<p>Cellebrite DI NASDAQ: CLBT 的高管表示，这家数字调查公司在政府需求、国际市场和包括人工智能和防御能力在内的新产品类别方面正看到复苏的势头，这是在摩根大通举办的网络安全和 DevOps 活动上，由分析师 Brian Essex 主持的。</p>
<p>首席执行官 Thomas Hogan 将 Cellebrite 描述为一个软件平台，供执法、情报和联邦机构在刑事和国家安全调查中提取、管理和分析数字数据。Hogan 表示，该公司已经运营了大约 20 年，并被 “公认为市场领导者”。</p>
<p>获取 <strong>Cellebrite DI</strong> 警报：</p>
<p>首席财务官 David Barter 表示，该公司的第一季度标志着 “年度经常性收入的加速”，年度经常性收入增长 21%，过去 12 个月的自由现金流利润率为 32%。Barter 表示，约 92% 的收入来自基于期限的订阅、云订阅和消费合同，而约 8% 是来自硬件和专业服务的非经常性收入。他表示，软件收入的毛利率约为 86%。</p>
<h2>联邦业务在经历之前的逆风后被看好复苏</h2>
<p>Hogan 表示，Cellebrite 的增长在 2025 年放缓，主要是由于美国联邦市场的疲软，该市场大约占公司业务的 17% 到 18%。他说，该细分市场历史上增长约 24%，但由于与政府更替、领导层变动、DOGE 计划的初期阶段以及《美丽大法案》在系统中推进所需的时间，2025 年几乎持平。</p>
<p>因此，Hogan 表示，公司整体的年度经常性收入增长在去年降至 “18% 左右”，低于公司历史上的低至中等 20% 的增速。他表示，Cellebrite 之前将这种压力描述为暂时的，现在预计 2026 年将出现更强劲的反弹，联邦增长有机会超过历史水平，因为产品组合扩展和与网络及数字风险相关的需求。</p>
<h2>人工智能、国防和情报产品受到关注</h2>
<p>Hogan 指出，Cellebrite 的代理 AI 产品 Genesis 是一个主要的长期增长机会。他表示，该产品目前正在被 500 名执法和情报人员作为早期采用者使用，并产生了与更快和更有效处理调查数据相关的反馈。Hogan 表示，Cellebrite 将 Genesis 的总可寻址市场定为 125 亿美元，他表示这大约是公司历史上追求的市场规模的三到四倍。</p>
<p>然而，Hogan 表示，在接下来的 12 个月中，最让他兴奋的产品类别是国防和情报。他提到与 Cellebrite 的自助服务终端、Corellium、Genesis 和无人机取证相关的机会，称这些资产正在吸引盟国民主国家的情报和国防机构的兴趣。他表示，这些领域的平均售价 “数量级更大”，远超公司之前所见。</p>
<p>Barter 还强调了 Cellebrite 的案例证据能力获得 FedRAMP 认证作为关键的政府市场杠杆。Hogan 表示，公司获得了 FedRAMP 4 级认证，他将其描述为最高级别，需要超过 400 项安全控制。他表示，Cellebrite 是该领域唯一拥有该级别认证和运营授权的公司。</p>
<h2>Cellebrite Federal 和 Corellium 扩大访问权限</h2>
<p>Hogan 表示，公司创建了 Cellebrite Federal 作为代理公司，因为 Cellebrite 被视为外资拥有。虽然这种状态并未阻止公司向美国联邦机构销售，但 Hogan 表示，这限制了员工获得安全许可和参与机密项目的能力。Cellebrite Federal 在独立董事会和信息防火墙下运营，同时归入合并公司。</p>
<p>Hogan 表示，代理结构以及 FedRAMP 认证开辟了新的机会。他还表示，这可能会在公司收购 Corellium 后对公司有利，Corellium 是一个敏感的技术资产，Cellebrite 在 6 月同意收购，并于 12 月完成。Hogan 表示，CFIUS 可能会要求或强制将 Corellium 的知识产权存放在代理公司内，以保护其免受不良行为者和外国政府的影响。</p>
<p>关于 Corellium 更广泛的市场潜力，Hogan 表示，该资产主要在国防和情报领域发挥作用，但在动态安全、DevSecOps、移动渗透测试和重度使用基于 Arm 技术的行业（包括汽车）中也有企业应用案例。</p>
<h2>国际增长和支出计划</h2>
<p>Hogan 表示，Cellebrite 在欧洲的季度表现强劲，增长在中 20% 范围内，而亚太地区增长在低 20% 范围内。Barter 表示，欧洲在将平台从解锁和提取扩展到 Guardian 和 Pathfinder 等产品方面表现良好，而亚太地区和日本正在推动案例证据和 Guardian 的采用，包括在澳大利亚。Barter 还表示，这两个地区都在早期采用 Genesis。</p>
<p>Hogan 表示，欧洲的增长从约 15% 改善到 25%，主要受到中 30% 范围内的国防和情报增长的推动，他表示这可能是美国市场在获得 FedRAMP 认证后可能发生的情况的迹象。</p>
<p>在被问及对《美丽大法案》的影响时，Hogan 表示，机会分布在多个类别中，包括数字证据管理、儿童剥削、芬太尼和阿片类药物、无人机取证、反恐和人口贩卖。他表示，一些规范开始要求云认证，这可能会有利于 Cellebrite，因为其 FedRAMP 状态。</p>
<p>霍根表示，Cellebrite 的增长驱动力包括数字犯罪的增加、约 4% 到 6% 的定价能力、产品组合扩展以及基于使用的收入模型。他提到，Guardian 的定价是基于存储的信息量（以 TB 计），而 Genesis 则基于提示、查询和与 AI 引擎使用相关的代币化模型。</p>
<h2>关于 Cellebrite DI NASDAQ: CLBT</h2>
<p>Cellebrite DI 是一家全球数字智能和取证解决方案提供商，能够帮助执法机构、政府机构和企业从移动设备、云服务和数字来源中提取、分析和处理数据。该公司的技术旨在加速调查、支持基于证据的决策，并通过提供可操作的情报，在安全、可扩展的平台上增强安全操作。</p>
<p>该公司的旗舰产品包括用于数据采集和解码的通用取证提取设备（UFED）系列、用于高级数据解析和可视化的物理分析器，以及用于案件驱动调查工作流程的 Pathfinder。</p>
<p><em>此即时新闻提醒由叙事科学技术和来自 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 $1,000 到 Cellebrite DI 吗？</h2>
