文章核心观点 - 赛莱布莱特公司任命Sigalit Shavit为首席信息官(CIO),她将在公司领导团队中发挥关键作用,帮助公司加强创新能力和客户支持 [1][2][3][4] - Shavit拥有30多年的信息技术和安全经验,曾在FedEx Express、CyberArk等公司担任过CIO和COO等高级职位 [5] - Shavit将专注于确保赛莱布莱特的信息技术和安全组织能够持续满足业务需求,应对不断变化的网络威胁,并利用人工智能加速创新 [3][4][6] 公司概况 - 赛莱布莱特是一家为公共和私营部门提供数字调查解决方案的全球领导者 [7] - 公司的使命是帮助客户保护和拯救生命、加速司法正义和维护社区隐私 [7] - 赛莱布莱特的数字调查平台和解决方案可以帮助客户更高效地收集、审查、分析和管理合法调查中的数据 [7] 新任CIO简介 - Sigalit Shavit是一位经验丰富的信息技术和安全专家,曾在多家知名企业担任过高级管理职位 [5] - 在CyberArk任职期间,她在公司向企业级云/SaaS转型中发挥了关键作用 [5] - Shavit对于赛莱布莱特的使命感到非常兴奋,将致力于制定清晰的现代数字战略和解决方案,提高效率并加速创新 [6]

Collaboration between two powerhouses will deliver innovative solutions for seamless mobile device collection, processing and reviewCHICAGO and TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 30, 2024 /PRNewswire/ -- Relativity, a global legal technology company, and Cellebrite (Nasdaq: CLBT), a global leader in digital investigative solutions, today announced a strategic partnership that will deliver cutting-edge solutions for mobile device collection, processing and review. The new solutions will drastic ...

Have you been paying attention to shares of Cellebrite DI Ltd. (CLBT) ? Shares have been on the move with the stock up 12.6% over the past month. The stock hit a new 52-week high of $13.23 in the previous session. Cellebrite DI Ltd. has gained 51.9% since the start of the year compared to the 10.8% move for the Zacks Business Services sector and the 22.3% 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 ...

Cellebrite DI Ltd. (CLBT) shares soared 6.1% in the last trading session to close at $12.79. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 0.7% gain over the past four weeks.The stock jumped after the announcement of the launch of Cellebrite Federal Solutions and the acquisition of Cyber Technology Services. The acquisition provides extensive domain expertise in cybersecurity, digital forensics and incident response services.Th ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 17, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ:CLBT), a leader in digital investigative solutions for the public and private sectors, officially established Cellebrite Federal Solutions, further elevating the Company's ability to serve the unique needs of the U.S. federal government through its AI-driven Case-to-Closure [C2C] platform for accelerating justice.  This newly established operation builds on the Company's long and rich history of serving U.S. jus ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 17, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a leader in digital investigative solutions for the public and private sectors, officially established Cellebrite Federal Solutions, further elevating the Company’s ability to serve the unique needs of the U.S. federal government through its AI-driven Case-to-Closure [C2C] platform for accelerating justice.  This newly established operation builds on the Company's long and rich history of serving U.S. ju ...

AzmanL/E+ via Getty Images Summary I am positive for Cellebrite (NASDAQ:CLBT). My summarized thesis is that CLBT has a very strong competitive advantage—as the gold standard in the industry—which I don’t see how a new player or other competitor can replicate or displace in the foreseeable future. CLBT serves a mission-critical function, and given the TAM and growth execution so far, I believe a 20% growth rate moving forward is very possible. Company overview CLBT is a digital forensics intelligence pla ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 09, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced it will report its second-quarter 2024 financial results before market open on Thursday, August 15, 2024. Later that same morning, Cellebrite will host a live conference call and webcast to review the Company's financial results for the second quarter of 2024 and discuss its 2024 outlook. Releva ...

TYSONS CORNER, Va. and PETAH TIKVA, Israel, June 26, 2024 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ:CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today that its Endpoint Inspector SaaS, the Company's real-time data access, collection and analysis solution, is now available on Amazon Web Services (AWS) Marketplace (NASDAQ:AMZN). Endpoint Inspector SaaS, part of Cellebrite's award-winning Case-to-Closure platform, empowers private sector corporate ...

财务数据和关键指标变化 - 第一季度收入为89.6百万美元,同比增长26%,其中订阅软件收入增长29% [33] - ARR增长27%至331.8百万美元,主要来自于现有客户的扩展 [9] - 非GAAP毛利率为85.7%,同比提升260个基点,主要由于专业服务效率提升和硬件销售利润率改善 [35] - 非GAAP调整后EBITDA为17.6百万美元,占收入20%,同比提升10个百分点 [37] - 非GAAP每股收益为0.08美元 [37] - 现金、现金等价物和投资总额为347.3百万美元,较上季度增加15.5百万美元 [37] 各条业务线数据和关键指标变化 - 订阅收入占总收入88%,预计未来将维持在中高80%区间 [33] - 数字取证业务(Inseyets)的ARR增长强劲,公司计划在未来3年内将大部分现有客户从旧版本升级到Inseyets [22][23] - 调查分析业务(Pathfinder)的ARR增长势头良好,公司将增加销售专员以加速拓展 [25] - 企业调查和电子取证业务的ARR增长也有所提升,公司任命了新的企业解决方案负责人以推动该领域发展 [26][27] 各个市场数据和关键指标变化 - 按地区来看,美洲占ARR的52%,欧洲中东非洲占36%,亚太占12%,各地区ARR增速均保持良好 [34] - 公司正在美国和欧洲扩大销售覆盖面,并利用之前的投资抓住亚太地区的机会 [18] 公司战略和发展方向及行业竞争 - 公司的四大战略重点包括:1)加强在数字取证领域的领导地位 2)加速在调查分析领域的增长 3)拓展私有部门业务 4)利用云计算 [21] - 公司正在投资提升数据采集、云计算和人工智能等技术,以增强产品功能和客户体验 [17] - 公司认为数字证据在案件调查中的重要性不断提升,加上执法部门预算和人员有限,推动客户对公司解决方案的需求持续增长 [12] - 公司正在推进FedRAMP认证,以进一步拓展联邦政府市场 [19] 管理层对经营环境和未来前景的评论 - 管理层对公司的市场机遇和发展前景保持乐观,认为公司有足够的财务实力支持战略举措 [29][30] - 公司预计2024年第二季度调整后EBITDA将在16-19百万美元区间,全年EBITDA主要集中在下半年 [38][39] 问答环节重要的提问和回答 问题1 **Shaul Eyal 提问** 询问FedRAMP认证对公司业务的潜在影响 [43] **Yossi Carmil 回答** FedRAMP认证将大幅扩展公司在联邦政府市场的机会,预计将在2025年前完成认证 [44][45] 问题2 **Jonathan Ho 提问** 询问公司为何不提高全年指引 [59] **Dana Gerner 回答** 公司希望保持季度指引的透明度,目前为时尚早,需要更多工作来实现全年目标 [60] 问题3 **Mike Cikos 提问** 询问Inseyets升级进度及价格提升情况 [62][63][64] **Yossi Carmil 和 Dana Gerner 回答** 公司计划在未来3年内将大部分客户从旧版本升级到Inseyets,第一年目标超过10%,升级后价格有高teens的提升 [63][64][65]