Kaltura, Inc., together with its subsidiaries, provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, ...
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Est. EPS $-0.01 · Revenue $46.15M · 2 analysts
Est. EPS $-0.01 · Revenue $46.39M · 2 analysts
Est. EPS $0.01 · Revenue $184.00M · 2 analysts
Est. EPS $0.00 · Revenue $46.74M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $180.9M | +1.2% | +5.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-12.1M | +61.4% | -47.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +70.6% | +5.9% | +2.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -4.3% | +68.2% | +50.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -6.7% | +61.9% | -40.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $13.9M | +18.5% | -652.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.7% | +17.1% | -625.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 731.7% | +256.7% | +168.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.72x | -40.0% | -30.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $164.7M | -9.2% | +5.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.08 vs 0.05 | -260.4% | -0.04 vs -0.01 | -298.6% |
| Revenue Surprise | $180.9M vs $180.6M | +0.1% | $46.9M vs $46.1M | +1.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Azaria Eynav | officer: See Remarks | Common Stock | D | 7,816 | $1.51 |
| Sep 1, 2026 | Azaria Eynav | officer: See Remarks | Common Stock | D | 4,328 | $1.54 |
| Aug 28, 2026 | Manor Eyal | director | Common Stock | D | 993 | $1.60 |
| Aug 27, 2026 | Manor Eyal | director | Common Stock | D | 20,795 | $1.58 |
| Aug 26, 2026 | Manor Eyal | director | Common Stock | D | 21,638 | $1.53 |
Operator: Good morning, everyone, and welcome to the Kaltura First Quarter 2026 Earnings Call. All material contained in the webcast is the sole property and copyright of Kaltura with all rights reserved. For opening remarks and introductions, I now turn the call over to Erica Mannion at Sapphire Investor Relations. Please go ahead, Erica. Erica Mannion: Thank you, operator, and good afternoon. I am joined by Ron Yekutiel, Kaltura's Co-Founder, Chairman, President and Chief Executive Officer; and Liron Sharon, Executive Vice President of FP&A and Interim Principal Financial Officer. Ron will begin with a summary of the results for the first quarter ended March 31, 2026, and provide a business update. Liron will then review the financial results for the first quarter of 2026 in greater detail, followed by the company's outlook for the second quarter and full year 2026. We will then open the call for questions. Please note that this call will include forward-looking statements within the meaning of the federal securities laws, including, but not limited to, statements regarding Kaltura's expected future financial results, management's expectations and plans for the business, including execution on our strategic transition and upcoming product launches, integration and expected benefits of our recent acquisitions, trends in customer engagement, anticipated headwinds and our expectations around capabilities and benefits of our products, including AI technologies. These statements are neither promises nor guarantees and involve risks and uncertainties that may cause actual results to differ materially from those discussed here. Important factors that could cause actual results to differ from forward-looking statements can be found in the Risk Factors section of Kaltura's annual report on Form 10-K for the fiscal year ended December 31, 2025, and other SEC filings. Any forward-looking statements made during this conference call, including responses to your questions, are based on current expectations as of today, and Kaltura assumes no obligation to update or revise them, whether as a result of new developments or otherwise, except as required by law. Please note, we will be discussing non-GAAP financial measures, adjusted EBITDA, adjusted EBITDA margin and non-GAAP gross margin during this call. For a reconciliation of these measures to the most directly comparable GAAP metric, please refer to our earnings release, which is available on our website at www.investors.kaltura.com. Now I'd like to turn the call over to Ron. Ron Yekutiel: Thank you, Erica, and thanks, everyone, for joining us today. We delivered a strong start to 2026, exceeding the high end of our guidance across revenue and adjusted EBITDA and generating for the first time in our history, positive cash flow from operations in a first quarter. Total revenue was $44.6 million, down 5% year-over-year. Subscription revenue was $43.2 million, down 4% year-over-year. Adjusted EBITDA was $5.7 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ron Yekutiel | Co-Founder, Chairman, President & Chief Executive Officer | USD 981,176 | Male | 1973 | Active |
Eynav Azaria | Chief Product, Engineering & Marketing Officer | USD 575,593 | Male | 1974 | Active |
Natan Israeli | Chief Customer & Commercial Officer | USD 573,994 | Male | 1972 | Active |
Shay David | Co-Founder & Director | USD 30,000 | — | 1973 | Active |
Sigal Srur | Chief Human Resources Officer | — | Female | — | Active |
Zvi Maayan | Executive Vice President, General Counsel & Secretary | — | Male | 1967 | Active |
Alan Bekker | Chief Technology Officer | — | — | — | Active |
Zohar Babin | Chief Strategy & Corporate Development Officer | — | Male | — | Active |
Claire Rotshten | Executive VP of Finance & Interim Principal Accounting Officer | — | Female | 1976 | Active |
Liron Sharon | EVP of FP&A and Interim Principal Financial Officer | — | Female | 1980 | Active |
Kaltura NASDAQ: KLTR outlined its effort to expand beyond video content management into what Chief Executive Officer Ron Yekutiel called “agentic digital experiences,” combining the company's video infrastructure with conversational AI, avatars, personalized content and interactive interfaces.
Kaltura, Inc. (NASDAQ: KLTR - Get Free Report) insider Natan Israeli sold 259,322 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $1.87, for a total value of $484,932.14. Following the transaction, the insider owned 1,809,537 shares of the company's stock, valued
Kaltura, Inc. (KLTR) Q2 2026 Earnings Call Transcript
Kaltura NASDAQ: KLTR reported second-quarter 2026 results above the high end of its guidance range, citing subscription revenue growth, record non-GAAP gross margin and growing early commercial activity for its artificial-intelligence products.
NEW YORK, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Kaltura, Inc. (Nasdaq: KLTR, “Kaltura” or the “Company”), the Agentic Digital Experience Company, today announced financial results for the second quarter ended June 30, 2026, as well as outlook for the third quarter and full year 2026. The Company's investor presentation for the quarter, which showcases its agentic avatar technology, is available at: https://q2-26-avatar.kaltura.com/ Total revenue for the second quarter was $46.9 million, with subscription revenue of $45.6 million.
