Cellebrite DI Ltd. (CLBT) SEC Filings & Earnings Calls

Equity dilution risk clarified at ~9.2% based on fully diluted count; no material change from prior disclosures.

“Potential dilution approximately 9.2% as of August 1, 2026.”

U.S. Federal business headwinds from leadership, administrative and spending changes

“significant headwinds in our U.S. Federal business stemming largely from leadership, administrative and spending changes within the agencies we serve” · word for word

Q2 2026 ARR miss due to longer sales cycles and additional government procurement requirements

“second-quarter ARR results did not meet our expectations... longer sales cycles, including additional administrative and procurement requirements within certain government opportunities” · word for word

ARR growth deceleration due to elongated sales cycles and slower Inseyets conversions.

“ARR came in below our expectations. We saw longer sales cycles and less expansion from Inseyets conversions than anticipated.” · word for word

New product contribution may be delayed; measured near-term view.

“we are taking a more measured view of that contribution in the near term, given elongated sales cycles and the timing of additional new product introductions anticipated for later this year.” · word for word

Leadership transition may cause short-term uncertainty, but planned succession mitigates disruption.

“CEO change effective August 13, 2026; Hogan remains as advisor for 6 months.”

Export license regime change

“On November 18, 2025, the Israeli Minister of Defense signed an order repealing the current encryption control regime and adopting a new regime. The new regime becomes effective on March 18, 2026.” · word for word

Human rights misuse allegations

“In late 2024, Amnesty International published a report alleging that certain law enforcement agencies in Serbia had misused our solutions to access the mobile phones of several journalists and activists and then implanted spyware on those devices.” · word for word

PFIC status uncertainty

“Cellebrite believes that it was not a PFIC and presently does not anticipate that it will be a PFIC based upon the value of its assets, including any goodwill, and the nature and composition of its income and assets. Nevertheless, whether Cellebrite is treated as a PFIC is determined on an annual basis.” · word for word

U.S. Federal spending environment remains challenging.

“Despite a challenging U.S. Federal spending environment” · word for word

Integration risk; CFIUS national security agreement required.

“CFIUS has permitted the acquisition to close on the basis of a national security agreement.” · word for word