CLBT Cellebrite DI Ltd.
Price Chart
Executive Summary
Cellebrite reported Q1 2026 revenue of $128.3M (+19% YoY) and ARR of $493M (+21%), with non-GAAP EPS of $0.12 vs $0.10 a year ago. Subscription revenue grew 23% to $117.9M, and dollar-based net retention remained strong at 115%. Guidance for Q2 ARR of $510-513M implies 22-23% growth, and full-year ARR of $567-573M implies 18-19% growth, signaling continued momentum.
Actionable Insight
The strong ARR growth and raised Q2 guidance suggest accelerating demand. Traders should watch for continued subscription strength and potential upside from new products (Genesis, Guardian Investigate) and FedRAMP authorization expanding government sales.
Key Facts
- Revenue of $128.3M, up 19% YoY
- ARR of $493.0M, up 21% YoY
- Non-GAAP diluted EPS of $0.12 vs $0.10 YoY
- Q2 ARR guidance: $510M-$513M (22-23% growth)
- Full-year ARR guidance: $567M-$573M (18-19% growth)
Financial Impact
Revenue grew 19% YoY to $128.3M, with subscription revenue up 23% to $117.9M. Non-GAAP net income rose 17% to $30.6M.
Risk Factors
- GAAP net income declined to $10.9M from $17.4M due to higher operating expenses
- Dependence on law enforcement budgets and geopolitical risks from Israeli operations
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-056220 |
| Document: ea0290724-6k_cellebrite.htm | 0001213900-26-056220 |
| Document: 0001213900-26-056220-index-headers.html | 0001213900-26-056220 |
| Document: 0001213900-26-056220-index.html | 0001213900-26-056220 |
| Document: 0001213900-26-056220.txt | 0001213900-26-056220 |
Filters
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May 19, 2026
21d ago
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Insider Cluster
| $13.46 $12.79 | ▼ −5.01% | ▼ −7.26% | $13.43 (−0.22%) |
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May 14, 2026
26d ago
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6-K
| $13.12 $13.17 | ▲ +0.38% | ▲ +1.10% | $13.43 (+2.36%) |
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May 12, 2026
28d ago
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144
| $12.10 $13.46 | ▲ +11.24% | ▲ +12.40% | $13.43 (+10.99%) |
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May 12, 2026
28d ago
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144
| $12.10 $13.46 | ▲ +11.24% | ▲ +12.40% | $13.43 (+10.99%) |
US Market Status
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