Equity Profile

CLBT

Cellebrite DI Ltd.

Information TechnologyApplication Software$2.7B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Cellebrite DI Ltd. is a technology company that specializes in software solutions for digital intelligence, primarily used in law enforcement and security....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$0.16

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$146M

Wall Street expectations, options signals, track record, and call prep available with Pro.

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Cellebrite DI Ltd. is a technology company that specializes in software solutions for digital intelligence, primarily used in law enforcement and security. As a player in the information technology sector, it is positioned to benefit from increasing demand for digital investigation tools amid rising cybercrime and data privacy concerns.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1 2026, Cellebrite reported an EPS of $0.12, significantly exceeding expectations of $0.07, marking a 60% surprise. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Focus on expanding product offerings in digital intelligence.
Commitment to improving customer engagement and support.
Plans to enhance software capabilities to address evolving security challenges.

Expectations

Wall Street Expectations

Analysts expect Cellebrite to continue its trend of positive earnings surprises, with a consensus EPS of $0.16 and revenue of $146M. The market is keenly watching for any signs of sustained growth in a competitive landscape.

Bull Case

If Cellebrite beats expectations, it could signal strong demand for its products and a robust growth trajectory, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its growth prospects and competitive positioning, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.16

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$146M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.16?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What are the revenue figures compared to the expected $146M?

Revenue performance is crucial for assessing market demand and the company's ability to scale its operations.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for Cellebrite to exceed revenue expectations due to recent increases in demand for digital intelligence solutions.

Supporting Evidence

Cellebrite's recent product enhancements may drive higher sales than anticipated.

The company's strong track record of beating EPS estimates suggests it could outperform again.

Options pricing indicates a significant expected move, reflecting investor uncertainty that could be resolved positively.

Key Risk

If revenue comes in below $140M, it could undermine the bullish sentiment around the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Cellebrite can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $0.17 or higher, along with revenue exceeding $148M, would confirm strong growth momentum.

Bear Confirmed If

An EPS below $0.14 or revenue falling short of $144M would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±28.7% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

56.6%

Calls (46K)P/C Ratio: 0.03Puts (15K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 7%, confirming strong demand and growth.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 7%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer demand trends in the digital intelligence space.
3Management's commentary on competitive pressures and how they plan to address them.
4Discussion of any strategic partnerships that could enhance growth.
5Clarification on guidance for the next quarter and full year.

See the full picture

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Company Snapshot

Cellebrite DI Ltd. is a technology company that specializes in software solutions for digital intelligence, primarily used in law enforcement and security....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$0.16

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$146M

Wall Street expectations, options signals, track record, and call prep available with Pro.

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+50.17%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1 2026, Cellebrite reported an EPS of $0.12, significantly exceeding expectations of $0.07, marking a 60% surprise. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Focus on expanding product offerings in digital intelligence.
Commitment to improving customer engagement and support.
Plans to enhance software capabilities to address evolving security challenges.

Expectations

Wall Street Expectations

Bull Case

If Cellebrite beats expectations, it could signal strong demand for its products and a robust growth trajectory, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its growth prospects and competitive positioning, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.16

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$146M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.16?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What are the revenue figures compared to the expected $146M?

Revenue performance is crucial for assessing market demand and the company's ability to scale its operations.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for Cellebrite to exceed revenue expectations due to recent increases in demand for digital intelligence solutions.

Supporting Evidence

Cellebrite's recent product enhancements may drive higher sales than anticipated.

The company's strong track record of beating EPS estimates suggests it could outperform again.

Options pricing indicates a significant expected move, reflecting investor uncertainty that could be resolved positively.

Key Risk

If revenue comes in below $140M, it could undermine the bullish sentiment around the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Cellebrite can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $0.17 or higher, along with revenue exceeding $148M, would confirm strong growth momentum.

Bear Confirmed If

An EPS below $0.14 or revenue falling short of $144M would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±28.7% while CLBT has averaged ±7.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

56.6%

Calls (46K)P/C Ratio: 0.03Puts (15K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cellebrite beats expectations, history suggests the stock could rise by an average of 7%, confirming strong demand and growth.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 7%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer demand trends in the digital intelligence space.
3Management's commentary on competitive pressures and how they plan to address them.
4Discussion of any strategic partnerships that could enhance growth.
5Clarification on guidance for the next quarter and full year.