Overview
Cellebrite Q3 revenue grows 18% yr/yr, beating analyst expectations
Adjusted EBITDA for Q3 beats estimates, reflecting strong operational performance
Net income for Q3 misses analyst expectations
Outlook
Cellebrite expects full-year 2025 revenue of $470 mln to $475 mln
Company forecasts 2025 ARR of $460 mln to $475 mln
Cellebrite anticipates Q4 2025 adjusted EBITDA of $35 mln to $38 mln
Result Drivers
U.S. FEDERAL BUSINESS - Significant expansion with marquee clients in U.S. Federal sector contributed to growth
SUBSCRIPTION REVENUE - 21% growth in subscription revenue driven by demand in U.S. state and local and Latin America segments
PRODUCT INNOVATION - Autumn 2025 Release with new capabilities and integrations enhanced digital investigation solutions
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $126.03 mln | $122.01 mln (8 Analysts) |
Q3 Adjusted EPS | $0.14 | ||
Q3 Net Income | Miss | $20.19 mln | $31.53 mln (4 Analysts) |
Q3 Adjusted EBITDA | Beat | $37.74 mln | $32.18 mln (7 Analysts) |
Q3 Gross Margin | 83.90% | ||
Q3 Cash Flow from Operating Activities | $33.27 mln | ||
Q3 Operating Income | $18.99 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Cellebrite DI Ltd is $23.00, about 31.7% above its November 11 closing price of $15.70
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 29 three months ago
Press Release: ID:nGNX3QwFRl
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)