Kaltura, Inc.

Kaltura, Inc.

KLTR
Kaltura, Inc.US flagNASDAQ Global Select
1.42
USD
-0.10
- -
213.53MMarket Cap
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
0.89
0.98
2.32
1.29
1.27
1.21
- -
1.18
Basic EPS, GAAP
-0.23
-0.57
-0.95
-0.53
-0.34
-0.21
- -
-0.1
Free Cash Flow per Basic Share
-0.02
0.04
-0.34
-0.37
-0.08
0.08
- -
0.1
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-1.88
-2.14
-4.54
-3
-3.16
-3.17
- -
-3.21
Tangible Book Value per Share
-2.03
-2.23
1.02
0.24
0.13
0.09
- -
-0.15
Basic Weighted Avg Shares
109
123
71
130
138
148
- -
151
Sales/Revenue/Turnover
97
120
165
169
175
179
181
178
Operating Margin (%)
-2.85
-7.05
-19.8
-32.66
-21.51
-13.48
-2.01
-1.65
Depreciation Expense
4
8
2
3
5
5
5
5
Net Income, GAAP
-16
-59
-59
-68
-46
-31
-12
-15
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
-16
-48.79
-35.97
-40.57
-26.47
-17.52
-6.67
-8.25
Working Capital
-34
-30
78
24
12
20
-36
-24
LT Debt
30
47
36
51
51
44
14
14
Total Equity
-53
-101
85
43
30
24
6
5
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
8
32
31
LT Borrowings
25
- -
- -
LT Finance Leases
15
14
14
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
155
148
150
Market Capitalization
221
251
184

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
112
91
99
Cash, Cash Equivalents & STI
72
52
62
Accounts Receivable, Net
20
16
17
Inventories
- -
- -
- -
Total Current Liabilities
101
126
122
Payables & Accruals
30
33
37
ST Debt
8
32
31
Deferred Revenue
61
60
54

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
-71.53%
-74.04%
Free Cash Flow
- -
-160.09%
18.51%
Net Income, GAAP
- -
-21.96%
-61.45%
Sales/Revenue/Turnover
- -
9.26%
1.2%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
45
44
44
46
179
2025
47
44
44
46
181
2026
45
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.08
-0.07
-0.02
-0.04
-0.21
2025
-0.01
-0.05
-0.02
- -
- -
2026
-0.03
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Ron Yekutiel
Full Time Employees
563
Sector
Technology
Industry
Software - Infrastructure
Address
250 Park Avenue South New York City NY United States of America 10003
IPO Date
Jul 21, 2021
Business
Kaltura, Inc. is a New York-based software company specializing in AI-driven video platform solutions for enterprise, education, media, and telecommunications sectors. The company offers a comprehensive suite of products including its Enterprise Video Content Management System (EVCM), Online Video Platform (OVP), video portals, Learning Management System (LMS) and CMS video extensions, virtual events and webinar platforms, virtual classrooms, and TV streaming applications. Kaltura's solutions facilitate video content management, streaming, audience interaction, content discovery, analytics, and monetization across multiple use cases such as marketing, sales, customer success, training, learning, certification, and communication. It also provides cloud TV and Over-the-Top (OTT) television software, serving global markets including the United States, Europe, and other regions. In recent major developments, Kaltura signed a definitive agreement in November 2025 to acquire eSelf.ai, a multimodal AI laboratory that specializes in conversational, photorealistic avatars supporting over 30 languages. This $27 million strategic acquisition will integrate interactive AI avatars into Kaltura’s Video Experience Cloud, enhancing real-time engagement across its Class, Work, Customer Experience (CX), and TV AI-driven products. Alongside this, Kaltura extended its long-term cloud TV services partnership with Vodafone, which operates across eight markets serving millions of subscribers. The company also executed a significant share repurchase of approximately 14.4 million shares from Goldman Sachs at a discount, demonstrating confidence in its strategic direction. Financially, Kaltura reported Q3 2025 revenue of $43.9 million with subscription revenue at $42 million, an annual recurring revenue (ARR) of $169.1 million, and continued operational improvements with adjusted EBITDA of $4.2 million and a reduced GAAP operating loss of $1.5 million. The company is pursuing a multi-year goal to achieve a "Rule of 30" status by 2028, targeting annual revenue growth of at least 30%. It also implemented a strategic reorganization including a 10% workforce reduction aimed at annual cost savings of $8.5 million to support EBITDA growth. Kaltura’s full-year 2025 revenue guidance projects between $180.4 million and $182.4 million, with adjusted EBITDA expected in the range of $16.6 million to $17.6 million. Founded in 2006 and headquartered in New York, Kaltura operates globally with a focus on delivering scalable, customizable video-first digital experiences powered by AI to promote engagement, collaboration, and business outcomes. Its product portfolio supports a wide spectrum of industries and use cases, from education and corporate training to media distribution and customer experience management, leveraging an open, API-focused architecture to integrate video seamlessly into organizational workflows. Overall, Kaltura positions itself as a leader in AI-infused video technology, enhancing video content and digital engagement through innovative product development, strategic acquisitions, and partnerships designed to expand its footprint in enterprise video, education technology, and cloud TV markets worldwide.

