Kaltura, Inc. (KLTR)

Over the past six months, Kaltura's stock price has experienced fluctuations, with a 52-week range between $1.06 and $2.33. In Q3 2025, Kaltura reported revenue of $43.9 million, a 1% decrease year-over-year, and a GAAP net loss of $2.6 million. In Q4 2025, total revenue was $45.5 million, and the company achieved a record Adjusted EBITDA of $6.3 million. In March 2026, Kaltura announced the acquisition of eSelf.ai and signed an agreement to acquire PathFactory for approximately $22 million in cash. CEO Ron Yekutiel made multiple stock purchases in March 2026. As of late March 2026, the stock has seen a decrease of 4.88% in the past month and a 41.79% decrease over the last 12 months.

Kaltura's financial outlook suggests some seasonal patterns, with Q1 typically being a period of lower cash generation. The company anticipates a "seasonal level of negative cash flow from operations similar to the first quarter of last year" for Q1 2026. Kaltura's Q1 2026 guidance includes an "Enterprise, Education & Technology (E&T) headwind tied to a large customer shifting priority and budget from conducting large virtual events to many smaller ones, which are planned to be conducted with us later in the year." The Media & Telecom (M&T) segment is expected to continue experiencing a year-over-year revenue decline in the "mid- to high teens%" in Q1 2026 due to elevated churn from the previous year. Management anticipates a gradual recovery for the M&T segment, with sequential growth expected to begin in 2027.

Kaltura, Inc., founded in 2006 and based in New York, is a global leader in video technology, operating as an AI Video Experience Cloud. The company focuses on delivering AI-infused, hyper-personalized video experiences to enhance customer and employee engagement across various sectors. Kaltura operates within the Software & Services sector, specifically in the Video SaaS industry, providing cloud-based digital experience platforms for video and rich media. Its major products and services include video portals, LMS and CMS video extensions, virtual events and webinars, virtual classrooms, TV streaming applications, and AI-powered "Genies". Kaltura's platform is built on an API-first, modular architecture, enabling flexible and customizable video content management, streaming, audience interaction, content discovery, and analytics.

Kaltura's corporate headquarters are in New York City, with R&D centers in Israel. The company has a global reach, serving customers across North America, Europe, Latin America, Asia Pacific, and the Middle East. As of 2025, its revenue distribution shows 56% from the Americas, 39% from EMEA, and 4% from APAC.

In the past year, Kaltura has maintained a positive brand reputation through industry recognition and strategic advancements in AI. Kaltura was recognized by Gartner in 2025 as a representative vendor in their Market Guides for both Video Platform Services and Meeting Solutions. Its "TV Genie" product received the Product of the Year award for Streaming at the 2025 NAB Show. Kaltura achieved ISO/IEC 42001 compliance certification, the global standard for secure and trustworthy AI. The company announced a partnership with Cornerstone OnDemand to deliver integrated AI-powered digital learning experiences.

Kaltura's ownership is diversified, with institutional investors holding approximately 60% of the company's shares, individual investors holding about 30%, and company insiders holding the remaining 10%. Major institutional shareholders include Goldman Sachs Group Inc., 406 Ventures Management, L.P., Nexus India Capital II LP, Sapphire Ventures, L.L.C., BlackRock, Inc., Vanguard Group Inc., and Russell Investments Group, Ltd. Notable individual insider owners include Ron Yekutiel (CEO), Narendra Gupta, Michal Tsur, and Eran Etam.