Cellebrite FY26 Q2 earnings call transcript covered a CEO transition; Chairman Adam Clammer, CEO Shiven Ramji, and CFO David Barter attended.
Q2 ARR rose 21% to USD 508 million; revenue increased 16% to USD 131 million; adjusted EBITDA totaled USD 31.8 million.
Full-year ARR outlook cut to USD 550 million-USD 560 million; revenue outlook reduced to USD 555 million-USD 561 million; adjusted EBITDA raised to USD 153 million-USD 159 million.
Management cited delayed large US federal and European government deals tied to added procurement requirements for a foreign entity, cloud, and AI; the cycle extended about six weeks.
In EMEA, cloud transitions faced new EU freedom-of-information audits; CRO Marcus Jewell said USD 4 million of slipped deals has since closed.
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