Kaltura (NASDAQ:KLTR) Issues Earnings Results, Beats Estimates By $0.03 EPS

Kaltura (NASDAQ:KLTR) announced its quarterly earnings data on Monday. The company reported $0.02 EPS for the quarter, beating the consensus estimate of ($0.01) by $0.03, FiscalAI reports. Kaltura had a negative net margin of 6.18% and a negative return on equity of 68.18%. The business had revenue of $47.27 million during the quarter, compared to the consensus estimate of $46.10 million.

Here are the key takeaways from Kaltura’s conference call:

• Kaltura reported record Q3 revenue of $47.3 million, up 8% year over year, and record subscription revenue of $45.9 million, up 9%. Adjusted EBITDA rose 45% to $6 million, and the company raised its full-year revenue and EBITDA guidance for the third time, now expecting EBITDA to exceed 2025’s $18.6 million.
• Commercial activity strengthened: new subscription bookings more than doubled sequentially, making Q3 the strongest bookings quarter since 2024, with three seven-figure deals. AI offerings featured in 15 transactions totaling about $3.8 million in contract value, while the AI-related pipeline’s assigned potential ACV grew more than 40% to $24 million; management cautioned that these figures include broader deals and do not represent standalone AI bookings.
• Gross churn increased in Q3 due to legacy contracts, and management expects some near-term pressure to continue in Q4. Net dollar retention improved to 97%, and the company expects full-year gross retention to improve versus 2025, but the churn remains a near-term headwind.
• Growth remains uneven: EE&T subscription revenue increased 15% year over year, while M&T subscription revenue declined 7%. Q4 guidance implies slower growth than Q3, with total revenue growth of 1%–3% and subscription revenue growth of 4%–5%.

Kaltura Price Performance

Shares of Kaltura stock traded up $0.14 on Wednesday, hitting $1.53. 149,305 shares of the company’s stock traded hands, compared to its average volume of 495,207. Kaltura has a one year low of $1.05 and a one year high of $2.05. The company has a fifty day moving average of $1.41 and a two-hundred day moving average of $1.40. The company has a market capitalization of $234.16 million, a price-to-earnings ratio of -19.19 and a beta of 1.24.

Wall Street Analyst Weigh In

KLTR has been the subject of several recent analyst reports. Wall Street Zen downgraded Kaltura from a “buy” rating to a “hold” rating in a research report on Sunday. Weiss Ratings reissued a “sell (e+)” rating on shares of Kaltura in a report on Friday, September 11th. One analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $3.00.

Insiders Place Their Bets

In other Kaltura news, Director Eyal Manor sold 20,795 shares of Kaltura stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $1.58, for a total value of $32,856.10. Following the completion of the sale, the director directly owned 249,965 shares in the company, valued at approximately $394,944.70. The trade was a 7.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold 152,184 shares of company stock valued at $226,477 in the last ninety days. Insiders own 16.30% of the company’s stock.

Kaltura Company Profile

Kaltura, Inc. provides cloud-based video technology and software designed to help organizations create, manage, distribute and analyze video content. Its platform serves businesses, educational institutions, media companies and other organizations that use video for communications, collaboration, training, learning and audience engagement. The company’s offerings include video management and hosting, live and on-demand streaming, virtual events, webinars, video conferencing, virtual classrooms and interactive video experiences.