Cellebrite (CLBT) Q2 FY26 earnings call

Cellebrite announced a planned CEO transition, appointing Shiven Ramji, amidst a challenging Q2 that saw missed ARR and revenue targets due to deal slippage and lower-than-expected Insights monetization. The company is implementing stricter sales execution and forecasting discipline, while highlighting strong performance in U.S. federal and Defense & Intelligence segments, and promising early adoption of new AI-powered products like Genesis.