Shares of Cellebrite, a leader in digital investigative solutions, surged 18.47% in after-hours trading following the release of its impressive third-quarter 2025 financial results. The company not only beat analyst expectations but also raised its full-year guidance, signaling strong confidence in its future performance.
Cellebrite reported Q3 revenue of $126.03 million, surpassing the consensus estimate of $122.01 million and marking an 18% year-over-year increase. The company's adjusted EBITDA of $37.74 million also outperformed expectations, coming in significantly higher than the projected $32.18 million. This strong performance resulted in an adjusted EBITDA margin of 29.9%, showcasing the company's operational efficiency.
Key drivers of Cellebrite's success included a 21% growth in subscription revenue, fueled by strong demand in U.S. state and local markets, as well as in Latin America. The company's CEO, Thomas E. Hogan, highlighted significant expansion within the U.S. Federal business segment, which contributed to the overall growth. Looking ahead, Cellebrite raised its full-year 2025 revenue guidance to between $470 million and $475 million, representing a 17% to 18% annual growth. This optimistic outlook, coupled with the announcement of new product capabilities in its Autumn 2025 Release, has instilled confidence in investors, driving the substantial after-hours stock price increase.