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 specializing in application software for digital intelligence and data extraction....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and financial health.

$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 specializing in application software for digital intelligence and data extraction. As a player in the information technology sector, it focuses on solutions that help law enforcement and enterprises manage and analyze digital evidence, which is increasingly important in today's data-driven world.

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 beating expectations of $0.07, resulting in a strong stock performance with an 8.43% increase the following day. However, revenue details were not disclosed, leaving some uncertainty.

Management Promises & Guidance

Focus on expanding product offerings in digital intelligence.
Commitment to enhancing customer support and service.
Plans to explore new markets and partnerships.

Expectations

Wall Street Expectations

Analysts expect Cellebrite to continue its positive trend with a consensus EPS of $0.16 and revenue of $146M. The market is keenly watching for any signs of sustained growth or potential challenges.

Bull Case

If Cellebrite exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about market demand and competitive pressures.

Key Metrics to Watch

EPS

$0.16

Earnings per share (EPS) is a key indicator of the company's profitability and financial health.

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 EPS exceed the consensus estimate of $0.16?

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

What is the revenue outlook for the upcoming quarters?

Guidance on revenue will be crucial for assessing the company's future growth potential and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed its EPS estimates due to strong demand in digital intelligence solutions that are not fully reflected in the consensus.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates in previous quarters, indicating a trend of stronger-than-expected performance.

The options market is pricing a significant move, suggesting traders anticipate a more volatile reaction than the historical average.

Recent industry trends show increasing investment in digital intelligence, which could benefit Cellebrite.

Key Risk

If the company reports an EPS significantly above $0.16, it could challenge the current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether Cellebrite can maintain its growth momentum amid increasing competition and changing market dynamics.

Bull Confirmed If

Achieving an EPS of $0.17 or higher with revenue exceeding $148M would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.14 or revenue under $144M would support a bearish outlook.

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 traders 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 a potential stock increase of around 7% based on past performance.

In-Line / Cautious

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

Miss

A miss on earnings could lead to a decline of around 7% based on historical reactions to earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

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

See the full picture

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

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Company Snapshot

Cellebrite DI Ltd. is a technology company specializing in application software for digital intelligence and data extraction....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and financial health.

$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

Management Promises & Guidance

Focus on expanding product offerings in digital intelligence.
Commitment to enhancing customer support and service.
Plans to explore new markets and partnerships.

Expectations

Wall Street Expectations

Analysts expect Cellebrite to continue its positive trend with a consensus EPS of $0.16 and revenue of $146M. The market is keenly watching for any signs of sustained growth or potential challenges.

Bull Case

If Cellebrite exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about market demand and competitive pressures.

Key Metrics to Watch

EPS

$0.16

Earnings per share (EPS) is a key indicator of the company's profitability and financial health.

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 EPS exceed the consensus estimate of $0.16?

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

What is the revenue outlook for the upcoming quarters?

Guidance on revenue will be crucial for assessing the company's future growth potential and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Cellebrite to exceed its EPS estimates due to strong demand in digital intelligence solutions that are not fully reflected in the consensus.

Supporting Evidence

Cellebrite has consistently beaten EPS estimates in previous quarters, indicating a trend of stronger-than-expected performance.

The options market is pricing a significant move, suggesting traders anticipate a more volatile reaction than the historical average.

Recent industry trends show increasing investment in digital intelligence, which could benefit Cellebrite.

Key Risk

If the company reports an EPS significantly above $0.16, it could challenge the current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether Cellebrite can maintain its growth momentum amid increasing competition and changing market dynamics.

Bull Confirmed If

Achieving an EPS of $0.17 or higher with revenue exceeding $148M would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.14 or revenue under $144M would support a bearish outlook.

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 traders 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 a potential stock increase of around 7% based on past performance.

In-Line / Cautious

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

Miss

A miss on earnings could lead to a decline of around 7% based on historical reactions to earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

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