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Dec 31, 2025
Cellebrite Q4 2025 Earnings Report
Cellebrite reported a solid fourth quarter and full-year 2025 financial results, with significant growth in ARR and revenue, alongside strong profitability.
Key Takeaways
Cellebrite concluded 2025 with a robust fourth quarter, marked by a 21% increase in total ARR to $480.8 million and an 18% rise in revenue to $128.8 million. The company achieved a net income of $21.3 million and an adjusted EBITDA of $38.3 million, reflecting strong operational performance and strategic progress, despite a challenging U.S. Federal spending environment.
Total ARR grew 21% year-over-year to $480.8 million, with organic ARR growth of 17% excluding Corellium.
Revenue increased by 18% year-over-year to $128.8 million, driven by strong subscription revenue growth of 21%.
Net income for the quarter was $21.3 million, supporting a non-GAAP net income of $36.7 million.
Adjusted EBITDA reached $38.3 million, representing a 29.8% adjusted EBITDA margin.
Revenue by Segment
Forward Guidance
Cellebrite anticipates continued accelerated ARR growth and strong operating profitability in 2026, driven by strategic initiatives and market tailwinds, despite potential FX impacts.
Positive Outlook
- Accelerated ARR growth is expected, with a forecast of $491 million - $493 million for Q1 2026 and $567 million - $573 million for FY 2026.
- Continued expansion of relationships across global law enforcement, defense, intelligence, and private sectors.
- New growth opportunities from Inseyets conversions, advanced unlock capabilities, and broad adoption of Guardian Forensics.
- Global distribution of Corellium solutions and anticipated rebound in the U.S. Federal segment.
- Increased investment in the Defense and Intelligence sector, and expected leadership in Drone Forensics.
Challenges Ahead
- Transitory impacts associated with an unfavorable FX environment are expected.
- Challenging U.S. Federal spending environment noted in 2025, which could persist.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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