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Cellebrite Begins Its Next Chapter
Key Points Cellebrite continued to see solid growth in the second quarter of 2025, led by a big jump in free cash flow. The company named interim CEO Tom Hogan to take on the role permanently and also announced a new chief financial officer. Cellebrite is cautiously optimistic about recent acquisition activity and the prospect for further business. 10 stocks we like better than Cellebrite › Here's our initial take on Cellebrite DI's (NASDAQ: CLBT) financial report. Key Metrics Metric Q2 2024 Q2 2025 Change vs. Expectations Total revenue $95.7 million $113.3 million +18% Beat Adjusted earnings per share $0.10 $0.12 +20% Beat Annualized recurring revenue $345.9 million $418.9 million +21% n/a Free cash flow $12.4 million $29.0 million +133% n/a Cellebrite Moves Forward on Multiple Fronts Cellebrite has enjoyed high demand for its digital investigative software, with both government entities and private-sector corporate clients adopting Cellebrite's platform extensively. Revenue for the second quarter was up 18% year over year, and annualized recurring revenue from the software-as-a-service platform climbed at a faster 21% rate. Earnings per share came in a penny better than expected as Cellebrite celebrated rising margins from its effectiveness in controlling costs and making the most of sales growth. A dollar-based net retention rate of 120% signaled that existing clients are making greater use of Cellebrite's services. CEO Tom Hogan pointed to Cellebrite's plans to acquire virtualization technology specialist Corellium and its collaboration with the U.S. Department of Justice as important factors that could expand the scope of its business. The Corellium deal hasn't yet gotten final approval, though, so Cellebrite hasn't incorporated its potential impact into guidance. As for Hogan, the once-interim CEO has formally been named to fill the role permanently. Cellebrite's board chair had kind words to say about Hogan's experience and leadership. Joining Hogan will be David Barter, who will take over the CFO role from the retiring Dana Gerner. Immediate Market Reaction Investors were generally pleased with Cellebrite's news. The stock moved higher by almost 5% in premarket trading during the first 45 minutes after the release of its financial report. Both sales and earnings were higher than most of those following Cellebrite had anticipated, which was likely the biggest contributor to the upward move. Even so, it's important to put the modest move into context. Cellebrite's stock soared during late 2024 and into the beginning of 2025, but since their February peak, the shares had lost roughly half their value at their worst levels. Signs of a rebound are encouraging, though, and Cellebrite hopes that future results will validate investors' confidence. What to Watch Cellebrite's guidance for the third quarter and for the full 2025 year doesn't show a huge acceleration of sales growth. Annualized recurring revenue is likely to rise to between $435 million and $445 million next quarter and to between $460 million and $475 million by year-end. Third-quarter revenue of $121 million to $126 million would be 13% to 18% higher than in the year-ago period. Full-year 2025 sales of $465 million to $475 million would represent growth of 16% to 18%. Those are all solid numbers. However, in some investors' eyes, they don't represent the full potential of Cellebrite's business. We look forward to seeing whether Hogan, in his permanent CEO role, can light a fire under Cellebrite and build further momentum toward a full recovery in the stock. Helpful Resources Full earnings report Investor relations page Should you invest $1,000 in Cellebrite right now? Before you buy stock in Cellebrite, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Cellebrite wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,113,059!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Dan Caplinger has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cellebrite. The Motley Fool has a disclosure policy. Cellebrite Begins Its Next Chapter was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24 minutes ago
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U.S. producer prices surge in July as Trump tariffs push costs higher
WASHINGTON (AP) — U.S. wholesale inflation surged unexpectedly last month, signaling that President Donald Trump's sweeping taxes on imports are pushing costs higher. The Labor Department reported Thursday that its producer price index — which measures inflation before it hits consumers — was up 0.9% last month from June and 3,3% from a year earlier. The numbers were much higher than economists had expected. The wholesale inflation report two days after the Labor Department reported that consumer prices rose 2.7% last month from July 2024, same as the previous month and up from a post-pandemic low of 2.3% in April. Core consumer prices rose 3.1%, up from 2.9% in June. Both figures are above the Federal Reserve's 2% target. The new numbers suggest that slowing rent increases and cheaper gas are at least partly offsetting the impacts of Trump's tariffs. Many businesses are also likely still absorbing much of the cost of the duties instead of passing them along to customers via higher prices. Wholesale prices can offer an early look at where consumer inflation might be headed. Economists also watch it because some of its components, notably measures of health care and financial services, flow into the Federal Reserve's preferred inflation gauge — the personal consumption expenditures, or PCE, index.
Yahoo
24 minutes ago
- Yahoo
CoreWeave's Q2 Sparks Massive Sell-Off -- Is This the Buy-the-Dip Moment?
Aug 14 - CoreWeave CRWV) posted Q2 results after the bell, delivering a mixed bag that rattled the stock in pre-market trading. Revenue came in at $1.21 billion, well ahead of the $1.08 billion forecast and more than triple last year's $395.4 million. But a larger-than-expected loss per share, $0.60 versus Wall Street's expected $0.52, took some shine off the top-line beat. Warning! GuruFocus has detected 5 Warning Signs with NVDA. The market reaction was swift. Shares plunged about 20% on Wednesday's trading. CoreWeave's IPO lock-up period is expiring on Friday, freeing up 83% of Class A shares and potentially adding selling pressure. While the red ink isn't new for the GPU cloud provider, the company's premium valuation leaves little margin for disappointment. CoreWeave trades at a forward EV/Sales multiple of 15.69x, more than 400% above the sector median. Heavy spending is part of the model, with Q2 CapEx at $2.9 billion and full-year guidance unchanged at $2023 billion. On the positive side, adjusted EBITDA and operating income beat expectations, and the revenue backlog jumped 86% year-over-year to $30.1 billion, thanks in part to a $4 billion deal with OpenAI. Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) remain the largest customers, while partnerships with Nvidia (NASDAQ:NVDA), IBM (NYSE:IBM), and Applied Digital (APLD) keep CoreWeave plugged into the AI infrastructure boom. Given the volatility, some see opportunity. A dip-buying strategy could play out in two phases, after the earnings-driven drop, and again if Friday's lock-up expiry sparks further weakness. For risk-tolerant investors, the long-term AI demand story remains intact, but patience will be required. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
