Earnings summaries and quarterly performance for KALTURA.
Executive leadership at KALTURA.
Board of directors at KALTURA.
Research analysts who have asked questions during KALTURA earnings calls.
GB
Gabriela Borges
Goldman Sachs
5 questions for KLTR
Also covers: AVPT, BIGC, BRZE +21 more
PW
Patrick Walravens
Citizens JMP
4 questions for KLTR
Also covers: AI, ALKT, ASAN +26 more
Ryan Koontz
Needham & Company, LLC
4 questions for KLTR
Also covers: AAOI, ADTN, ANET +27 more
DH
David Hynes
Canaccord Genuity Group Inc.
2 questions for KLTR
Also covers: BIGC, BRZE, EVCM +17 more
Ronit Shah
Wells Fargo
2 questions for KLTR
Also covers: EGHT, YOU
AC
Austin Cole
Citizens JMP Securities, LLC
1 question for KLTR
Also covers: ALKT, BRZE, CXM +6 more
MK
Matt Kavanagh
Needham & Company
1 question for KLTR
MT
Michael Turrin
Wells Fargo
1 question for KLTR
Also covers: ADBE, ADSK, CFLT +29 more
RP
Richard Poland
Wells Fargo Securities
1 question for KLTR
Also covers: DOCU, GWRE
Recent press releases and 8-K filings for KLTR.
Kaltura Shifts Focus to Immersive Virtual Agents Amidst Flattened Video Market
KLTR
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Kaltura (KLTR) is strategically shifting from a flattened video management platform market to focus on immersive virtual agents and conversational avatars, aiming for a return to double-digit growth and a "Rule of 30" by 2028 or before.
- The company has established a $180 million business with a strong enterprise customer base, including 30% of top 50 tech companies, and is currently profitable, generating cash from operations with $30 million in net cash.
- Kaltura positions itself as the only public company in the immersive virtual agent space, entering a significantly larger Customer Experience (CX) and Employee Experience (EX) market with its new offerings.
- The new agentic avatars are highlighted as photorealistic, multilingual, and hyper-personalized, designed to integrate deeply into enterprise workflows for diverse applications such as sales, training, and support.
Jan 21, 2026, 1:30 PM
Kaltura Shifts Focus to Immersive Virtual Agents Amidst Flattened Video Market
KLTR
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Kaltura (KLTR) is transitioning from its traditional, flattened $180 million video management business to focus on immersive virtual agents and experiences, aiming to re-accelerate growth.
- The company is developing and launching AI-powered conversational avatars that are photorealistic, multilingual, and integrate with enterprise workflows for various applications like sales, training, and support.
- Financially, Kaltura has returned to profitability, generating cash from operations and free cash flow, with $30 million in net cash as of the document date.
- Management anticipates achieving double-digit growth and a "Rule of 30" by 2028 or before, driven by the new agentic offerings and an expanded Total Addressable Market (TAM).
Jan 21, 2026, 1:30 PM
Kaltura (KLTR) Announces Strategic Pivot to Immersive Virtual Agents
KLTR
New Projects/Investments
Revenue Acceleration/Inflection
Demand Weakening
- Kaltura (KLTR) has built a $180 million profitable business as a leading enterprise video platform, but the traditional video industry has flattened, leading to single-digit growth.
- The company is making a strategic shift into the immersive virtual agents market with conversational avatars, aiming to return to double-digit growth and a "Rule of 30" by 2028 or before.
- Kaltura is currently generating cash from operations and free cash flow, with $60 million in gross cash and $30 million in debt, resulting in $30 million net cash.
- Kaltura is positioned as the only public company in the immersive virtual agent space, leveraging its existing customer base and technology.
Jan 21, 2026, 1:30 PM
Kaltura Pivots to Immersive Virtual Agents and CX/EX Platform
KLTR
Product Launch
New Projects/Investments
- Kaltura (KLTR) is strategically pivoting from its traditional video technology business into immersive virtual agents and a full-blown Customer Experience (CX) and Employee Experience (EX) platform, leveraging its existing AI capabilities and large enterprise customer base.
- The company is launching new offerings, including agentic avatars, generative personalized UI, and an SDK for integration, with plans for VOD-based avatars, aiming to expand its Total Addressable Market (TAM) beyond the historical $13-13.13 billion video market.
- Kaltura operates on a revenue base of $181 million, primarily from subscription and recurring sources, experiencing low single-digit growth in recent years within a flat video industry, but has returned to profitability on an adjusted EBITDA and cash flow basis, with gross margins improving from 61% to 71% over five years.
Jan 14, 2026, 4:45 PM
Kaltura (KLTR) Announces Strategic Expansion into Immersive Virtual Agents
KLTR
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Kaltura (KLTR) is strategically expanding its offerings from traditional video technology into AI-infused immersive virtual agents, known as Agentic Avatars, aiming to become a leading customer experience (CX) and employee experience (EX) platform.
- This move is intended to transition the company from a "lukewarm" video industry, which has seen low single-digit growth in recent years, into a new market with a significantly expanded total addressable market (TAM).
- The company reported $181 million in revenue, predominantly from subscriptions, and has returned to profitability on an adjusted EBITDA and cash flow basis, with gross margins improving from 61% to 71% over the past five years.
- Kaltura plans to leverage its established large enterprise customer relationships and API-first platform to upsell these new Agentic Avatar products, which include conversational avatars, advanced generative UI, and an SDK for integration with other large language models.