<p>在考虑投资 Cellebrite DI 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户在更广泛的市场注意到之前立即购买的股票……而 Cellebrite DI 并不在名单上。</p>
<p>虽然 Cellebrite DI 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

CLBT

<p>Cellebrite DI（纳斯达克：CLBT）正在经历政府需求和国际市场的复苏增长，这得益于人工智能和防御工具。首席执行官托马斯·霍根指出，在之前的放缓后，联邦业务出现反弹，预计年度经常性收入增长将超过历史水平。公司强调其 Genesis AI 产品和 FedRAMP 4 级授权是主要的增长动力。此外，Cellebrite Federal 的成立旨在增强与美国联邦机构的接触，进一步扩大市场机会</p>

<p>Cellebrite DI NASDAQ: CLBT executives said the digital investigations company is seeing renewed momentum in government demand, international markets and new product categories, including artificial intelligence and defense-focused capabilities, during a JPMorgan cybersecurity and DevOps event hosted by analyst Brian Essex.</p>
<div class="lb-trans"><p>Cellebrite DI NASDAQ: CLBT 的高管表示，这家数字调查公司在政府需求、国际市场和包括人工智能和防御能力在内的新产品类别方面正看到复苏的势头，这是在摩根大通举办的网络安全和 DevOps 活动上，由分析师 Brian Essex 主持的。</p>
</div><p>Chief Executive Officer Thomas Hogan described Cellebrite as a software platform used by law enforcement, intelligence and federal agencies to extract, manage and analyze digital data in criminal and national security investigations. Hogan said the company has been in business for about 20 years and is “recognized and acknowledged as the market leader” in its category.</p>
<div class="lb-trans"><p>首席执行官 Thomas Hogan 将 Cellebrite 描述为一个软件平台，供执法、情报和联邦机构在刑事和国家安全调查中提取、管理和分析数字数据。Hogan 表示，该公司已经运营了大约 20 年，并被 “公认为市场领导者”。</p>
</div><p>Get <strong>Cellebrite DI</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Cellebrite DI</strong> 警报：</p>
</div><p>Chief Financial Officer David Barter said the company’s first quarter was marked by “an acceleration of ARR,” with annual recurring revenue growth of 21% and trailing 12-month free cash flow margin of 32%. Barter said about 92% of revenue comes from term-based subscriptions, cloud subscriptions and consumption contracts, while about 8% is non-recurring revenue from hardware and professional services. He said the software revenue mix is running at about an 86% gross margin.</p>
<div class="lb-trans"><p>首席财务官 David Barter 表示，该公司的第一季度标志着 “年度经常性收入的加速”，年度经常性收入增长 21%，过去 12 个月的自由现金流利润率为 32%。Barter 表示，约 92% 的收入来自基于期限的订阅、云订阅和消费合同，而约 8% 是来自硬件和专业服务的非经常性收入。他表示，软件收入的毛利率约为 86%。</p>
</div><h2>Federal Business Seen Rebounding After Prior Headwinds</h2>
<div class="lb-trans"><h2>联邦业务在经历之前的逆风后被看好复苏</h2>
</div><p>Hogan said Cellebrite’s growth slowed in 2025 primarily because of weakness in the U.S. federal market, which represents roughly 17% to 18% of the company’s business. He said that segment had historically grown at about 24%, but was essentially flat in 2025 due to disruption tied to the change in administration, leadership changes, the early days of the DOGE initiative and the time needed for the Big Beautiful Bill Act to move through the system.</p>
