• Cellebrite Q1 2026 earnings call drew executives Thomas Hogan, David Barter, Marcus Jewell, Shiven Ramji, investor relations head Andrew Kramer, analysts from TD Cowen, Craig-Hallum, Deutsche Bank, JPMorgan, Lake Street, Needham, William Blair.
• ARR rose 21% to $493 million; adjusted EBITDA increased 29% to $30.6 million; trailing 12-month free cash flow reached $159 million for 32% margin.
• Management flagged AI as near-term commercial driver, citing March 16 launch of Genesis agentic AI with more than 500 registered early users across 15 countries ahead of mid-June general availability; 2026 plan assumed zero AI-specific revenue but now expected to generate bookings and revenue in Q2.
• Investigative AI TAM estimated at about $12.5 billion over four years; CEO said AI revenue opportunity could approximate current total company revenue over that period, implying potential to double business with execution.
• FedRAMP High authorization to operate announced May 6; CFO guided Q2 ARR of $510 million-$513 million with $17 million-$20 million net new ARR, revenue of $130 million-$133 million, adjusted EBITDA of $29 million-$31 million, citing contribution from Advanced Unlocks and Guardian Investigate.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cellebrite DI Ltd. published the original content used to generate this news brief on May 15, 2026, and is solely responsible for the information contained therein.