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Dec 31, 2024
Cellebrite Q4 2024 Earnings Report
Key Takeaways
Cellebrite delivered strong Q4 2024 results, with a 17% YoY revenue increase driven by a 21% rise in subscription revenue. The company maintained strong profitability with a 24.7% non-GAAP operating margin and achieved a net income turnaround from a loss in the previous year.
Revenue by Segment
Forward Guidance
Cellebrite expects continued revenue growth in 2025, supported by strong subscription momentum, ARR expansion, and profitability improvements.
Positive Outlook
- Q1 2025 revenue expected to grow 19%-25% YoY
- FY 2025 revenue guidance of $480M-$490M (+20%-22% YoY)
- ARR projected to reach $480M-$495M (+21%-25% YoY)
- Adjusted EBITDA margin expected to remain at 24%-25%
- Continued investment in AI and cloud-based solutions
Challenges Ahead
- Operating margin decline from 16.1% to 14.4% YoY
- Professional services revenue declined YoY
- Potential macroeconomic uncertainties impacting customer budgets
- Competitive landscape in digital intelligence solutions
- Execution risk in new strategic initiatives
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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