The strong ARR growth and raised Q2 guidance suggest accelerating demand. Traders should watch for continued subscription strength and potential upside from new products (Genesis, Guardian Investigate) and FedRAMP authorization expanding government sales.
Price Chart
Executive Summary
Cellebrite reported Q1 2026 revenue of $128.3M (+19% YoY) and ARR of $493M (+21%), with non-GAAP EPS of $0.12 vs $0.10 a year ago. Subscription revenue grew 23% to $117.9M, and dollar-based net retention remained strong at 115%. Guidance for Q2 ARR of $510-513M implies 22-23% growth, and full-year ARR of $567-573M implies 18-19% growth, signaling continued momentum.
Key Facts
- Revenue of $128.3M, up 19% YoY
- ARR of $493.0M, up 21% YoY
- Non-GAAP diluted EPS of $0.12 vs $0.10 YoY
- Q2 ARR guidance: $510M-$513M (22-23% growth)
- Full-year ARR guidance: $567M-$573M (18-19% growth)
Financial Impact
Revenue grew 19% YoY to $128.3M, with subscription revenue up 23% to $117.9M. Non-GAAP net income rose 17% to $30.6M.
Risk Factors
- GAAP net income declined to $10.9M from $17.4M due to higher operating expenses
- Dependence on law enforcement budgets and geopolitical risks from Israeli operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-056220 |
| Document: ea0290724-6k_cellebrite.htm | 0001213900-26-056220 |
| Document: 0001213900-26-056220-index-headers.html | 0001213900-26-056220 |
| Document: 0001213900-26-056220-index.html | 0001213900-26-056220 |
| Document: 0001213900-26-056220.txt | 0001213900-26-056220 |
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