Cellebrite (CLBT) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Product innovation and platform overview

• Offers a Case-to-Closure platform with core products: digital forensic software, Inseyets, Guardian, and Pathfinder, each leveraging AI for data extraction, analysis, and actionable insights.

• Recent acquisitions include Corellium and a Drone Forensics company, expanding capabilities to new digital vectors.

• AI-driven features enable advanced image classification, translation, and thread decryption across multiple devices and languages.

• Guardian ensures chain of custody and collaboration, while Pathfinder handles large-scale analytical investigations.

• New agentic solutions and free-tier Investigate product are being piloted with design partners to accelerate adoption.

Customer base and go-to-market strategy

• State and local governments are the largest customer segment, with federal agencies and enterprises making up smaller portions.

• Land-and-expand approach starts with small deployments, expanding as agencies realize value and require more advanced capabilities.

• Cross-selling is enabled by modular product offerings and deep relationships with law enforcement.

• New products are introduced through design partnerships, allowing rapid feedback and product hardening.

• Use cases span high-profile criminal investigations, including kidnappings and murders, with AI uncovering complex, international crimes.

Data, AI, and compliance

• Proprietary data is collected lawfully via search warrants or consent, with strict KYC policies governing customer eligibility.

• Specialized appliances and exploit processes are used to access encrypted data from a wide range of devices.

• AI models are primarily proprietary, with some third-party integration, focusing on ethical and lawful investigations.

• Differentiates between forensics and surveillance, emphasizing compliance and ethical standards.

• Unlock technology is reserved for vetted law enforcement and select enterprise customers with proper authorization.