Cellebrite (CLBT) Investor update summary

Technology evolution and core competencies

• Expanded from mobile device access to a comprehensive digital investigation platform, supporting the entire lifecycle from collection to actionable intelligence.

• Focus on transforming digital data into evidence and intelligence, not just device access.

• Decades of domain expertise and unique products enable evidence to withstand legal scrutiny.

• AI integration, highlighted by the Genesis product launch, accelerates insights and workflow efficiency.

Customer base and adoption trends

• User base has broadened from digital forensic labs to include investigators, analysts, and prosecutors, expanding total addressable market.

• AI and platform expansion have increased engagement with senior personnel and more units within agencies.

• Adoption of AI-powered tools is rapid, with both technical and non-technical users embracing the technology due to its clear value.

• Early access for Genesis saw around 800 users, with a strategy to convert them to paying customers.

Product innovation and AI integration

• Genesis, an AI-powered product, is now generally available, offering rapid, actionable insights for investigations.

• Guardian Investigate extends the SaaS platform for broader investigative use, serving as a system of record for evidence and case management.

• Both Genesis and Guardian Investigate enable multi-source case creation, integrating mobile, computer, and other data types.

• AI-driven analytics reduce investigation times from weeks to minutes, with significant real-world impact.