Cellebrite Reports Record Q4 & Full-Year 2025 Results, Strong 2026 Outlook, and Strategic Drone Forensics Acquisition

summarizeSummary

Cellebrite announced record fourth-quarter and full-year 2025 financial results, provided a strong 2026 outlook, and revealed a strategic acquisition to enter the drone forensics market.

check_boxKey Events

• Record Q4 and Full-Year 2025 Financials

  Cellebrite reported record Q4 2025 revenue of $128.8 million (up 18% year-over-year) and full-year 2025 revenue of $475.7 million (up 19% year-over-year). Total ARR grew 21% to $480.8 million, with organic ARR up 17% to $464.7 million. GAAP net income for Q4 was $21.3 million and $78.3 million for the full year.

• Strong 2026 Financial Outlook

  The company provided a positive outlook for 2026, projecting full-year ARR between $567 million and $573 million (18%-19% annual growth) and revenue between $565 million and $571 million (19%-20% annual growth). Adjusted EBITDA is expected to be between $149 million and $155 million, maintaining strong margins.

• Strategic Acquisition of SCG Canada

  Cellebrite announced an agreement to acquire SCG Canada Inc., a leader in portable drone forensics. This acquisition is expected to broaden Cellebrite's digital forensics capabilities, targeting a market where drone data is anticipated to become the second most valuable data source after mobile phones. The deal is expected to close later this quarter.

• Exceeded Inseyets Conversion Target

  Cellebrite ended 2025 with approximately 55% of its installed digital forensics license base converted to Inseyets, surpassing its original target of 50%, validating its market and technology leadership.

auto_awesomeAnalysis

Cellebrite DI Ltd. delivered robust financial performance for both the fourth quarter and full-year 2025, marked by record revenue and strong Annual Recurring Revenue (ARR) growth. The company's positive momentum is expected to continue into 2026, as indicated by its optimistic financial outlook. A significant strategic development is the planned acquisition of SCG Canada, which will expand Cellebrite's capabilities into the rapidly growing drone forensics market, positioning it for future growth in a critical data source. Additionally, the company exceeded its target for Inseyets license conversions and is increasing investment in AI, signaling strong product adoption and innovation.