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CLBT — Cellebrite

Thesis

  • 1 | P a g e

9/17/2021

Lake Cornelia Research Management, Inc

  • Stock: Cellebrite (“CLBT”) Contact: Judd Arnold judd@investarnold

Business Model

  • Cellebrite is a mission-critical and endsh-to-end digital intelligence platform with two key products:

  • Collect and Review: Extracts and decodes data from almost all digital sources, allowing the users to unlock evidence-based data to uncover c

  • Analyze: AI-based analyses that provide insights on large amounts of data. Think Palantir for investigations. Customers report that the prod

  • Cellebrite is a mission-critical and endsh-to-end digital intelligence platform with two key products:

Key Metrics

Metric Current Prior Trend
Revenue
Gross Margin
FCF

Catalysts

Risks

Valuation

Research Sources