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Kaltura (KLTR)
NASDAQ:KLTR
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced outlook: the company reported strong profitability gains, improved margins, record adjusted EBITDA and non-GAAP profits, a solid cash position, notable product launches (agentic avatars, SDK, video studio beta), and strategic M&A (PathFactory) that could expand addressable market and cross-sell opportunities. Offsetting these positives are soft recurring revenue trends (ARR down 3% YoY, subscription down 2% in Q4), lower net dollar retention in the quarter (97% vs 103% a year ago), and continued weakness in the Media & Telecom segment with expected near-term declines. Management expects near-term pacing of revenue growth until new products and acquisitions scale (H2 2026+), and is guiding to steady adjusted EBITDA while investing for growth. Overall, positives and operational improvements are meaningful but are balanced by clear revenue and timing risks, leading to a neutral near-term sentiment.Company Guidance
Record Adjusted EBITDA and Profitability Run
Q4 adjusted EBITDA was a record $6.3M (tenth consecutive quarter of adjusted EBITDA profitability). Full-year 2025 adjusted EBITDA was $18.6M, a 150% year-over-year increase and materially above prior guidance (original guidance = 100% growth).
Revenue and Subscription Levels (Q4 / FY)
Q4 2025 total revenue was $45.5M and subscription revenue was $42.7M. Full-year 2025 total revenue was $180.9M (up 1% YoY) and subscription revenue was $171.9M (up 3% YoY).
Improved Margins and Gross Profit
GAAP gross profit in Q4 was $33.0M (up 7% sequentially, +2% YoY). Full-year GAAP gross profit was $127.7M (+7% YoY). Overall gross margin improved to 71% for FY 2025 from 67% in 2024; subscription gross margin improved to 77% from 75%.
Record Non-GAAP Net Profit and Improved GAAP Loss
Q4 non-GAAP net profit was a record $5.2M (or $0.03 per diluted share), improving $4.9M YoY. FY non-GAAP net profit was $11.5M (vs a non-GAAP net loss of $4.7M in 2024). GAAP net loss improved to $12.1M for 2025 from $31.3M in 2024 (a $19.2M improvement).
Strong Cash Position and Operating Cash Flow
Ended Q4 with $62.8M in cash and marketable securities. Net cash provided by operating activities was $3.6M in Q4 and $14.5M for FY 2025 (up from $12.2M in 2024).
Commercial Momentum and Deal Activity
Q4 new subscription bookings were the highest in 2025, including two seven-digit deals and fifteen six-digit deals across multiple industries. Also closed seven AI-related deals for Content Lab and Genie, indicating demand for automation/personalization.
Product and Technology Progress (AI / Avatars / SDK)
General availability announced for agentic avatars and Avatar SDK; beta launched for Avatar Video Creation Studio with planned GA in Q2. Integration of ESof completed and continuing enhancements to AI models and Genie integration; expectation to start recognizing revenue from these offerings in H2 2026.
Strategic Acquisition Announced (PathFactory)
Definitive agreement to acquire PathFactory for approximately $22.0M in cash. PathFactory is a revenue-generating business with a current annual revenue run rate in the teens of millions and serves over 100 enterprise customers (including NVIDIA, Cisco, Palo Alto Networks). Forrester recognized PathFactory as a leader in conversation automation.
Market Recognition and Positioning
Named by Frost & Sullivan in the 2025 Global Enterprise Video Platform Radar for advanced AI capabilities and early move into agentic AI; management argues AI is a structural tailwind that strengthens platform differentiation and cross-layer synergies.
KLTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KLTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 16, 2026 | $1.39 | $1.26 | -9.35% |
Nov 10, 2025 | $1.47 | $1.84 | +25.17% |
Aug 07, 2025 | $1.71 | $1.71 | 0.00% |
May 08, 2025 | $2.20 | $2.18 | -0.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kaltura (KLTR) report earnings?
Kaltura (KLTR) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Kaltura (KLTR) earnings time?
Kaltura (KLTR) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KLTR EPS forecast?
KLTR EPS forecast for the fiscal quarter 2026 (Q1) is <0.01.
