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Core Insights - Cellebrite DI Ltd. reported quarterly earnings of $0.10 per share, matching the Zacks Consensus Estimate, but down from $0.11 per share a year ago [1] - The company achieved revenues of $109.05 million for the quarter ended December 2024, exceeding the Zacks Consensus Estimate by 1.11% and up from $93.01 million year-over-year [2] - The stock has gained approximately 13.1% since the beginning of the year, outperforming the S&P 500's gain of 2.9% [3] Earnings Performance - The company has surpassed consensus EPS estimates three out of the last four quarters, with a previous quarter surprise of 27.27% [1] - Current consensus EPS estimate for the upcoming quarter is $0.09, with expected revenues of $107.93 million, and for the current fiscal year, the estimate is $0.44 on revenues of $469.44 million [7] Industry Outlook - The Technology Services industry, to which Cellebrite belongs, is currently ranked in the top 31% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5][6]

Financial Performance - Fourth-quarter 2024 revenue reached $109.0 million, a 17% year-over-year increase[1] - Subscription revenue for the fourth quarter was $95.1 million, up 21% year-over-year[3] - Annual Recurring Revenue (ARR) grew 25% to $395.9 million[1] - Full-year 2024 revenue totaled $401.2 million, reflecting a 23% year-over-year increase[8] - Revenue for Q4 2024 reached $109,049,000, a 17.2% increase from $93,013,000 in Q4 2023[27] - Total revenue for Q4 2024 reached $109.049 million, a 17.2% increase from $93.013 million in Q4 2023[31] Profitability Metrics - Adjusted EBITDA for the fourth quarter was $28.8 million, with a margin of 26.4%[3] - Operating income for Q4 2024 was $15,727,000, compared to $14,999,000 in Q4 2023, indicating a 4.9% increase[27] - Net income for Q4 2024 was $19,269,000, a significant recovery from a net loss of $14,647,000 in Q4 2023[27] - The adjusted EBITDA margin for the year ended December 31, 2024, was 24.8%, compared to 19.1% in 2023, showing an improvement of 5.7 percentage points[27] - The company achieved a non-GAAP operating income of $92,119 million for the year 2024, compared to $55,282 million in 2023, indicating a 67% increase[36] - The non-GAAP net income for the year 2024 reached $97,761 million, up from $60,926 million in 2023, which is a 60% increase[38] Cash Flow and Assets - Cash flow from operating activities for the year ended December 31, 2024, was $132,171,000, compared to $102,058,000 in 2023, marking a 29.5% increase[27] - Total assets as of December 31, 2024, amounted to $690,567,000, up from $532,885,000 in 2023, representing a 29.6% growth[28] - The company ended the year with cash and cash equivalents of $191.659 million, stable compared to $189.517 million at the end of 2023[33] Expenses and Investments - Research and development expenses for the year were $98.415 million, a 16.7% increase from $84.386 million in 2023, reflecting ongoing investment in new technologies[31] - Total operating expenses for the year were $281.704 million, up from $238.642 million in 2023, primarily driven by increased R&D and marketing efforts[31] - Share-based compensation for the year 2024 totaled $30,575 million, up from $18,998 million in 2023, representing a 61% increase[38] Future Outlook - For 2025, the company expects ARR between $480 million and $495 million, representing annual growth of 21% to 25%[10] - The first-quarter 2025 revenue expectation is between $107 million and $112 million, with annual growth projected at 19% to 25%[10] - Cellebrite's outlook for 2025 includes plans to advance its market and technology leadership while generating robust free cash flow[26] Product and Technology Developments - Cellebrite's Government Cloud platform received FedRAMP High Ready designation, enhancing its cloud security offerings[7] - Generative Artificial Intelligence capabilities were launched within the Guardian evidence management solution[12] Deferred Revenue - The company reported an increase in deferred revenue of $22.317 million for the year, indicating strong future revenue potential[33]

Company delivers “Rule of 50” Performance in 2024 with 25% ARR growth and 25% adjusted EBITDA margin Fourth-quarter 2024 revenue of $109.0 million grew 17% primarily due to21% growth in subscription revenue ARR grew 25% to $395.9 million Fourth-quarter 2024 adjusted EBITDA of $28.8 million, 26.4% adjusted EBITDA margin TYSONS CORNER, Va. and PETAH TIKVA, Israel, Feb. 13, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ:CLBT), a global leader in Digital Investigative (DI) solutions for the public and private sectors, announced today that its Cellebrite Government Cloud platform has achieved FedRAMP High Ready designation by the Federal Risk and Authorization Management Program (FedRAMP). This milestone, which marks the initial stage in the compliance process, reinforces Cellebrite's commitment to equipping and empowering its U. ...

Cellebrite (CLBT) is scheduled to report its fourth-quarter 2024 results on Feb. 15, before market open.See Zacks Earnings Calendar to stay ahead of market-making news.The company has an impressive earnings surprise history. It beat the Zacks Consensus Estimate in the trailing four quarters, delivering an average earnings surprise of 42.2%.CLBT’s Q4 ExpectationsThe Zacks Consensus Estimate for Cellebrite’s revenues in the to-be-reported quarter is pegged at $107.9 million, indicating a 16% year-over-year in ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced the release of its sixth annual 2025 Industry Trends Survey. This year’s report explores how public safety professionals use and apply powerful digital investigative solutions to uncover digital evidence in criminal investigations. For the first time, the survey reveals a widespread appetite for ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ:CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced the release of its sixth annual 2025 Industry Trends Survey. This year's report explores how public safety professionals use and apply powerful digital investigative solutions to uncover digital evidence in criminal investigations. For the first time, the survey reveals a widespread appetite for ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Feb. 06, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced the general availability of Generative Artificial Intelligence (GenAI) capabilities within Guardian, the Company’s SaaS-based evidence management solution. By incorporating GenAI into Guardian, public safety agencies benefit from AI-driven productivity. Users can now form a more complete picture ...

Group 1 - Cellebrite DI Ltd. (NASDAQ: CLBT) offers digital tools to governmental agencies such as the FBI and CIA, positioning itself uniquely in the SaaS market [1] - The company operates in a sector with numerous competitors providing digital solutions and software [1] Group 2 - The analyst emphasizes a medium to long-term investment horizon for selected companies, indicating a strategic approach to investment rather than a momentum-based strategy [1]