KLTR
Kaltura, Inc.1.6200
-0.0600-3.57%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Elaborates PathFactory synergies, guidance
Q&A largely reaffirmed the prepared script on PathFactory and 2026 transition, but Ron elaborated cross-sell potential from its 100 enterprise customers—only 10 overlapping Kaltura's—with early excitement including RFPs for avatars to displace video rivals. On guidance puts/takes, management flagged persistent M&T double-digit revenue declines from prior churn (improving bookings for 2027), H2 ramps for new products/PathFactory (Q2 close assumed), FX headwinds, and integration costs holding adjusted EBITDA to prior 2025 levels. Competitive color highlighted video consolidation aiding displacement while agentic pivot targets faster-growing markets like Qualified's. Cross-sell looks promising. Cautious tone persists; watch H2 execution.
Key Stats
Market Cap
250.28MP/E (TTM)
-Basic EPS (TTM)
-0.11Dividend Yield
0%Recent Filings
8-K
CFO resigns; interims appointed
Kaltura's CFO John Doherty resigned effective December 5, 2025, after notifying on September 30. The board swiftly named EVP FP&A Liron Sharon as interim Principal Financial Officer and EVP Finance Claire Rotshten as interim Principal Accounting Officer, both effective December 6. No compensation changes. Search underway for permanent replacement. Transition smooth so far.
8-K
Kaltura closes E-Self acquisition
8-K
Acquires E-Self, repurchases shares
Kaltura signed a deal on November 5, 2025, to buy E-Self.AI for up to $20M cash—$7.5M upfront, rest milestone-tied—plus 4.7M shares (~3% of outstanding) vesting over three years. It repurchased 14.4M shares from Goldman Sachs for $16.6M at a 25% VWAP discount on November 7. Fewer shares sharpen focus. Closing hinges on regulatory nods.
10-Q
Q3 FY2025 results
Kaltura posted Q3 revenue of $43.9M, down 1% y/y yet up sequentially with gross profit climbing 4% y/y to $30.7M as costs fell 11%—subscription revenue held steady at $42.0M while professional services dipped. Operating income flipped to a $1.5M profit from a $4.5M loss, thanks to 5% lower opex including restructuring; net loss narrowed to $2.6M or $0.02/share (anti-dilutive shares excluded). Cash hit $41.5M with $10.9M YTD operating cash flow, $30.4M term debt at 6.6% maturing 2026, and $25M revolver available; free cash flow not disclosed in the 10-Q. EE&T drove 74% revenue, M&T 26%. EU Data Act adds compliance costs.
8-K
CFO Doherty resigns, transition planned
Kaltura's CFO John Doherty announced his resignation effective December 5, 2025, to join a medical technology firm, but he'll advise through March 31, 2026, at $10,000 monthly while securing a fixed $150,000 2025 bonus. The company hired a search firm for a successor and reaffirmed Q3 guidance from August 7. Transition underway. Yet risks linger if hiring drags.
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