Kaltura (NASDAQ:KLTR – Get Free Report) posted its quarterly earnings data on Monday. The company reported $0.01 earnings per share for the quarter, FiscalAI reports. The firm had revenue of $44.63 million during the quarter, compared to analysts’ expectations of $43.00 million. Kaltura had a negative net margin of 6.68% and a negative return on equity of 21.39%.
Here are the key takeaways from Kaltura’s conference call:
- Beat guidance and delivered stronger profitability: Q1 revenue of $44.6M and adjusted EBITDA of $5.7M (up 37% YoY) exceeded the high end of guidance, and the company recorded positive operating cash flow for the first time in a Q1.
- Product and M&A expansion to build an AI-powered platform: Kaltura closed the PathFactory acquisition, launched eSelf-based avatar products (Avatar Video Production Studio GA, conversational avatars), and earned ISO/IEC 42001 AI certification, with management expecting new-product revenue to begin in H2 2026 and be more meaningful in 2027.
- Top-line and retention headwinds persist: Total revenue and ARR declined year-over-year, net dollar retention fell to 95% (from 107% a year ago) largely due to Media & Telecom churn, and M&T revenue was down 17%, with only modest full-year growth guidance for 2026.
- Early commercial traction shows a “few dozen” POCs across customer, employee, learner and audience journeys and a broader buyer base beyond IT, but sales cycles remain long and management expects most scale to occur later (H2 2026/2027), leaving near-term impact uncertain.
Kaltura Trading Down 1.4%
Shares of NASDAQ KLTR opened at $1.36 on Tuesday. The firm has a market capitalization of $204.51 million, a PE ratio of -17.00 and a beta of 1.11. Kaltura has a 1 year low of $1.06 and a 1 year high of $2.33. The firm’s 50-day moving average is $1.29 and its 200-day moving average is $1.45.
Wall Street Analyst Weigh In
Get Our Latest Stock Analysis on KLTR
Insider Buying and Selling at Kaltura
In other news, insider Eynav Azaria sold 32,003 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $1.46, for a total value of $46,724.38. Following the transaction, the insider owned 2,352,181 shares of the company’s stock, valued at approximately $3,434,184.26. This trade represents a 1.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ron Yekutiel acquired 44,100 shares of Kaltura stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average cost of $1.12 per share, for a total transaction of $49,392.00. Following the purchase, the chief executive officer directly owned 14,971,723 shares in the company, valued at $16,768,329.76. The trade was a 0.30% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 223,125 shares of company stock worth $266,523 and sold 326,075 shares worth $411,713. 13.50% of the stock is currently owned by insiders.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently bought and sold shares of KLTR. Tocqueville Asset Management L.P. boosted its stake in Kaltura by 69.5% during the 3rd quarter. Tocqueville Asset Management L.P. now owns 1,402,383 shares of the company’s stock worth $2,019,000 after acquiring an additional 575,000 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Kaltura by 63.3% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 917,078 shares of the company’s stock worth $1,843,000 after acquiring an additional 355,358 shares during the last quarter. Los Angeles Capital Management LLC boosted its stake in Kaltura by 355.7% during the 4th quarter. Los Angeles Capital Management LLC now owns 191,285 shares of the company’s stock worth $293,000 after acquiring an additional 149,310 shares during the last quarter. Squarepoint Ops LLC boosted its stake in Kaltura by 348.8% during the 3rd quarter. Squarepoint Ops LLC now owns 189,860 shares of the company’s stock worth $273,000 after acquiring an additional 147,559 shares during the last quarter. Finally, State Street Corp boosted its stake in Kaltura by 9.2% during the 4th quarter. State Street Corp now owns 1,598,453 shares of the company’s stock worth $2,621,000 after acquiring an additional 135,092 shares during the last quarter. Institutional investors own 30.79% of the company’s stock.
About Kaltura
Kaltura, Inc (NASDAQ: KLTR) is a leading provider of video technology solutions designed to empower organizations to create, manage, distribute and monetize video content at scale. The company’s cloud-native platform supports an array of use cases including enterprise communications, online learning, virtual events, media delivery and over-the-top (OTT) television services. By combining open-source roots with software-as-a-service (SaaS) flexibility, Kaltura offers organizations the ability to tailor their video workflows and integrate seamlessly with existing collaboration, learning management and content management systems.
Key offerings from Kaltura include a comprehensive video management system, live streaming and video conferencing capabilities, lecture capture for educational institutions, virtual events and webinars, and turnkey OTT solutions.
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