Digital investigation solutions firm Cellebrite's Q2 revenue beats estimates

Cellebrite DI

14/08/2025 12:12

Overview

Cellebrite Q2 revenue grows 18% yr/yr, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 beats estimates, reflecting a 29% increase, per LSEG data

Net income for Q2 misses analyst expectations, per LSEG data

Outlook

Cellebrite expects Q3 revenue between $121 mln and $126 mln

Full-year 2025 revenue forecasted at $465 mln to $475 mln

Company anticipates Q3 adjusted EBITDA of $31 mln to $34 mln

Full-year adjusted EBITDA expected to be $118 mln to $123 mln

Pending acquisition of Corellium expected to enhance digital investigation capabilities

Result Drivers

SUBSCRIPTION REVENUE - Subscription revenue increased 21% yr/yr, contributing to overall revenue growth

GROSS PROFIT - GAAP gross profit and gross margin of $95.6 million and 84.4%, respectively; Non-GAAP gross profit and gross profit margin of $96.4 million and 85.1%, respectively

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$113.28 mln
$112.20 mln (8 Analysts)
Q2 Net Income
Miss
$19.48 mln
$25.40 mln (5 Analysts)
Q2 Adjusted EBITDA
Beat
$27.88 mln
$27 mln (7 Analysts)
Q2 Gross Margin
84.4%
Q2 Cash Flow from Operating Activities
$32.58 mln
Q2 Operating Income
$14.42 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Cellebrite DI Ltd is $24.50, about 42.9% above its August 13 closing price of $13.99

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 45 three months ago

Press Release: ID:nGNX2GF7Gt

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)