NASDAQ$CLBT

Cellebrite DI Ltd · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Cellebrite DI reported Q2 2025 revenue of $110.4M, net income of $18.4M, diluted EPS of $0.07.

For Q2 2025, Cellebrite DI reported Revenue was $110.4M, net income was $18.4M, diluted EPS was $0.07. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $110.4M for Q2 2025.
  • Net income $18.4M.
  • Diluted EPS $0.07.

Headline financials

Total Revenue

$110M

Previous: $95.7M+15.4%
EPS (adj)

$0.07

Previous: $0.10-25.0%
Recurring revenue dollar-based net retention rate

120.0%

No prior period
GAAP Gross margin

84.4%

No prior period
Operating margin

12.7%

No prior period
Adjusted EBITDA

$27.9M

No prior period
Adjusted EBITDA margin

24.6%

No prior period
Annual Recurring Revenue

$419M

No prior period
Net Income

$18.4M

Previous: -$23.8M+177.4%
Operating Income

$14.4M

Previous: $12.5M+15.5%
Gross Profit

$95.6M

Previous: $79.5M+20.3%

Revenue & EPS history

Cellebrite · Revenue · Quarterly

$110M

Q2 2025+15.4%vs Q2 2024
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

Cellebrite · $76.7M total across 4 segments · Q2 2023

  • Subscription services
    $50.5M+38.6%
  • Term-license
    $16.7M+24.6%
  • Professional services
    $7.51M-12.0%
  • Other non-recurring
    $1.97M-53.0%

Forward guidance

Technology outlook cites product cycles, ARR or orders, and operating leverage.

Tailwinds

  • Platform adoption and recurring revenue trends.
  • Margin expansion with scale.

Headwinds

  • IT budget scrutiny and competition.
  • FX and supply chain for hardware-exposed names.

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 Q2 2025

Historical avgQ2 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

Earnings price reactions
QuarterReport dateReaction (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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