Jan 14, 2026, 4:45 PM
Kaltura Pivots to Immersive AI Agents Amidst Flat Video Market
KLTR
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Kaltura (KLTR) is undergoing a strategic pivot, moving from a flat video technology market into AI-infused video experiences and immersive virtual agents, which CEO Ron Yekutiel describes as a "watershed moment" for the company.
- The company reported $180 million in revenue with low single-digit growth in recent years but has returned to profitability on an adjusted EBITDA and cash flow basis, with gross margins improving from 61% to 71% over five years.
- This strategic shift aims to expand Kaltura's Total Addressable Market (TAM) into the vast CX/EX sectors, contrasting with the video industry's current low valuation (around 1x revenue) and highlighting significant market potential seen in recent high-value acquisitions in the agentic space.
- Kaltura plans to upsell its new agentic products to its existing large enterprise customer base, which boasts an average ARPU of $200K, while also introducing a product-led growth self-serve model.
Jan 14, 2026, 4:45 PM
Kaltura appoints interim Principal Financial Officer and Principal Accounting Officer
KLTR
Management Change
CFO Change
Hiring
- Kaltura, Inc. announced the resignation of its Chief Financial Officer, John Doherty, effective December 5, 2025.
- Ms. Liron Sharon was appointed as interim Principal Financial Officer (PFO), and Ms. Claire Rotshten was appointed as interim Principal Accounting Officer (PAO), both effective December 6, 2025.
- Ms. Sharon and Ms. Rotshten will jointly assume the duties typically assigned to the Chief Financial Officer until a permanent replacement is appointed.
- The company has retained an external search firm to identify successor candidates for the Chief Financial Officer position.
Dec 8, 2025, 2:21 PM
Kaltura Reports Q3 2025 Results, Announces ESOF.ai Acquisition and Share Repurchase
KLTR
Earnings
M&A
Share Buyback
- Kaltura reported Q3 2025 total revenue of $43.9 million and subscription revenue of $42 million. The company achieved a record adjusted EBITDA of $4.2 million and non-GAAP net profit of $2 million, marking its ninth consecutive quarter of adjusted EBITDA profitability and fifth consecutive quarter of non-GAAP profitability.
- On November 5th, Kaltura signed a definitive agreement to acquire ESOF.ai, a GenAI lab developing conversational agentic AI technology, for an estimated total deal value of approximately $27 million assuming all earn-out milestones and retention targets are achieved. The acquisition is expected to close in Q4 2025 and aims to transform Kaltura into an AI-infused CX and EX company, with incremental revenue expected by the second half of 2026.
- The company repurchased 14.4 million shares from Goldman Sachs on November 7 for $16.6 million, representing 9.2% of outstanding shares at a 25% discount to the 30-day VWAP.
- For Q4 2025, Kaltura guides for total revenue between $45 million and $45.7 million and adjusted EBITDA between $4.2 million and $5.2 million. The full-year 2025 adjusted EBITDA guidance was raised for the third time to between $16.6 million and $17.6 million.
Nov 10, 2025, 10:00 PM
Kaltura Reports Q3 2025 Results, Announces ESOF.ai Acquisition and Share Repurchase
KLTR
Earnings
M&A
Share Buyback
- Kaltura reported Q3 2025 total revenue of $43.9 million and subscription revenue of $42 million. The company achieved a record adjusted EBITDA of $4.2 million, marking its ninth consecutive quarter of adjusted EBITDA profitability, with a non-GAAP gross margin of 70%. Non-GAAP net profit was $2 million, and cash flow from operations was $9.3 million.
- The company signed a definitive agreement on November 5th to acquire ESOF.ai, a deep tech GenAI lab, for an approximate total deal value of $27 million, with the acquisition expected to close in Q4 2025. This move is central to Kaltura's strategic evolution from a video company to a rich media-powered, AI-infused customer and employee experience (CX and EX) company.
- Kaltura repurchased 14.4 million shares from Goldman Sachs for $16.6 million on November 7, representing 9.2% of outstanding shares at a 25% discount to the 30-day VWAP. Following this and the ESOF.ai acquisition, Kaltura forecasts closing the year with approximately $60 million in gross cash and $30 million in net cash.
- For Q4 2025, Kaltura expects total revenue between $45 million and $45.7 million and adjusted EBITDA between $4.2 million and $5.2 million. The company also raised its full-year 2025 adjusted EBITDA guidance for the third time to between $16.6 million and $17.6 million.
Nov 10, 2025, 10:00 PM
Kaltura Reports Strong Q3 2025 Results, Announces ESOF.ai Acquisition and Share Repurchase
KLTR
Earnings
M&A
Share Buyback
- Kaltura reported strong Q3 2025 financial results, including $43.9 million in total revenue, a record $4.2 million in adjusted EBITDA, and $2 million in non-GAAP net profit, with $9.3 million in cash flow from operations. The company forecasts a sequential increase in total revenue and another record adjusted EBITDA for Q4 2025, aiming for double-digit revenue growth and a rule of 30 combination by 2028 or sooner.
- The company signed a definitive agreement on November 5th to acquire ESOF.ai for approximately $27 million, expected to close in Q4 2025, to accelerate its transformation into a rich media-powered, AI-infused customer and employee experience (CX&EX) company.
- Kaltura repurchased 14.4 million shares (9.2% of outstanding shares) from Goldman Sachs for $16.6 million on November 7th, at a 25% discount to the 30-day VWAP, which is expected to result in a 6.2% antedilutive accretive effect on the outstanding share base when combined with the ESOF acquisition.
Nov 10, 2025, 10:00 PM
Quarterly earnings call transcripts for KALTURA.
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