NASDAQ$CLBT
Cellebrite DI Ltd · Q1 2025 earnings
Q1 2025 earnings · · Before market open · Investor relations
Briefing
Cellebrite reported strong Q1 2025 results with 20% revenue growth and a significant improvement in profitability.
Cellebrite saw solid revenue growth driven by a 21% increase in subscription revenue, alongside improved profitability and strong ARR momentum.
- Revenue grew 20% year-over-year to $107.5M.
- ARR reached $408M, a 23% increase.
- Adjusted EBITDA margin expanded to 22%.
- GAAP net income improved to $17.4M from a prior loss.
Headline financials
Revenue & EPS history
Cellebrite · Revenue · Quarterly
$108M
Revenue by segment
Cellebrite · $76.7M total across 4 segments · Q2 2023
- Subscription services$50.5M+38.6%65.9%
- Term-license$16.7M+24.6%21.8%
- Professional services$7.51M-12.0%9.8%
- Other non-recurring$1.97M-53.0%2.6%
Forward guidance
Cellebrite expects continued top-line growth and margin expansion, with ARR and adjusted EBITDA targets unchanged, though full-year revenue expectations were revised slightly due to lower one-time revenue forecasts.
Tailwinds
- ARR forecast raised to $480M–$495M for FY2025.
- Q2 ARR guidance in the range of $416M–$426M.
- Q2 adjusted EBITDA expected between $26M–$28M.
- Full-year adjusted EBITDA maintained at $113M–$123M.
- Focus on global diversification and integrated portfolio expansion.
Headwinds
- Full-year revenue guidance slightly reduced.
- Lower anticipated one-time professional services revenue.
- U.S. Federal spending environment remains constrained.
- Increased reliance on second-half bookings for FY targets.
- Operating margin still trails non-GAAP levels due to costs.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
+2.3%
Avg return
Earnings day
+1.5%
Avg return
5 days after
-0.5%
Avg return
30 days after
52%
12 / 23 earnings
Positive
+20.0%
Q3 2025
Best reaction
-12.9%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.7% | +11.3% | +6.2% | |
| Q4 2025 | -4.6% | -2.0% | -3.3% | |
| Q3 2025 | +20.0% | +15.7% | +19.9% | |
| Q2 2025 | +9.4% | +12.9% | +20.1% | |
| Q1 2025 | -11.2% | -15.4% | -21.6% | |
| Q4 2024 | -12.9% | -18.6% | -26.8% | |
| Q3 2024 | -1.9% | -4.1% | +11.5% | |
| Q2 2024 | +17.9% | +20.4% | +25.6% | |
| Q1 2024 | -4.4% | -5.2% | +2.3% | |
| Q4 2023 | +17.7% | +15.7% | +19.3% | |
| Q3 2023 | +6.1% | +6.1% | +10.1% | |
| Q2 2023 | +8.4% | +4.5% | +7.6% | |
| Q1 2023 | -2.4% | -4.2% | +7.0% | |
| Q4 2022 | +14.9% | +11.0% | +11.6% | |
| Q3 2022 | -5.9% | -8.6% | -11.6% | |
| Q2 2021 | -4.1% | -5.0% | -7.8% | |
| Q2 2022 | -5.8% | -6.2% | -19.4% | |
| Q1 2022 | +9.1% | -0.2% | -0.8% | |
| Q4 2019 | +2.4% | +3.8% | -18.1% | |
| Q4 2020 | +2.4% | +3.8% | -18.1% | |
| Q4 2021 | +6.3% | +1.3% | -7.3% | |
| Q3 2021 | -6.3% | -2.5% | -18.7% | |
| Q1 2021 | +0.9% | +0.3% | +1.1% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro