Kaltura, Inc. (KLTR)

Kaltura's stock price has experienced several notable events over the past six months. As of November 27, 2025, the stock was trading at $1.43, a 35.0% decrease since the beginning of 2025. In Q3 2025, Kaltura reported EPS of $0.01, surpassing estimates, and achieved a record adjusted EBITDA of $4.2 million, raising its full-year EBITDA guidance. Kaltura signed an agreement to acquire eSelf.ai to enhance its AI capabilities. CFO John Doherty announced his resignation effective December 5, 2025, and engaged in multiple stock sales. Director Eyal Manor also sold shares under a pre-arranged trading plan. In Q2 2025, the company reported a 1% YoY increase in total revenue and a 3% YoY increase in subscription revenue, with an adjusted EBITDA of $4.1 million and a net dollar retention rate of 101%.

Information explicitly detailing the demand seasonality for Kaltura, Inc.'s products and services was not found. A "KLTR Seasonality Analysis" related to the stock price indicates a 40% probability of a positive return in November and 75% in January, but this does not reflect the seasonality of product or service demand.

Kaltura, Inc., established in 2006 and based in New York, operates in the Video SaaS sector, providing cloud-based video technology solutions. The company's core offerings are built around its online video platform, which includes video management, creation, editing, publishing, and analytics tools. Kaltura's AI Video Experience Cloud includes Video Portals, LMS and CMS Video Extensions, Virtual Events and Webinars platforms, Virtual Classrooms, and TV Streaming Applications. The company has been integrating generative AI capabilities, launching "Kaltura Genies" to enhance content and create personalized learning experiences. Kaltura primarily generates revenue through subscription-based models.

Kaltura has a global presence, serving over 1,300 customers in more than 100 countries. In 2024, the Americas and EMEA regions were significant revenue contributors, accounting for 53% and 38% of its revenue, respectively. The company maintains offices in Israel, Singapore, the United Kingdom, and the United States.

Kaltura's brand reputation has seen advancements in AI and positive industry recognition, alongside limited brand recognition in certain areas. Kaltura was recognized for its market leadership in enterprise video by Frost & Sullivan and named a Leader in the IDC MarketScape Worldwide AI-Enabled Enterprise Video Platform 2025 Assessment. The company launched "Kaltura Genies" and acquired eSelf.ai to enhance its AI capabilities, and launched an AI Accessibility Agent for educational institutions. However, a SWOT analysis from January 2025 identified "Limited Brand Recognition" as a weakness.

Kaltura's ownership is a mix of institutional and individual investors. Institutional owners hold approximately 30.79% to 40.41% of total shares outstanding, with major shareholders including Goldman Sachs Group Inc., Avalon Ventures Management, LLC, and BlackRock, Inc. Individual insider ownership stands at approximately 13.4% to 18.62% of the company's stock, with CEO Ron Yekutiel holding 6.7% of the total shares outstanding.