<div class="lb-trans"><p>Hogan 表示，Cellebrite 的增长在 2025 年放缓，主要是由于美国联邦市场的疲软，该市场大约占公司业务的 17% 到 18%。他说，该细分市场历史上增长约 24%，但由于与政府更替、领导层变动、DOGE 计划的初期阶段以及《美丽大法案》在系统中推进所需的时间，2025 年几乎持平。</p>
</div><p>As a result, Hogan said companywide ARR growth dipped to the “18-ish% range” last year, below the company’s historical low-to-mid-20% pace. He said Cellebrite had previously described the pressure as temporary and now expects a stronger rebound in 2026, with an opportunity for federal growth to exceed historical levels because of portfolio expansion and demand related to cyber and digital risk.</p>
<div class="lb-trans"><p>因此，Hogan 表示，公司整体的年度经常性收入增长在去年降至 “18% 左右”，低于公司历史上的低至中等 20% 的增速。他表示，Cellebrite 之前将这种压力描述为暂时的，现在预计 2026 年将出现更强劲的反弹，联邦增长有机会超过历史水平，因为产品组合扩展和与网络及数字风险相关的需求。</p>
</div><h2>AI, Defense and Intelligence Products Highlighted</h2>
<div class="lb-trans"><h2>人工智能、国防和情报产品受到关注</h2>
</div><p>Hogan pointed to Genesis, Cellebrite’s agentic AI product, as a major long-term growth opportunity. He said the product is currently being used by 500 people in law enforcement and intelligence as early adopters and is producing feedback related to faster and more effective processing of investigative data. Hogan said Cellebrite has pegged the total addressable market for Genesis at $12.5 billion, which he said is roughly three to four times the size of the market the company has historically pursued.</p>
<div class="lb-trans"><p>Hogan 指出，Cellebrite 的代理 AI 产品 Genesis 是一个主要的长期增长机会。他表示，该产品目前正在被 500 名执法和情报人员作为早期采用者使用，并产生了与更快和更有效处理调查数据相关的反馈。Hogan 表示，Cellebrite 将 Genesis 的总可寻址市场定为 125 亿美元，他表示这大约是公司历史上追求的市场规模的三到四倍。</p>
</div><p>However, Hogan said the product category that most excites him over the next 12 months is defense and intelligence. He cited opportunities tied to Cellebrite’s Kiosk capabilities, Corellium, Genesis and drone forensics, saying those assets are drawing interest from intelligence and defense agencies in allied democratic nations. He said average selling prices in those areas are “orders of magnitude bigger” than what the company has previously seen.</p>
<div class="lb-trans"><p>然而，Hogan 表示，在接下来的 12 个月中，最让他兴奋的产品类别是国防和情报。他提到与 Cellebrite 的自助服务终端、Corellium、Genesis 和无人机取证相关的机会，称这些资产正在吸引盟国民主国家的情报和国防机构的兴趣。他表示，这些领域的平均售价 “数量级更大”，远超公司之前所见。</p>
</div><p>Barter also highlighted Cellebrite’s FedRAMP authorization for its case evidence capabilities as a key government-market lever. Hogan said the company achieved FedRAMP Level 4 authorization, which he described as the highest level and one requiring more than 400 security controls. He said Cellebrite is the only company in its space with that level of certification and authorization to operate.</p>
