Kaltura, Inc. (KLTR) Q1 2026 Earnings Call Transcript
Kaltura NASDAQ: KLTR reported first-quarter 2026 results that exceeded its guidance for revenue and adjusted EBITDA, while also generating positive operating cash flow in a first quarter for the first time in the company's history, executives said on the company's earnings call.
Kaltura is a small-cap enterprise software company with strong fundamentals and attractive valuation, benefiting from secular video content tailwinds. KLTR's 95% subscription-based revenue and high gross margins position it for scalable growth, despite recent choppy execution and ARR declines. The company aims for double-digit growth and the Rule of 30 by FY28, leveraging its eSelf AI acquisition for innovative automated video solutions.
Kaltura, Inc. ( KLTR ) Q3 2025 Earnings Call November 10, 2025 5:00 PM EST Company Participants Ron Yekutiel - Co-Founder, Chairman, President & CEO John Doherty - Chief Financial Officer Conference Call Participants Erica Mannion - Sapphire Investor Relations, LLC John Jeffrey Hopson - Needham & Company, LLC, Research Division David Hynes - Canaccord Genuity Corp., Research Division Presentation Operator Good afternoon, everyone, and welcome to the Kaltura Third Quarter 2025 Earnings Call. All material contained in the webcast is the sole property and copyright of Kaltura with all rights reserved.
Kaltura, Inc. (NASDAQ:KLTR ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants John N. Doherty - Chief Financial Officer Ron Yekutiel - Co-Founder, Chairman, President & CEO Conference Call Participants David E.
Kaltura's Q1 2025 results beat estimates, showing improved operating leverage and near-breakeven earnings, but topline growth remains slow. The market has re-rated KLTR higher, yet its valuation still lags SaaS peers due to lower revenue growth and ongoing Media & Telecom churn. Kaltura's modular, customer-centric offerings and generative AI integration drive margin improvement, but can also create revenue volatility.
Kaltura, Inc. (NASDAQ:KLTR ) Q1 2025 Results Conference Call May 8, 2025 8:00 AM ET Company Participants Erica Mannion - IR Ron Yekutiel - Co-Founder, Chairman, President and CEO John Doherty - CFO Conference Call Participants Gabriela Borges - Goldman Sachs Ryan Koontz - Needham & Company Patrick Walravens - Citizens JMP Ronit Shah - Wells Fargo Operator Good morning, everyone, and welcome to the Kaltura First Quarter 2025 Earnings Call. All material contained in the webcast is the sole property and copyright of Kaltura, with all rights reserved.
Kaltura, Inc. (NASDAQ:KLTR ) Q4 2024 Earnings Conference Call February 20, 2024 8:00 AM ET Company Participants Erica Mannion - IR Ron Yekutiel - Co-Founder, Chairman, President and CEO John Doherty - CFO Conference Call Participants Richard Poland - Wells Fargo Gabriela Borges - Goldman Sachs Austin Cole - Citizens Matt Cavanagh - Needham & Company Operator Good morning everyone and welcome to the Kaltura Fourth Quarter and Full Year 2024 Conference Call. All material contained in the webcast is the sole property and copyright of Kaltura with all rights reserved.
Growth investors are always looking for the next big thing. These days, most of those ideas involve companies doing something new or interesting with artificial intelligence (AI).
Kaltura reported Q3 2024 earnings, beating revenue and earnings estimates, but forward topline revenue growth expectations remain low. The enterprise video applications market is projected to grow at a CAGR of 8.6% from 2025 to 2029, driven by employee training, personalized customer engagement, and AI integration. KLTR has improved operating leverage and gross profit margins through cost-efficiency efforts, but revenue growth remains anemic due to customer downsells.
Kaltura, Inc. (NASDAQ:KLTR ) Q3 2024 Earnings Conference Call November 6, 2024 8:00 AM ET Company Participants Erica Mannion - Investor Relations Ron Yekutiel - Co-Founder, Chairman, President and CEO John Doherty - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs DJ Hynes - Canaccord Genuity Ryan Koontz - Needham & Company Patrick Walravens - Citizens JMP Operator Greetings. And welcome to the Kaltura Third Quarter 2024 Conference Call.
Kaltura, Inc. (KLTR) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to loss of $0.02 per share a year ago.