Cellebrite Reports Strong Q3 2026 Results with Increased EBITDA Guidance
Cellebrite (CLBT) delivered robust third-quarter 2026 financial results, characterized by significant growth in subscription revenue and improved profitability. Total revenue rose 18% to $149 million, while Annual Recurring Revenue (ARR) reached $528.5 million, representing a 20% year-over-year increase. This growth was fueled by strong international performance in the Asia-Pacific and EMEA regions, alongside an acceleration in U.S. federal sector spending. The company demonstrated significant operational leverage, with Adjusted EBITDA increasing 42% to $53.6 million and gross margins expanding to 85.7%. Management raised its full-year 2026 Adjusted EBITDA guidance to a range of $163 million to $166 million following the strong quarterly performance. While most segments showed strength, including the record-breaking launch of Genesis ARR, CFO David Barter noted that Corellium ARR did not expand as originally planned due to delayed renewals.

Tickers: $CLBT
Topics: ARR EBITDA margin free cash flow revenue growth subscription revenue