Q4 2025 Cellebrite DI Ltd Earnings Call Transcript
Key Points
- Cellebrite DI Ltd (CLBT) achieved a 21% growth in Annual Recurring Revenue (ARR) in 2025, reflecting expansion across all major geographies and flagship offerings.
- The company exceeded its target by converting 55% of its installed digital forensics base to its Inseyets platform, reinforcing its market-leading capabilities.
- SaaS and cloud adoption showed strong performance, with ARR for these offerings growing over 50%, now representing 22% of total ARR.
- Cellebrite DI Ltd (CLBT) completed the acquisition of Corellium, which is expected to be highly accretive to growth and exceed pro forma expectations.
- The company reported strong free cash flow of $160 million in 2025, with a 34% free cash flow margin, demonstrating effective spend discipline and growth.
- Cellebrite DI Ltd (CLBT) faced a 4-point headwind from its US federal unit's performance, which was below the original plan.
- The company experienced disruptions in the US federal segment, impacting growth, although these are now reportedly behind them.
- Foreign exchange fluctuations, particularly the strengthening of the shekel against the US dollar, posed a significant headwind, impacting profitability.
- The integration of Corellium added incremental costs, compressing margins by about a point, although this is expected to dissipate by year-end.
- The company has not yet incorporated any contribution from the planned acquisition of SCG Canada into its outlook, indicating potential uncertainty in realizing immediate benefits.
Welcome to the Cellebrite fourth-quarter and full-year 2025 financial results conference call.
(Operator Instructions)
I would now like to turn the call over to your first speaker today, Mr. Andrew Kramer. Mr. Kramer, the floor is yours.
Thank you very much, operator, and welcome everybody to Cellebrite's fourth-quarter and full-year 2025 financial results conference call.
I'm joined today in Israel by our primary speakers, Tom Hogan, Cellebrite's CEO and David Barter, Cellebrite's CFO. Marcus Jewell, our CRO, is also participating.
This call is being recorded and a replay of the recording will be made available on our website shortly after the call. We'll also add a transcript.
Please note a copy of today's press release and financial statements, including GAAP to non-GAAP reconciliations, is available on the Investor Relations website at investors.cellebrite.com. In addition to the press release, we post a separate investor presentation that
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