<div class="lb-trans"><p>Barter 还强调了 Cellebrite 的案例证据能力获得 FedRAMP 认证作为关键的政府市场杠杆。Hogan 表示，公司获得了 FedRAMP 4 级认证，他将其描述为最高级别，需要超过 400 项安全控制。他表示，Cellebrite 是该领域唯一拥有该级别认证和运营授权的公司。</p>
</div><h2>Cellebrite Federal and Corellium Expand Access</h2>
<div class="lb-trans"><h2>Cellebrite Federal 和 Corellium 扩大访问权限</h2>
</div><p>Hogan said the company created Cellebrite Federal as a proxy company because Cellebrite is viewed as foreign-owned. While that status did not prevent the company from selling to U.S. federal agencies, Hogan said it limited the ability of employees to receive clearances and work on classified projects. Cellebrite Federal operates with an independent board and an information firewall, while rolling up into the consolidated company.</p>
<div class="lb-trans"><p>Hogan 表示，公司创建了 Cellebrite Federal 作为代理公司，因为 Cellebrite 被视为外资拥有。虽然这种状态并未阻止公司向美国联邦机构销售，但 Hogan 表示，这限制了员工获得安全许可和参与机密项目的能力。Cellebrite Federal 在独立董事会和信息防火墙下运营，同时归入合并公司。</p>
</div><p>Hogan said the proxy structure, along with the FedRAMP authorization, has opened new opportunities. He also said it may benefit the company following its acquisition of Corellium, a sensitive technology asset that Cellebrite agreed to acquire in June and closed in December. Hogan said CFIUS is likely to request or mandate that Corellium’s intellectual property be housed within the proxy company to protect it from bad actors and foreign governments.</p>
<div class="lb-trans"><p>Hogan 表示，代理结构以及 FedRAMP 认证开辟了新的机会。他还表示，这可能会在公司收购 Corellium 后对公司有利，Corellium 是一个敏感的技术资产，Cellebrite 在 6 月同意收购，并于 12 月完成。Hogan 表示，CFIUS 可能会要求或强制将 Corellium 的知识产权存放在代理公司内，以保护其免受不良行为者和外国政府的影响。</p>
</div><p>On Corellium’s broader market potential, Hogan said the asset plays most directly in defense and intelligence but also has enterprise use cases in dynamic security, DevSecOps, mobile penetration testing and sectors with heavy use of Arm-based technology, including automotive.</p>
<div class="lb-trans"><p>关于 Corellium 更广泛的市场潜力，Hogan 表示，该资产主要在国防和情报领域发挥作用，但在动态安全、DevSecOps、移动渗透测试和重度使用基于 Arm 技术的行业（包括汽车）中也有企业应用案例。</p>
</div><h2>International Growth and Spending Initiatives</h2>
<div class="lb-trans"><h2>国际增长和支出计划</h2>
</div><p>Hogan said Cellebrite had a robust quarter in Europe, with growth in the mid-20% range, while Asia-Pacific grew in the low 20% range. Barter said Europe has done well extending the platform from unlocking and extraction into products such as Guardian and Pathfinder, while Asia-Pacific and Japan are building adoption of case evidence and Guardian, including in Australia. Barter also said both regions are seeing early adoption of Genesis.</p>
<div class="lb-trans"><p>Hogan 表示，Cellebrite 在欧洲的季度表现强劲，增长在中 20% 范围内，而亚太地区增长在低 20% 范围内。Barter 表示，欧洲在将平台从解锁和提取扩展到 Guardian 和 Pathfinder 等产品方面表现良好，而亚太地区和日本正在推动案例证据和 Guardian 的采用，包括在澳大利亚。Barter 还表示，这两个地区都在早期采用 Genesis。</p>