Company News

APIChat
  • Kaltura Named an Exemplary Provider in ISG Research Buyers Guide on Conversational AI

  • Kaltura Wins Best Event AI Technology at Eventex 2026 For the Fourth Straight Year

  • Kaltura, Inc. (KLTR) Q1 2026 Earnings Call Transcript

  • Kaltura Q1 Earnings Call Highlights

  • Kaltura Announces Financial Results for First Quarter 2026

  • Kaltura Launches Avatar Video Production Studio, Transforming Enterprise Knowledge Into Interactive, Avatar-Led Video Experiences at Scale

  • Kaltura Open-Sources Suite of AI Agent Skills, Enabling Any AI Agent to Build Intelligent Rich-Media Digital Experiences

  • Kaltura to Announce Financial Results for First Quarter 2026 on Monday, May 11, 2026

  • Kaltura Announces "Connect on the Road 2026 – The Enterprise is Breaking the Fourth Wall" Conference: Join Experts from IBM, AWS, Morgan Stanley, Palo Alto Networks, MetLife, and more in Exploring the End of the Enterprise Monologue

  • Kaltura Introduces Event OS for AI Agents, Enabling Organizations to Create and Orchestrate Events Through Natural-Language Conversation

  • Kaltura Unveils Avatar-Powered Roleplay Solution for Enterprise Training and Simulations

  • Kaltura to Present Agentic Revenue Engagement Platform at Forrester B2B Summit 2026, Showcasing the Shift From Static Content Publishing to Intent-Aware, AI-Powered Buyer Journeys

  • Kaltura Expands AI-Powered Agentic Experiences to Europe, Asia-Pacific, and Canada, With Dedicated Regional Infrastructure for Enterprise Data Residency and Performance

  • Kaltura Puts the AI CEO Into Production With Ron Yekutiel's Digital Twin, Using the Same Agentic Avatar Tech It Offers Enterprises

  • Kaltura's Agentic Avatars Combine With PathFactory to Deliver More Sophisticated Buyer Journeys From First Click to Closed‑Won

  • Kaltura Brings Conversational Avatars and Video Intelligence to the World's Most Popular Content Management Systems, With Native Integrations for Adobe Experience Manager, WordPress, and Drupal

  • Kaltura to Showcase Agentic Revenue Engagement Platform at Adobe Summit 2026, Demonstrating How Agentic AI Avatars and Content Intelligence Turn Static ABM Pages Into Real-Time Conversations

  • Kaltura Spotlighted In The 2026 WealthTech100 List for Pioneering AI-Powered Digital Engagement in Wealth and Financial Management

  • Kaltura Achieves ISO/IEC 42001 Compliance Certification, The Global Standard for Secure and Trustworthy AI

  • Kaltura Announces Partnership with Cornerstone to Deliver Integrated AI-Powered Digital Learning Experiences