Cellebrite, the Israeli digital forensics company, will report third-quarter 2026 results tomorrow, Thursday, November 12. The results will be released before the Nasdaq open, and at 8:30 a.m. Eastern Time the company will hold a conference call with investors.
What does Cellebrite do?
Cellebrite builds tools that let law enforcement, militaries and companies extract and analyze data from digital devices, mainly phones, as part of investigations. In recent years the company has been moving customers to cloud subscriptions and AI-based analysis products that help investigators sort through huge amounts of data.
What to look for in the report?
Three figures: growth in annual recurring revenue (ARR), which shows whether the shift to subscriptions is working; guidance for the fourth quarter and the full year; and demand from US government customers, a significant share of revenue. For comparison, in the same quarter last year Cellebrite reported revenue of $126 million, up 18%, and ARR of about $440 million, up 19%.
Why does it matter?
Cellebrite is one of the most prominent public Israeli cyber companies, and its results come in a week when the whole market is especially sensitive to guidance: monday.com was punished for weak guidance and ServiceNow plunged. In addition, the company operates in a sensitive field: its tools are used in criminal investigations but have also drawn criticism over the years for sales to regimes that violate human rights, and any change in export policy or US law enforcement budgets affects it directly. An analysis of the results will be published here after the release.
