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    Matt Kavanagh • Needham & Company

    Matt Kavanagh is a Senior Equity Research Analyst at Needham & Company, specializing in the technology and software sectors with a focus on security, infrastructure software, and related companies. He covers notable publicly traded firms such as Tenable, Rapid7, Varonis Systems, and SailPoint Technologies, and is recognized for his detailed industry knowledge and actionable investment insights. Kavanagh began his finance career in the late 2000s and has held analytical roles at FBR Capital Markets and Canaccord Genuity prior to joining Needham, where he has consistently received strong investor feedback and built a robust research track record. He maintains FINRA Series 7, 63, 86, and 87 licenses and is frequently cited in industry publications for his sector expertise.

    Matt Kavanagh's questions to Kaltura Inc (KLTR) leadership

    Matt Kavanagh's questions to Kaltura Inc (KLTR) leadership • Q4 2024

    Question

    Matt Kavanagh from Needham & Company asked if any specific verticals or geographies are showing standout strength and inquired about recent changes in deal closure times or win rates.

    Answer

    CEO Ron Yekutiel stated that growth momentum is broad-based across verticals like tech and finance and that geographic strengths remain consistent, with North America leading in E&T and EMEA in M&T. He also noted an increase in channel business. Regarding sales cycles, he confirmed that win rates are holding strong and that while deal closure times are still longer than historical norms, they are showing signs of improvement and are no longer lengthening.

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