Kaltura, Inc. (KLTR)

Over the past six months, Kaltura's stock price has generally decreased, with a 52-week low of $1.06 and a high of $2.33. Key events include the Q4 2025 earnings report, which showed strong financial results but a decrease in subscription revenue and ARR. The company also announced the acquisition of PathFactory. The Q3 2025 earnings report showed revenue decrease but exceeded guidance, and the company agreed to acquire eSelf.ai. Insider trading activity shows slightly more sales than purchases, though a director purchased shares. Analyst sentiment is mixed, with some downgrades due to negative growth and others giving a 'Strong Buy' rating.

Specific seasonal patterns for Kaltura are not detailed, but there is ongoing demand for its offerings. The EE&T segment is a major revenue driver, with high demand for integrated video learning tools, which might see increased demand during academic cycles. Enterprise solutions likely have consistent demand, while the Media & Telecom segment may be more susceptible to broader market shifts. Kaltura anticipates similar seasonal negative cash flow in Q1 2026 as in the previous year.

Kaltura, Inc., founded in 2006 and based in New York, operates as an AI Video Experience Cloud, providing cloud-native video technology solutions. Its product suite supports various markets, including enterprise communications, online learning, virtual events, media delivery, and OTT services. Kaltura focuses on AI-driven capabilities, operating through two main segments: Enterprise, Education, and Technology (EE&T), and Media and Telecom (M&T).

Kaltura has a global presence with customers across North America, Europe, Latin America, Asia Pacific, and the Middle East. The company's headquarters are in New York City, with R&D centers in Israel, and the majority of its revenue is earned from the United States.

Kaltura has worked to enhance its brand reputation through AI focus and strategic partnerships. It was included in the 2026 WealthTech100 list and achieved ISO/IEC 42001 Compliance Certification. A partnership with Cornerstone was announced to deliver integrated AI-powered digital learning experiences. Kaltura has highlighted its AI-driven capabilities, including Agentic Avatars and an AI-powered Media Publishing Agent, and was included in Frost & Sullivan's Global Enterprise Video Platform Market Radar 2025.

Kaltura's ownership is diversified, with institutional investors holding about 60% of shares, individual investors about 30%, and insiders the remaining 10%. Major institutional shareholders include Goldman Sachs Group Inc., Avalon Ventures Management, LLC, and BlackRock, Inc. Key individual owners and insiders include Narendra Gupta and Ron Yekutiel.