Why Software Company Cellebrite Shares Are Up Today
Why Software Company Cellebrite Shares Are Up Today
Cellebrite DI Ltd. (NASDAQ:CLBT) shares are trading higher after it reported first-quarter FY24 results.
Cellebrite DI Ltd.（納斯達克股票代碼：CLBT）公佈24財年第一季度業績後，股價走高。
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.
收入同比增長26％，達到8,960萬美元，超過了市場預期的8,780萬美元。年度經常性收入（ARR）爲3.318億美元，同比增長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首席執行官Yossi Carmil表示：“展望未來，我們繼續看到客戶預算呈有利趨勢，以支持他們在未來幾個季度通過我們的解決方案增強和擴展其數字調查能力的計劃。我們對未來幾個季度的前景感到興奮，並重申了今年的展望。”
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.
本季度的訂閱收入增長了29％，達到7,920萬美元。調整後的毛利爲7,680萬美元，本季度利潤率爲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.
調整後的息稅折舊攤銷前利潤激增至1,760萬美元，同比利潤率從10.3％擴大至19.7％。調整後的每股收益爲0.08美元，超過市場預期的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首席財務官達娜·格納表示：“我們預計將在第二季度推動穩健的年度回報率和收入增長，我們預計這將支持調整後的息稅折舊攤銷前利潤高於2023年第二季度。儘管現在還處於年初，但我們相信我們完全有能力實現2024年全年目標，預計我們將在下半年實現大部分收入和調整後的息稅折舊攤銷前利潤。”
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預計將推動穩健的ARR和收入擴張，預計收入爲9000萬至9400萬美元（而預期爲8,9405萬美元）。
The company continues to expect FY24 revenue of $370 million-$380 million (vs. estimate: $376.126 million).
該公司繼續預計，24財年的收入爲3.7億美元至3.8億美元（相比估計：3.76126億美元）。
Investors can gain exposure to the stock via ARK Israel Innovative Technology ETF (BATS:IZRL).
投資者可以通過方舟以色列創新科技ETF（BATS: IZRL）獲得股票敞口。
Price Action: CLBT shares are up 3.34% at $12.00 at the last check Thursday.
價格走勢：在週四的最後一次檢查中，CLBT股價上漲3.34％，至12.00美元。
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照片來自 Shutterstock
譯文內容由第三人軟體翻譯。