Kaltura, Inc. (KLTR)
NASDAQ:KLTR
Want to see KLTR full AI Analyst Report?
Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: management delivered better-than-expected operational results (beat guidance, positive Q1 operating cash flow, improved margins and higher adjusted EBITDA) and announced meaningful product and M&A milestones (GA launches, ISO AI certification, PathFactory close). However, revenue and ARR remain slightly down year-over-year, net dollar retention is below 100% driven by media & telecom churn, the M&T segment is materially weaker, and GAAP loss widened due to noncash and acquisition-related charges. Guidance was raised for the full year but growth rates are modest. Overall, the operational and strategic progress is encouraging, but underlying top-line and retention headwinds keep the tone balanced.Company Guidance
Beat Guidance Across Key Metrics
Total revenue of $44.6M exceeded the high end of guidance, subscription revenue of $43.2M also exceeded guidance, and adjusted EBITDA of $5.7M beat the high end of the guided range.
Improved Profitability and Margins
Adjusted EBITDA rose to $5.7M, up 37% year-over-year, and adjusted EBITDA margin improved to 13% (up 400 bps YoY). GAAP gross margin improved to 72% (up 200 bps YoY); subscription gross margin was 77% (flat YoY).
Positive Operating Cash Flow in Q1 (First Time)
Net cash from operating activities was positive $0.7M in Q1 versus $1.0M used in Q1 last year — the company reported its first-ever positive Q1 operating cash flow, aiding cash balance of $61.8M.
Product and AI Momentum
General availability of conversational Avatar technology and Avatar Video Production Studio (moved from beta to GA), expansion of Content Lab and Genie, and ISO/IEC 42001 certification for AI Management Systems achieved this quarter.
Strategic Acquisitions and Integration Progress
Completed PathFactory acquisition (closed April 1) and continued integration of eSelf.ai and PathFactory; management reports early joint go-to-market activity and encouraging early engagements.
Healthy Deal Quality and New Wins
New subscription bookings included 1 seven-digit deal, 14 six-digit deals and 3 new AI-related deals; new logos included a global CDN, a leading health system, 2 U.S. universities and a major APAC broadcaster.
Raised and Narrowed Full-Year Guidance
Management raised full-year guidance: subscription revenue growth now expected 1–3% to $174.5M–$176.7M, total revenue growth 1–2% to $182.6M–$184.8M, and adjusted EBITDA guided to $13.8M–$15.2M, reflecting increased confidence.
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 |
|---|---|---|---|
May 11, 2026 | $1.36 | $1.45 | +6.62% |
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% |
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, Inc. (KLTR) report earnings?
Kaltura, Inc. (KLTR) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Kaltura, Inc. (KLTR) earnings time?
Kaltura, Inc. (KLTR) earnings time is at Aug 06, 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 (Q2) is >-0.01.
