Equity Profile

CLBT

Cellebrite DI Ltd.

Information TechnologyApplication Software$4.0B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and security agencies in digital investigations....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing its costs and generating profit.

$0.12

Revenue Growth

Revenue growth will show how Cellebrite is expanding its market presence and whether it can sustain demand for its products.

N/A

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

CLBT Q2-2026 Earnings Preview

Context

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and security agencies in digital investigations. As digital crime rises, Cellebrite's solutions are increasingly relevant, making its performance important for stakeholders in security and technology.

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, exceeding expectations by 60%. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Focus on enhancing product offerings.
Commitment to expanding into new markets.
Plans to improve customer support services.

Expectations

Wall Street Expectations

Analysts are uncertain about how Cellebrite will perform this quarter, especially given the lack of detailed guidance. Investors are keen to see if the company can maintain its strong earnings surprise trend.

Bull Case

If Cellebrite continues to exceed EPS expectations and shows strong revenue growth, it could signal robust demand for its products, leading to a significant stock price increase.

Bear Case

If the company fails to meet earnings expectations or shows signs of slowing growth, it could lead to a sharp decline in the stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.12

Earnings per share is a critical measure of profitability and will indicate how well the company is managing its costs and generating profit.

Revenue Growth

N/A

Revenue growth will show how Cellebrite is expanding its market presence and whether it can sustain demand for its products.

Customer Acquisition

N/A

Tracking new customers is vital for understanding market penetration and future revenue potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this figure will be crucial in determining market sentiment post-earnings.

How many new customers did Cellebrite acquire this quarter?

Customer growth is essential for future revenue and indicates the company's ability to capture market share in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Cellebrite's ability to maintain its growth trajectory, especially given its strong product demand and customer acquisition efforts.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, suggesting strong operational performance.

Options pricing indicates a high expected move, reflecting investor uncertainty that could lead to a positive surprise.

The company's focus on expanding its product offerings could drive new customer growth.

Key Risk

If new customer acquisition exceeds expectations, it could significantly alter the market's perception of Cellebrite's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Cellebrite can continue its trend of exceeding earnings expectations and growing its customer base.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect substantial 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 around 7% based on past performance, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await clearer guidance from management.

Miss

A miss could lead to a decline of approximately 11% based on historical reactions, raising concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition numbers this quarter.
2Any updates on new product launches or enhancements.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies or cost management strategies.
5Guidance on revenue expectations for the next quarter.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug17

BTDRBMO

Bitdeer Technologies Group

PreviewView

Aug17

FNAMC

Company Snapshot

Cellebrite DI Ltd. (CLBT) operates in the Information Technology sector, focusing on application software that aids law enforcement and security agencies in digital investigations....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing its costs and generating profit.

$0.12

Revenue Growth

Revenue growth will show how Cellebrite is expanding its market presence and whether it can sustain demand for its products.

N/A

1 more metrics, 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, exceeding expectations by 60%. The stock reacted positively, gaining 8.43% the following day.

Management Promises & Guidance

Focus on enhancing product offerings.
Commitment to expanding into new markets.
Plans to improve customer support services.

Expectations

Wall Street Expectations

Bull Case

If Cellebrite continues to exceed EPS expectations and shows strong revenue growth, it could signal robust demand for its products, leading to a significant stock price increase.

Bear Case

If the company fails to meet earnings expectations or shows signs of slowing growth, it could lead to a sharp decline in the stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.12

Earnings per share is a critical measure of profitability and will indicate how well the company is managing its costs and generating profit.

Revenue Growth

N/A

Revenue growth will show how Cellebrite is expanding its market presence and whether it can sustain demand for its products.

Customer Acquisition

N/A

Tracking new customers is vital for understanding market penetration and future revenue potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this figure will be crucial in determining market sentiment post-earnings.

How many new customers did Cellebrite acquire this quarter?

Customer growth is essential for future revenue and indicates the company's ability to capture market share in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Cellebrite's ability to maintain its growth trajectory, especially given its strong product demand and customer acquisition efforts.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates, suggesting strong operational performance.

Options pricing indicates a high expected move, reflecting investor uncertainty that could lead to a positive surprise.

The company's focus on expanding its product offerings could drive new customer growth.

Key Risk

If new customer acquisition exceeds expectations, it could significantly alter the market's perception of Cellebrite's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Cellebrite can continue its trend of exceeding earnings expectations and growing its customer base.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±28.68%

Historical Avg

±7.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect substantial 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 around 7% based on past performance, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await clearer guidance from management.

Miss

A miss could lead to a decline of approximately 11% based on historical reactions, raising concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition numbers this quarter.
2Any updates on new product launches or enhancements.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies or cost management strategies.
5Guidance on revenue expectations for the next quarter.