretary at Self Financial, which serves more than 1.7 million consumers, and held multiple senior roles at Rackspace Technology, a $3 billion+ multi-cloud company where she led a team of 180 and participated in IPO and M&A activity exceeding $1 billion. She holds a J.D. from Pepperdine and a B.A. from Southwestern Oklahoma State University.

Cellebrite (NASDAQ: CLBT) announced that actor and advocate Terry Crews will headline its C2C User Summit 2026, taking place April 13–17, 2026 at the Washington, D.C. Marriott Marquis.

The second annual summit gathers public safety and private sector digital investigation professionals for immersive training, thought leadership, networking and qualified professional credit. Crews will share personal lessons on resilience and advocacy against human trafficking and abuse. The event features the Digital Justice Awards (Justys) and will showcase Cellebrite innovations including the newly added Corellium technology.

Cellebrite (NASDAQ: CLBT) will report its third-quarter 2025 financial results after the U.S. market close on Wednesday, November 12, 2025.

The company will host a live conference call and webcast at 5:00 p.m. ET the same day to review Q3 2025 results and discuss its full-year 2025 outlook. Participants can join via the provided call-in numbers or the live webcast, and historical financial tables and supplemental data will be posted on the quarterly results section of the company investor relations website.

Cellebrite (NASDAQ: CLBT) released its Autumn 2025 Release on Oct 15, 2025, adding agentic AI, cloud options and Arm-based device virtualization via a reseller agreement with Corellium while the company advances the acquisition process.

Key updates include Guardian Investigate (limited production with design partners; general availability scheduled for early 2026), expanded Guardian SaaS offerings with a new EU data-residency region, expanded Android/iOS collection via Inseyets, an AWS GovCloud deployment option for Pathfinder, and Corellium mobile vulnerability and app-security tooling now subscribed by multiple defense and intelligence customers in EMEA and APAC.

ValueAct Capital filed a Large Shareholding Report on October 9, 2025, disclosing an approximate 7.8% stake in Sun Corp (TSE:6736). ValueAct said it respects Sun’s businesses and highlighted Sun’s historical sponsorship of Cellebrite (NASDAQ:CLBT). ValueAct indicated it plans further engagement with management of both Sun and Cellebrite and expressed a belief that Sun is positioned to maximize the value of its Cellebrite investment, which ValueAct says could benefit stakeholders of both companies.

Cellebrite (NASDAQ: CLBT), a leader in Digital Investigative solutions, reported strong Q2 2025 results with revenue growing 18% to $113.3 million and ARR up 21% to $418.9 million. The company announced the appointment of Thomas E. Hogan as CEO and David Barter as CFO.

Key financial highlights include subscription revenue of $103.0 million (up 21% YoY), GAAP net income of $19.5 million, and adjusted EBITDA of $27.9 million with a 24.6% margin. The company announced plans to acquire Corellium for $170 million and received U.S. Department of Justice sponsorship for FedRAMP High authorization.

For full-year 2025, Cellebrite expects revenue between $465-475 million and ARR of $460-475 million, with adjusted EBITDA margin of 25-26%.

Cellebrite (NASDAQ: CLBT), a digital investigative solutions provider, has secured the U.S. Department of Justice as its official sponsoring agency for FedRAMP High authorization. This advancement moves Cellebrite Government Cloud (CGC) from FedRAMP High Ready status to "In Process" status, marking a crucial step toward full Authorization to Operate (ATO).

The CGC platform will launch with two key solutions: Cellebrite Inseyets for digital forensics capabilities and Cellebrite Guardian for evidence review, sharing, and storage. The cloud-based platform will enable federal agencies to access evidence securely from any location while maintaining flexibility through on-premises, hybrid, and offline solutions.

Cellebrite (NASDAQ: CLBT), a leader in Digital Investigative solutions, has appointed David Barter as its new Chief Financial Officer, effective immediately. Barter succeeds Dana Gerner, who served as CFO since 2014 and will remain in an advisory role until Q2 2025 earnings release.

Barter brings over 30 years of financial leadership experience, most recently serving as CFO at New Relic where he helped drive revenue growth to nearly $1 billion and supported a successful $6.5 billion sale. His previous roles include CFO positions at C3.ai and Model N, along with senior finance positions at Guidewire Software, Microsoft, and General Electric.

The company will report its Q2 2025 financial results on August 14, 2025, where it will also provide updates on strategic initiatives including the recently announced Corellium acquisition.