Video platform Kaltura's Q3 revenue beats estimates

Kaltura

10/11/2025 21:28

Overview

Kaltura Q3 revenue of $43.9 mln beats analysts' expectations

Adjusted net income for Q3 beats consensus

Company repurchased 14.4 mln shares from Goldman Sachs

Kaltura signs agreement to acquire eSelf.ai, enhancing AI capabilities

Outlook

Kaltura expects Q4 2025 total revenue between $45.0 mln and $45.7 mln

Company projects full-year 2025 adjusted EBITDA between $16.6 mln and $17.6 mln

Kaltura anticipates growth in new bookings in Q4 2025

Result Drivers

SHARE REPURCHASE - Kaltura repurchased 14.4 mln shares from Goldman Sachs, reducing outstanding shares

BUSINESS MOMENTUM - Closed 12 six-figure deals across diverse industries, indicating strong demand for Kaltura's offerings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$43.90 mln
$43.25 mln (3 Analysts)
Q3 Adjusted Net Income
Beat
$2 mln
-$850,000 (2 Analysts)
Q3 Net Income
-$2.60 mln
Q3 Adjusted Operating Income
Beat
$3.10 mln
$1.50 mln (2 Analysts)
Q3 Adjusted Gross Margin
70.00%
Q3 Operating Income
-$1.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "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 $3.00, about 51% above its November 7 closing price of $1.47

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nGNX6bGV1m

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