</div><p>Hogan said Europe’s growth improved from about 15% to 25%, driven by defense and intelligence growth in the mid-30% range, which he said could be a sign of what may happen in the U.S. market following FedRAMP authorization.</p>
<div class="lb-trans"><p>Hogan 表示，欧洲的增长从约 15% 改善到 25%，主要受到中 30% 范围内的国防和情报增长的推动，他表示这可能是美国市场在获得 FedRAMP 认证后可能发生的情况的迹象。</p>
</div><p>Asked about exposure to the Big Beautiful Bill Act, Hogan said opportunities are spread across multiple categories, including digital evidence management, child exploitation, fentanyl and opioids, drone forensics, counterterrorism and sex trafficking. He said some specifications are beginning to require cloud certification, which he said could favor Cellebrite because of its FedRAMP status.</p>
<div class="lb-trans"><p>在被问及对《美丽大法案》的影响时，Hogan 表示，机会分布在多个类别中，包括数字证据管理、儿童剥削、芬太尼和阿片类药物、无人机取证、反恐和人口贩卖。他表示，一些规范开始要求云认证，这可能会有利于 Cellebrite，因为其 FedRAMP 状态。</p>
</div><p>Hogan said Cellebrite’s growth drivers include increased digital crime, pricing power of about 4% to 6%, portfolio expansion and usage-based revenue models. He said Guardian is priced around terabytes of stored information, while Genesis is based on prompts, queries and a tokenization model tied to use of the AI engine.</p>
<div class="lb-trans"><p>霍根表示，Cellebrite 的增长驱动力包括数字犯罪的增加、约 4% 到 6% 的定价能力、产品组合扩展以及基于使用的收入模型。他提到，Guardian 的定价是基于存储的信息量（以 TB 计），而 Genesis 则基于提示、查询和与 AI 引擎使用相关的代币化模型。</p>
</div><h2>About Cellebrite DI NASDAQ: CLBT</h2>
<div class="lb-trans"><h2>关于 Cellebrite DI NASDAQ: CLBT</h2>
</div><p>Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company's technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.</p>
<div class="lb-trans"><p>Cellebrite DI 是一家全球数字智能和取证解决方案提供商，能够帮助执法机构、政府机构和企业从移动设备、云服务和数字来源中提取、分析和处理数据。该公司的技术旨在加速调查、支持基于证据的决策，并通过提供可操作的情报，在安全、可扩展的平台上增强安全操作。</p>
</div><p>The company's flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.</p>
<div class="lb-trans"><p>该公司的旗舰产品包括用于数据采集和解码的通用取证提取设备（UFED）系列、用于高级数据解析和可视化的物理分析器，以及用于案件驱动调查工作流程的 Pathfinder。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和来自 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Cellebrite DI Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 $1,000 到 Cellebrite DI 吗？</h2>
</div><p>Before you consider Cellebrite DI, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资 Cellebrite DI 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Cellebrite DI wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户在更广泛的市场注意到之前立即购买的股票……而 Cellebrite DI 并不在名单上。</p>
</div><p>While Cellebrite DI currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Cellebrite DI 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Cellebrite DI Sees Federal Rebound as AI, Defense Tools Fuel New Growth

Market Beat

Cellebrite DI

摩根大通

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

随着人工智能和国防工具推动新的增长，Cellebrite DI 预计联邦市场将出现反弹