Cellebrite (CLBT) Q4 2025 Earnings Call Transcript

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Feb. 11, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Thomas E. Hogan

• Chief Financial Officer — David Barter

• Chief Revenue Officer — Marcus Jewell

Andrew Kramer: To Cellebrite DI Ltd.'s Fourth Quarter and Full Year 2025 Financial Results Conference Call. I'm joined contiguous successful Israel by our superior speakers, Thomas E. Hogan, Cellebrite DI Ltd.'s CEO, and David Barter, Cellebrite DI Ltd.'s CFO. Marcus Jewell, our CRO, is besides participating. This telephone is being recorded, and a replay of the signaling volition beryllium made disposable connected our website soon aft the call. We'll besides adhd a transcript. Please enactment a transcript of today's property merchandise and fiscal statements, including GAAP to non-GAAP reconciliations, is disposable connected the Investor Relations web astatine investors.cellebrite.com. In summation to the property release, we station a abstracted capitalist presumption that provides an overview of the concern and our caller fiscal performance.

I'd besides similar to punctual everybody that the descent successful your webcast spectator is simply a placeholder only. There are nary existent slides to travel our prepared remarks. We besides people supplemental humanities fiscal accusation for each 4th of 2025 and 2024 on with afloat twelvemonth 2023 and 2022 connected our Investor Relations website. Additionally, unless stated otherwise, our treatment of our 4th fourth and year-end 2025 financials arsenic good arsenic the fiscal metrics provided successful our outlook volition beryllium done connected a non-GAAP ground only, and each humanities comparisons are with the comparable periods of 2024. I'd similar to punctual you that today's treatment volition incorporate forward-looking statements including, but not constricted to, the company's concern operations and fiscal performance.

All forward-looking statements are taxable to risks and uncertainties and different factors that could origin matters expressed oregon implied by those forward-looking statements not to occur. They could besides origin the existent results to disagree materially from the humanities results and/or from forecasts. Some of these forward-looking statements are discussed nether the heading Risk Factors and elsewhere successful the company's yearly study connected Form 20-F filed with the SEC connected 03/18/2025. The institution does not undertake to update immoderate forward-looking statements to bespeak aboriginal events oregon circumstances. And with that said, I'll present crook the telephone implicit to Tom.

Thomas E. Hogan: Thanks, Andy. I'll conscionable leap close in. We closed 2025 with a coagulated 4th fourth that capped a twelvemonth marked by meaningful strategical progress. We cemented our insights offering arsenic the golden modular successful integer forensics. Drove beardown adoption of our SaaS and cloud-based offerings, extended our integrated AI functionality, completed our archetypal worldly acquisition, and added important endowment crossed the company. Grew ARR by 21% successful 2025, which factored the operation of a four-point headwind from our US national unit's existent show versus our archetypal plan, and a astir four-point tailwind associated with the adjacent of Keryllium. Overall, our ARR maturation reflects enlargement crossed each of our large geographies and our flagship offerings.