Technology

From Devices to Intelligence: Cellebrite's Growth Story

Jun. 17, 2026

Guests: David Barter, CFO, Cellebrite and Andrew Kramer, Vice President of Investor Relations, Cellebrite

Host: Shaul Eyal, Managing Director, Communications, Security and Infrastructure Software Research Analyst, TD Cowen

In this podcast, we discuss the evolution of Cellebrite's platform and its position in the digital intelligence market at the TD Cowen 54th Annual Technology, Media & Telecom Conference. We explore the company's growth strategy, expanding platform portfolio, AI-driven innovation and the increasing role of digital evidence in public safety and enterprise domains.

This podcast was recorded on May 27, 2026

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Disclaimer

This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Shaul Eyal

Managing Director, Communications, Security, and Infrastructure Software Research Analyst, TD Cowen

Shaul Eyal
Managing Director, Communications, Security, and Infrastructure Software Research Analyst, TD Cowen

Biography

Shaul Eyal is Managing Director and Senior Analyst covering the Communications, Security, and Infrastructure Software sectors and is one of Wall Street’s leading experts in those spaces. He started his equity research career at Oppenheimer & Co. covering Israeli technology related equities and expanded his research focus to cover the security and communication software universes.

Shaul holds an M.B.A. from Fordham University and an LL.B with honors from Oxford Brookes University. He served for five years in the Special Forces of the Israeli Defense Forces, where he held the rank of Lieutenant.

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Technology

From Devices to Intelligence: Cellebrite's Growth Story

Full transcription

Disclaimer

Biography

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