TYSONS CORNER, Va. and PETAH TIKVA, Israel, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Cellebrite (Nasdaq: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today the patent for Remote Mobile Collection, which equips corporate investigators with immediate, targeted remote data collection – saving them time and money. In today's hybrid work environment, this newly patented technology – available in Cellebrite's SaaS platforms Endpoint Mobile Now and Endpo ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Sept. 18, 2024 (GLOBE NEWSWIRE) -- Cellebrite DI Ltd. (Nasdaq: CLBT) ("Cellebrite," the "Company" or "we"), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today the results of the completed redemption (the "Redemption") of its Warrants (as defined below) to purchase ordinary shares of the Company (the "Ordinary Shares"). On August 15, 2024, the Company announced that it will redeem all of its Warrants that ...

Pathfinder's capabilities are now available via the cloud, giving law enforcement new deployment options to accelerate justice TYSONS CORNER, Va. and PETAH TIKVA, Israel, Sept. 16, 2024 (GLOBE NEWSWIRE) -- Cellebrite (Nasdaq: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today Pathfinder in the Cloud with Amazon Web Services (AWS) (Nasdaq: AMZN), allowing customers to access Cellebrite's industry-leading investigative analytics solution, Path ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, Aug. 30, 2024 (GLOBE NEWSWIRE) -- Cellebrite DI Ltd. (Nasdaq: CLBT) ("Cellebrite," the "Company" or "we"), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today the "Redemption Fair Market Value" in connection with its previously announced redemption of its warrants (the "Warrants") to purchase ordinary shares of the Company (the "Ordinary Shares"). On August 15, 2024, the Company announced that it will rede ...

AzmanL/E+ via Getty Images Summary A brief update from my last coverage (11th July): I gave Cellebrite (NASDAQ:CLBT) a buy rating as the business's strong competitive advantage, mission-critical function, and great execution convinced me that it can continue to grow at 20%. In this update, I am revising my rating from buy to hold because valuation has caught up, which makes the upside much less attractive today despite a better fundamental outlook. 2Q24 results perform even better than I expected. In the la ...

Cellebrite DI Ltd. (CLBT) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock ...

Have you been paying attention to shares of Cellebrite DI Ltd. (CLBT) ? Shares have been on the move with the stock up 19.1% over the past month. The stock hit a new 52-week high of $16.42 in the previous session. Cellebrite DI Ltd. has gained 72.8% since the start of the year compared to the 10% move for the Zacks Business Services sector and the 18.9% return for the Zacks Technology Services industry. What's Driving the Outperformance? The stock has a great record of positive earnings surprises, as it has ...

财务数据和关键指标变化 - 公司第二季度ARR同比增长26%至3.46亿美元,其中毛利率为83.7% [37][40][45] - 第二季度收入同比增长25%至9,570万美元,其中订阅收入占比89% [40][41] - 第二季度调整后EBITDA为2,160万美元,同比增长8个百分点至23% [45] - 公司现金、现金等价物和投资总额为3.66亿美元,较上一季度增加1,870万美元 [46] 各条业务线数据和关键指标变化 - Inseyets产品的采用继续推动ARR增长,公司计划在2024年将10%的安装基础升级到Inseyets,实际进度超出预期达到15% [37][60][61] - Guardian和Pathfinder产品在新客户和现有客户中的渗透也在持续提升 [37][38] 各个市场数据和关键指标变化 - 按地区来看,美洲市场占比53%,欧洲中东非洲占35%,亚太占12%,各地区ARR增速均超过20% [38][39] 公司战略和发展方向及行业竞争 - 公司成立Cellebrite Federal Solutions子公司,以更好地服务美国联邦政府客户,预计将在2025年开始带来财务贡献 [13][14][15][18] - 公司正在加大对AI技术的投入,计划将其应用于C2C平台的各个环节,以进一步提升客户的调查效率和效果 [19][20][21][22][23] - 公司与Relativity建立合作伙伴关系,整合双方产品以更好地服务企业调查和电子取证客户 [29][30] - 公司在定价方面与主要竞争对手保持一致,实施中单位数的涨价 [87] 管理层对经营环境和未来前景的评论 - 管理层对公司2024年的业绩目标表示乐观,有信心超越"45法则"的基准 [34][51][52][58] - 管理层认为公司的C2C平台和AI技术为客户带来了显著的价值,有助于推动公司的长期发展 [32][33] 其他重要信息 - 公司宣布赎回全部未行使的公开认股权证和私募认股权证,预计将减少稀释 [48][49][50] - 公司任命Sigalit Shavit为首席信息官,Troy Richardson加入董事会 [33] 问答环节重要的提问和回答 问题1 **Brad Zelnick 提问** 询问Inseyets产品的转化目标和定价情况 [60][61][62][63][64] **Yossi Carmil 回答** 公司计划在2024年将15%的安装基础升级到Inseyets,定价较之前产品有20%-25%的溢价 [61][62] 问题2 **Jeff Van Rhee 提问** 询问公司在AI技术方面的规划和产品推出计划 [89][90][91][92][93][94] **Yossi Carmil 回答** 公司将在C2C平台的各个环节整合AI技术,以进一步提升客户的调查效率和效果,未来会有相关的新产品推出 [92][93][94] 问题3 **Louie DiPalma 提问** 询问公司长期毛利率目标是否会调整 [111][112] **Dana Gerner 回答** 目前公司没有调整长期毛利率目标,会在明年初与市场分享2025年的更新预测 [112]

业绩总结 - 2024年第二季度总收入为9600万美元，同比增长25%[5] - 2024年第二季度订阅收入为8500万美元，同比增长27%[5] - 2024年第二季度调整后EBITDA为2200万美元，调整后EBITDA利润率为23%[5] - 2024年第二季度收入为95,714千美元，较2023年第二季度的76,684千美元增长24.8%[26] - 2024年第二季度毛利润为79,453千美元，毛利率保持在83.0%[26] - 2024年第二季度运营收入为12,487千美元，运营利润率为13.0%[26] - 2024年第二季度净亏损为23,811千美元，较2023年第二季度的32,348千美元有所改善[31] - 2024年第二季度非GAAP运营收入为19,806千美元，较2023年第二季度的9,395千美元增长111.5%[30] - 2024年上半年收入为185,296千美元，较2023年上半年的147,918千美元增长25.3%[26] - 2024年上半年净亏损为95,183千美元，较2023年上半年的72,953千美元有所增加[31] - 2024年上半年非GAAP净收入为39,791千美元，较2023年上半年的17,614千美元增长126.5%[31] - 2024年上半年调整后EBITDA为39,250千美元，较2023年上半年的18,428千美元增长113.0%[32] 用户数据与客户保留 - 2024年6月的年度经常性收入（ARR）为3.46亿美元，同比增长26%[5] - 2024年第二季度的客户保留率约为91%[10] 未来展望 - 2024年第三季度ARR预期为3.66亿至3.74亿美元，同比增长24%至27%[22] - 2024年第三季度收入预期为1亿至1.04亿美元，同比增长19%至24%[22] - 2024年全年收入预期为3.90亿至3.98亿美元，同比增长20%至22%[22] 现金流与财务状况 - 截至2024年6月30日，现金及现金等价物为3.66亿美元，较2024年第一季度增加1870万美元[19]

Cellebrite DI Ltd. (CLBT) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.08, delivering a surprise of 33.33%. Over the last four quarters, the compan ...