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Cellebrite (CLBT) investor relations material
Cellebrite Fireside chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Introduction and agenda
Event hosted by Rudy Kessinger, featuring Cellebrite's CEO, CFO, CTO, and VP of IR and Treasury.
Safe harbor statement highlighted forward-looking statements and associated risks.
Background and experience of the speaker
CEO Shiv Ramji has been in the role for a month, focusing on customer, team, and shareholder engagement.
Current industry trends
Digital forensics remains a multi-vendor market, with ongoing competition in mobile device access and extraction.
AI is increasingly used by both vendors and OEMs to find and patch vulnerabilities, but the number of vulnerabilities remains steady.
Demand in defense and intelligence is rising due to global threat vectors and the centrality of digital evidence.
- Q2 2026 ARR up 21% to $508M; guidance lowered, but margin and profitability targets raised.CLBT
Q2 2026 - SaaS-driven investigative platform targets $1B growth via tech innovation, federal, and global expansion.CLBT
Bank of America Global Technology Conference 2025 - Rapid platform adoption, AI-driven analytics, and upsell-led growth drive digital forensics leadership.CLBT
TD Cowen ’s 53rd Annual Technology, Media & Telecom Conference 2025 - AI-powered analytics and new products drive growth and innovation in digital investigations.CLBT
Mizuho Technology Conference 2026 - AI-powered tools now deliver rapid, multi-source investigative insights, transforming case workflows.CLBT
Investor update - AI-driven platform expansion and FedRAMP High unlock new growth and efficiency opportunities.CLBT
46th Annual William Blair Growth Stock Conference - AI-powered platform and FedRAMP cloud drive growth and transformation in public safety.CLBT
TD Cowen's 54th Annual Technology, Media & Telecom Conference - Q3 revenue up 18% to $126M, ARR up 19%, and Corellium acquisition to boost future growth.CLBT
Q3 2025 - Q1 revenue up 20%, ARR up 23%, and adjusted EBITDA up 34% with strong 2025 outlook.CLBT
Q1 2025
Next Cellebrite earnings date
Next Cellebrite earnings date
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