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Kaltura (KLTR)
NASDAQ:KLTR
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -0.91%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
Kaltura's earnings call demonstrated strong revenue growth, improved profitability, and significant advancements in AI product development, which generated interest among a substantial portion of its customer base. However, the company faced typical seasonal declines in new subscription bookings and M&T segment churn, which impacted its gross retention. Despite these lowlights, the overall performance and future outlook remain positive.Company Guidance
During Kaltura's first quarter 2025 earnings call, the company reported a record total revenue of $47 million, marking a 5% year-over-year increase, with subscription revenue reaching $44.9 million, up 9% year-over-year. The company achieved a record ARR with a 7% increase year-over-year and a 12% year-over-year growth in RPO. The adjusted EBITDA for the quarter was a record $4.1 million, reflecting the seventh consecutive quarter of adjusted EBITDA profitability. Kaltura also noted a strong non-GAAP gross margin of 70%, up from 65% the previous year. While the company consumed $1 million in cash for operations, consistent with last year's first quarter, it maintained its cash flow forecast for the full year. The net dollar retention rate climbed to 107%, the highest since the first quarter of 2022, despite an expected temporary decline in M&T churn. Kaltura continues to invest in AI, enhancing its Genie agents and expanding its Content Lab offerings, with more than 150 customers showing interest in their AI beta program. The company also increased its adjusted EBITDA guidance for the year, aiming for double-digit revenue growth and a Rule of 30 by 2028.Record-Breaking Revenue and Subscription Growth
Total revenue for Q1 2025 was $47 million, up 5% year-over-year, with record subscription revenue of $44.9 million, up 9% year-over-year.
Strong Adjusted EBITDA and Gross Margin
Adjusted EBITDA reached a record $4.1 million, marking the seventh consecutive quarter of profitability. Non-GAAP gross margin increased to 70%, up from 65% the previous year.
AI Product Development and Adoption
Kaltura's AI products, including Genie agents and the Content Lab offerings, have sparked interest from over 150 customers, constituting roughly 20% of Kaltura's customer base.
Growing ARR and Net Dollar Retention
Annualized recurring revenue reached $174.8 million, up 7% year-over-year. Net dollar retention climbed to 107%, the highest level since Q1 2022.
Industry Recognition and Awards
Kaltura received the Product of the Year Award for streaming at the 2025 NAB Show for its TV Genie, and was recognized by Gartner as a representative vendor in their market guide.
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KLTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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KLTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $2.20 | $2.18 | -0.91% |
Feb 20, 2025 | $2.50 | $2.45 | -2.00% |
Nov 06, 2024 | $1.42 | $1.73 | +21.83% |
Aug 08, 2024 | $1.15 | $1.22 | +6.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Kaltura (KLTR) report earnings?
Kaltura (KLTR) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Kaltura (KLTR) earnings time?
Kaltura (KLTR) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KLTR EPS forecast?
KLTR EPS forecast for the fiscal quarter 2025 (Q2) is >-0.01.
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