KLTR · NASDAQ · Software - Application

Kaltura

Delivers cloud video experiences for work, learning, and media services.

$1.60
After-hours close0.00 (0.00%)
At close$1.60(−0.00%)
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Profile

Kaltura, Inc.KLTRInformation Technology

Provides live, real-time, and on-demand video products through SaaS and PaaS offerings. Two segments—Enterprise, Education and Technology and Media & Telecom—separate non-entertainment from entertainment and monetization use cases.

Provides live, real-time, and on-demand video experiences through SaaS products, solutions, and a PaaS. Its Video Experience Cloud supports marketing, sales, customer success, teaching, learning, training, communication, and collaboration.

Enterprise, Education and Technology serves non-entertainment use cases, while Media & Telecom addresses entertainment and monetization use cases. Cloud TV grew from Tvinci's OTT and IPTV software, and real-time engagement capabilities followed the Newrow acquisition.

The founder-led company serves technology, education, regulated-industry, professional-services, media, and telecom organizations across 20 countries. Its market is highly competitive and fast-changing, and the annual report discloses concentration in a Media & Telecom customer.

Company facts

CEORon Yekutiel
ListedJul 21, 2021
ExchangeNASDAQ
HeadquartersNew York, NY
CountryUnited States
Employees494
CIK0001432133
ISINUS4834671061

Key statistics

Market cap$240.6M
EPS (ttm)−$0.0896
P/E (ttm)−17.86
ROE-164.7%
P/B139.56
P/S1.33
Dividend yield
Beta0.82vs XLK −0.33

Year to date +2.6% · Average volume (30d) 862.6K

Analysts

Price target, next 12 months$4.00+150.0%Median of 9 analysts · vs the Aug 28 close
ConsensusBuy4 of 9 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

No analyst notes in the last 24 months.

Earnings

EPS

Estimate−$0.01
ReportedDue Nov 9, 2026

Revenue

Estimate$46.2M
ReportedDue Nov 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26−$0.01$0.01+213.8%$45.6M$46.9M+2.8%+35.00%
May 11, 2026Q1 FY26$0.00$0.01$43.0M$44.6M+3.8%+6.62%
Mar 16, 2026Q4 FY25$0.00$0.03$45.3M$45.5M+0.5%−9.35%
Nov 10, 2025Q3 FY25$0.00$0.01$45.4M$43.9M−3.3%+25.17%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$47.0M$44.5M$43.9M$45.5M$44.6M$46.9M
Gross profit$32.7M$31.2M$30.7M$33.0M$31.9M$34.5M
Operating income−$1.6M−$2.8M−$700.0K$1.4M−$1.5M−$775.0K
Net income−$1.1M−$7.8M−$2.6M−$575.0K−$3.8M−$5.5M
Diluted EPS−$0.01−$0.05−$0.02−$0.00−$0.03−$0.04
Gross margin69.7%70.2%70.0%72.4%71.6%73.6%
Operating margin-3.4%-6.2%-1.6%3.1%-3.3%-1.7%

Fiscal years (4-quarter sums)FY21 $165.0M · FY22 $168.8M · FY23 $175.2M · FY24 $178.7M · FY25 $180.9M

Revenue by product · Q2 FY26

Subscription$45.6M · 95%
Professional Services$2.5M · 5%

Revenue by geography · FY25

United States$96.2M · 53%
EMEA$71.2M · 39%
Other Countries$13.4M · 7%

Balance sheet, Jun 30, 2026Cash & short-term investments $31.3M · Total debt $43.5M · Total assets $168.8M · Shareholders' equity $1.7M

Dividends

No dividends on record.

Ownership

Institutions 27.07%40.71M sharesInsiders 17.09%25.70M sharesOther 55.84%83.97M shares

Shares outstanding 150.37M · Float 85.56M · 56.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Ron Yekutiel · director, officer: Chief Executive Officer15.10M10.04%Form 4Mar 25, 2026
Sapphire Ventures, L.L.C.7.98M5.31%13FMay 12, 2026
BlackRock, Inc.5.38M3.58%13FMay 13, 2026
Vanguard Capital Management LLC3.74M2.49%13FMay 15, 2026
Gagnon Securities LLC3.28M2.18%13FApr 22, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 26, 2026Eyal Manordirector−21,638$1.53
Aug 5, 2026Natan Israeliofficer: Chief Customer Officer−259,322$1.87
Aug 5, 2026Eynav Azariaofficer: See Remarks−83,995$2.01
Aug 5, 2026Eyal Manordirector−138,143$1.92
Jul 27, 2026Natan Israeliofficer: Chief Customer Officer−100$1.50
View details

Peers

  • Microsoft

    Enterprise video management and webinar overlap through Stream and Teams

  • Amazon

    Cloud media workflows for live and on-demand video delivery

  • Zoom Communications

    Webinar, virtual-event, and on-demand video experience overlap

CompareAfter-hours close

CompanyPriceChange
Kaltura$1.600.00%$240.6M1.3+5.5%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Zoom Communications$98.29−0.11%$28.86B9.116.15.8+4.9%
Median21.426.25.8+17.8%