The stock jumped after the announcement of the launch of Cellebrite Federal Solutions and the acquisition of Cyber Technology Services. The acquisition provides extensive domain expertise in cybersecurity, digital forensics and incident response services. For Cellebrite DI Ltd., the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 17, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ:CLBT), a leader in digital investigative solutions for the public and private sectors, officially established Cellebrite Federal Solutions, further elevating the Company's ability to serve the unique needs of the U.S. federal government through its AI-driven Case-to-Closure [C2C] platform for accelerating justice. This newly established operation builds on the Company's long and rich history of serving U.S. just ...

Average budget CAGR: 1%+ AzmanL/E+ via Getty Images I am positive for Cellebrite (NASDAQ:CLBT). My summarized thesis is that CLBT has a very strong competitive advantage—as the gold standard in the industry— which I don't see how a new player or other competitor can replicate or displace in the foreseeable future. CLBT serves a mission-critical function, and given the TAM and growth execution so far, I believe a 20% growth rate moving forward is very possible. CLBT is a digital forensics intelligence platfo ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 09, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced it will report its second-quarter 2024 financial results before market open on Thursday, August 15, 2024. Later that same morning, Cellebrite will host a live conference call and webcast to review the Company's | --- | --- | |-------------------|-------------------------------------------------- ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, June 26, 2024 (GLOBE NEWSWIRE) -- Cellebrite (Nasdaq: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today that its Endpoint Inspector SaaS, the Company's real-time data access, collection and analysis solution, is now available on Amazon Web Services (AWS) Marketplace (Nasdaq: AMZN). Endpoint Inspector SaaS is Cellebrite's second solution in the AWS Marketplace following Guardian. The Company's cont ...

财务数据和关键指标变化 - 第一季度收入为89.6百万美元,同比增长26%,其中订阅软件收入增长29% [33] - ARR增长27%至331.8百万美元,主要来自于现有客户的扩展 [9] - 非GAAP毛利率为85.7%,同比提升260个基点,主要由于专业服务效率提升和硬件销售利润率改善 [35] - 非GAAP调整后EBITDA为17.6百万美元,占收入20%,同比提升10个百分点 [37] - 非GAAP每股收益为0.08美元 [37] - 现金、现金等价物和投资总额为347.3百万美元,较上季度增加15.5百万美元 [37] 各条业务线数据和关键指标变化 - 订阅收入占总收入88%,预计未来将维持在中高80%区间 [33] - 数字取证业务(Inseyets)的ARR增长强劲,公司计划在未来3年内将大部分现有客户从旧版本升级到Inseyets [22][23] - 调查分析业务(Pathfinder)的ARR增长势头良好,公司将增加销售专员以加速拓展 [25] - 企业调查和电子取证业务的ARR增长也有所提升,公司任命了新的企业解决方案负责人以推动该领域发展 [26][27] 各个市场数据和关键指标变化 - 按地区来看,美洲占ARR的52%,欧洲中东非洲占36%,亚太占12%,各地区ARR增速均保持良好 [34] - 公司正在美国和欧洲扩大销售覆盖面,并利用之前的投资抓住亚太地区的机会 [18] 公司战略和发展方向及行业竞争 - 公司的四大战略重点包括:1)加强在数字取证领域的领导地位 2)加速在调查分析领域的增长 3)拓展私有部门业务 4)利用云计算 [21] - 公司正在投资提升数据采集、云计算和人工智能等技术,以增强产品功能和客户体验 [17] - 公司认为数字证据在案件调查中的重要性不断提升,加上执法部门预算和人员有限,推动客户对公司解决方案的需求持续增长 [12] - 公司正在推进FedRAMP认证,以进一步拓展联邦政府市场 [19] 管理层对经营环境和未来前景的评论 - 管理层对公司的市场机遇和发展前景保持乐观,认为公司有足够的财务实力支持战略举措 [29][30] - 公司预计2024年第二季度调整后EBITDA将在16-19百万美元区间,全年EBITDA主要集中在下半年 [38][39] 问答环节重要的提问和回答 问题1 **Shaul Eyal 提问** 询问FedRAMP认证对公司业务的潜在影响 [43] **Yossi Carmil 回答** FedRAMP认证将大幅扩展公司在联邦政府市场的机会,预计将在2025年前完成认证 [44][45] 问题2 **Jonathan Ho 提问** 询问公司为何不提高全年指引 [59] **Dana Gerner 回答** 公司希望保持季度指引的透明度,目前为时尚早,需要更多工作来实现全年目标 [60] 问题3 **Mike Cikos 提问** 询问Inseyets升级进度及价格提升情况 [62][63][64] **Yossi Carmil 和 Dana Gerner 回答** 公司计划在未来3年内将大部分客户从旧版本升级到Inseyets,第一年目标超过10%,升级后价格有高teens的提升 [63][64][65]

් Cellebrite ් Cellebrite Q1 2024 Q1 2024 $61M Q1 23 Note: non-GAAP metrics and key performance indicators defined in the appendix along with a reconcilation between the non-6AAP metric and its most applicable BAAP measure. ් Cellebrite Q1 2024 Q124 ARR grew 27% 1971 ESULTS CA May 23, 2024 This presentation has been presend ty Gelebritre D Lut, Inte "Company") solely for rintmaliosi pupuses. Kis not, and sfruit not easumed o be, complete. This presentation i This presentainn is not drienced at, or rineanded ...

Cellebrite DI Ltd. (CLBT) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.11, delivering a surprise of 83.33%. Over the last four quarters, the com ...

Cellebrite Announces First-Quarter 2024 Results Q1 2024 revenue of $89.6 million, up 26% year-over-year primarily due to 29% growth in subscription revenue; TYSONS CORNER, VA and PETAH TIKVA, ISRAEL, May 23, 2024 – Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced financial results for the three months ending March 31, 2024. First-Quarter 2024 Financial Highlights ● Revenue of $89.6 million, up 26% year-over-year ● Recur ...

财务表现 - Cellebrite在2024年第一季度实现了ARR达到3.318亿美元，同比增长27%[1] - 第一季度2024年收入达到8,960万美元，同比增长26%，主要由于订阅收入增长了29%[1] - 第一季度2024年调整后的EBITDA为1,760万美元，调整后的EBITDA利润率为19.7%[1] - 公司在2024年第一季度的净亏损为71,372千美元，较去年同期的40,605千美元有所增加[20] - 公司在2024年第一季度的现金流量从经营活动中为10,041千美元，较去年同期的12,476千美元有所下降[20] - 公司在2024年第一季度的非GAAP净收入为16,866千美元，较去年同期的6,899千美元有显著增长[29] - Cellebrite DI Ltd.在2024年第一季度的调整后EBITDA为17,632千美元，较去年同期的7,304千美元有增长[30] 公司战略 - Cellebrite CEO表示，公司在2024年的良好表现主要得益于全球业务的进一步扩张，利润性改善以及战略进展[2] - Cellebrite在2024年第一季度推出了授权软件即服务产品，以支持联邦客户利用公司的SaaS解决方案[3] - Cellebrite任命David Gee为首席营销官，他将负责公司全球营销战略的执行[4] - Cellebrite DI Ltd.在2024年第一季度的营收为89,582千美元，较去年同期的71,234千美元有显著增长[20] - Cellebrite DI Ltd.在2024年第一季度的订阅服务收入为79,222千美元，较去年同期的61,282千美元有增长[23]