Cellebrite hits record $481M ARR as drone forensics M&A fuels AI pivot

Grafa
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Cellebrite hits record $481M ARR as drone forensics M&A fuels AI pivot
Cellebrite hits record $481M ARR as drone forensics M&A fuels AI pivot
Mahathir Bayena
Written by Mahathir Bayena
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Cellebrite (NASDAQ:CLBT) delivered record fourth-quarter and full-year 2025 results, signaling a successful transition from a hardware-centric forensics provider to a high-margin, AI-powered software platform.

The company’s Annual Recurring Revenue (ARR) surged 21% to $480.8 million, bolstered by the integration of Corellium and robust demand for its "Inseyets" investigative suite.

The Petah Tikva, Israel-based company posted fourth-quarter revenue of $128.8 million, up 18% year-over-year.

For the full year, revenue climbed to $475.7 million.

Profitability metrics also reached new heights, with adjusted EBITDA margins hitting 29.8% in the fourth quarter.

Cellebrite is now turning its sights to the sky.

Alongside its earnings, the company announced an agreement to acquire SCG Canada, a specialist in drone forensics.

SCG’s "Covert Forensic Imaging Device" (CFID) allows investigators to extract flight logs and telemetry data from popular unmanned aerial vehicles (UAVs).

Looking ahead, Cellebrite provided a bullish 2026 outlook, targeting ARR between $567 million and $573 million.

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