Cellebrite DI Q4 Earnings Call Highlights - Yahoo Finance

Cellebrite DI Q4 Earnings Call Highlights Cellebrite DI logo MarketBeat February 11, 2026 8 min read CLBT +5.01% Key Points Strong FY‑2025 financials: ARR was $481 million (+21% YoY including Corellium; +17% ex‑Corellium), Q4 revenue was $128.8 million (+18%), full‑year revenue $475.7 million (+19%), with Q4 gross margin at 86% and Adjusted EBITDA up 33% to $38.3 million; free cash flow totaled $160 million and cash/investments ended at $535 million. Rapid cloud, SaaS and product momentum: SaaS/cloud ARR grew >50% and now represents 22% of total ARR, Guardian has delivered six consecutive quarters of 100%+ YoY growth, and management converted 55% of the installed base to Inseyets while advancing AI and mobile research initiatives. M&A and 2026 outlook: Cellebrite closed the Corellium deal (adding $16.1 million ARR and ARM virtualization tech) and agreed to acquire SCG Canada (drone forensics) for ~$15–20 million, while guiding 2026 ARR to $567–573 million, revenue to $565–571 million, and Adjusted EBITDA to $149–155 million with management expecting federal cloud demand to reaccelerate. Interested in Cellebrite DI Ltd.? Here are five stocks we like better. Cellebrite DI (NASDAQ:CLBT) executives said the company finished fiscal 2025 with a “solid” fourth quarter and highlighted expanding adoption of its cloud and software offerings, rising profitability, and a slate of product and go-to-market initiatives aimed at reaccelerating growth in 2026. Management also discussed progress integrating the recently acquired Corellium business and announced an agreement to acquire SCG Canada, a drone forensics provider. Fourth-quarter and full-year results For fiscal 2025, Cellebrite reported total annual recurring revenue (ARR) of $481 million, up 21% year over year and including Corellium. CFO David Barter said Corellium contributed $16.1 million of ARR at the time of closing on December 1; excluding Corellium, ARR grew 17% year over year. Sequentially, ARR increased 6% from the third quarter. → Once Upon A Farm: Buy the $1B Growth Story? Fourth-quarter revenue rose 18% to $128.8 million, including about $1 million from Corellium. Full-year revenue increased 19% to $475.7 million. Barter said software solutions accounted for about 90% of fourth-quarter and full-year revenue. Profitability improved as well. Fourth-quarter gross margin was 86% (gross profit of $110.8 million), and full-year gross margin was 85%. Adjusted EBITDA in the fourth quarter was $38.3 million, up 33% year over year, with the margin expanding 340 basis points to 29.8%. Full-year Adjusted EBITDA was $127.6 million, representing a 26.8% margin. → Verizon: Your Total Return Leader for 2026 Might Be Hiding in Plain Sight Story Continues View Comments Terms and Privacy Policy Privacy Dashboard