Kaltura Inc Q4 adjusted profit rises sharply, driven by new bookings

Kaltura

16/03/2026 20:31

Overview

Digital experience platform's Q4 revenue nearly flat yr/yr, slightly above company guidance midpoint

Adjusted net income and adjusted operating income rose sharply from prior year

Company closed eSelf.ai acquisition in Q4

Co to buy PathFactory to expand AI capabilities

Outlook

Kaltura sees Q1 2026 total revenue between $42.6 mln and $43.4 mln

Company expects full-year 2026 total revenue between $181.2 mln and $184.2 mln

Result Drivers

NEW BOOKINGS AND RETENTION - Co said Q4 saw highest level of new bookings in 2025 and highest gross retention, with notable AI-related deals across multiple industries

SEGMENT PERFORMANCE - Enterprise, Education and Technology revenue rose 4% yr/yr, while Media & Telecom revenue declined 12% due to churn

Company press release: ID:nGNX9mdVHc

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$45.5 mln
$45.35 mln (2 Analysts)
Q4 Adjusted Net Income
Beat
$5.2 mln
$50,000 (2 Analysts)
Q4 Net Income
-$600,000
Q4 Adjusted Operating Income
Beat
$5.2 mln
$3.55 mln (2 Analysts)
Q4 Adjusted Gross Margin
73%
Q4 Operating Income
$900,000


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Kaltura Inc is $3.50, about 159.3% above its March 13 closing price of $1.35

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 30 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)