NASDAQ$CLBT
Cellebrite DI Ltd · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Cellebrite grew Q1 revenue 19% to $128.3M as ARR rose 21% to $493M and non-GAAP EPS reached $0.12.
Cellebrite DI reported strong Q1 2026 results driven by subscription momentum and new product launches including Guardian Investigate and Genesis AI. Revenue reached $128.3 million, up 19% year-over-year, while total ARR grew 21% to $493.0 million with 115% net retention. GAAP net income was $10.9 million ($0.04 diluted EPS) and non-GAAP net income was $30.6 million ($0.12 diluted EPS), with trailing-twelve-month free cash flow margin of 32%. Management guided Q2 ARR to $510–513 million and full-year 2026 ARR to $567–573 million.
- Revenue of $128.3M (+19% YoY) and subscription revenue of $117.9M (+23% YoY) with ARR reaching $493.0M (+21% YoY).
- GAAP gross margin 82.5% and non-GAAP gross margin 85.9%; adjusted EBITDA $30.6M (23.9% margin).
- Launched Guardian Investigate, Cellebrite Genesis AI beta, Spring 2026 device-access release, and FedRAMP High authorization for Government Cloud.
- Closed SCG Canada acquisition expanding drone forensics; TTM free cash flow $158.6M (32.0% margin).
- Q2 outlook: ARR $510–513M, revenue $130–133M; FY2026 ARR $567–573M, revenue $565–571M.
Headline financials
Revenue & EPS history
Cellebrite · Revenue · Quarterly
$128M
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
Management expects Q2 2026 ARR of $510–513M (22–23% growth), revenue of $130–133M, and adjusted EBITDA of $29–31M; full-year 2026 ARR $567–573M (18–19% growth), revenue $565–571M, and adjusted EBITDA $149–155M.
Tailwinds
- Expects to accelerate ARR expansion in Q2 on new product pipeline
- Full-year revenue growth guided at 19–20%
- Adjusted EBITDA margin outlook 26–27% for full year
Headwinds
- Q2 adjusted EBITDA margin guided lower at 22–23% vs full-year target
- Macro and geopolitical risks cited in forward-looking statements
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 2026
+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 | — | — | — |
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