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Why Software Company Cellebrite Shares Are Up Today

Why Software Company Cellebrite Shares Are Up Today

为什么软件公司Cellebrite的股价今天上涨
Benzinga ·  05/23 12:58

Cellebrite DI Ltd. (NASDAQ:CLBT) shares are trading higher after it reported first-quarter FY24 results.

Cellebrite DI Ltd.(纳斯达克股票代码:CLBT)公布24财年第一季度业绩后,股价走高。

Revenue rose 26% Y/Y to $89.6 million, beating the consensus of $87.8 million. Annual Recurring Revenue (ARR) stood at $331.8 million, up 27% Y/Y.

收入同比增长26%,达到8,960万美元,超过了市场预期的8,780万美元。年度经常性收入(ARR)为3.318亿美元,同比增长27%。

Yossi Carmil, Cellebrite's CEO said, "Looking ahead, we continue to see customer budgets trend favorably in support of their plans to enhance and expand their digital investigative capabilities with our solutions over the coming quarters. We are excited about our prospects over the coming quarters and have reaffirmed our outlook for this year."

Cellebrite首席执行官Yossi Carmil表示:“展望未来,我们继续看到客户预算呈有利趋势,以支持他们在未来几个季度通过我们的解决方案增强和扩展其数字调查能力的计划。我们对未来几个季度的前景感到兴奋,并重申了今年的展望。”

Subscription revenue rose 29% to $79.2 million in the quarter. Adjusted gross profit stood at $76.8 million, with a margin of 85.7% in the quarter.

本季度的订阅收入增长了29%,达到7,920万美元。调整后的毛利为7,680万美元,本季度利润率为85.7%。

Adjusted EBITDA surged to $17.6 million, with a margin expanding Y/Y from 10.3% to 19.7%. Adjusted EPS $0.08 topped the consensus of $0.06.

调整后的息税折旧摊销前利润激增至1,760万美元,同比利润率从10.3%扩大至19.7%。调整后的每股收益为0.08美元,超过市场预期的0.06美元。

Dana Gerner, Cellebrite's CFO, said, "We expect to drive solid ARR and revenue expansion in the second quarter, which we anticipate will support higher adjusted EBITDA versus the second quarter of 2023. Although it is still early in the year, we believe we are well positioned to achieve our full-year 2024 targets with an expectation that we will deliver the majority of our revenue and adjusted EBITDA in the second half of the year."

Cellebrite首席财务官达娜·格纳表示:“我们预计将在第二季度推动稳健的年度回报率和收入增长,我们预计这将支持调整后的息税折旧摊销前利润高于2023年第二季度。尽管现在还处于年初,但我们相信我们完全有能力实现2024年全年目标,预计我们将在下半年实现大部分收入和调整后的息税折旧摊销前利润。”

Outlook: In the second quarter, Cellebrite expects to drive solid ARR and revenue expansion and sees revenue of $90 million-$94 million (vs. est. $89.405 million).

展望:在第二季度,Cellebrite预计将推动稳健的ARR和收入扩张,预计收入为9000万至9400万美元(而预期为8,9405万美元)。

The company continues to expect FY24 revenue of $370 million-$380 million (vs. estimate: $376.126 million).

该公司继续预计,24财年的收入为3.7亿美元至3.8亿美元(相比估计:3.76126亿美元)。

Investors can gain exposure to the stock via ARK Israel Innovative Technology ETF (BATS:IZRL).

投资者可以通过方舟以色列创新科技ETF(BATS: IZRL)获得股票敞口。

Price Action: CLBT shares are up 3.34% at $12.00 at the last check Thursday.

价格走势:在周四的最后一次检查中,CLBT股价上涨3.34%,至12.00美元。

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照片来自 Shutterstock

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