Kaltura Résultats passés
Passé contrôle des critères 0/6
Kaltura a connu une croissance annuelle moyenne de ses bénéfices de 30%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.9% par an.
Informations clés
30.02%
Taux de croissance des bénéfices
63.12%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 3.91% |
| Rendement des fonds propres | -317.01% |
| Marge nette | -8.25% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jun 17
KLTR: AI Agent Platform Expansion Will Support Future Stock Repricing Potential
Analysts have maintained their $3.00 price target on Kaltura, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that support this unchanged outlook. What’s in the News Kaltura issued earnings guidance for the second quarter and full year 2026, indicating expected total revenue in a range of US$45.2 million to US$46.0 million for the quarter and US$182.6 million to US$184.8 million for the year.
Mise à jour du récit • Jun 02
KLTR: Expanded AI Offerings And Guidance Will Drive Future Bullish Repricing
Analysts have reaffirmed their Kaltura price target at $3.50, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions while keeping the headline target level unchanged. What's in the News Kaltura issued earnings guidance for the first quarter of fiscal 2026, with expected subscription revenue of US$41.2 million to US$42.0 million and total revenue of US$42.6 million to US$43.4 million, and for the full year with subscription revenue of US$172.5 million to US$175.5 million and total revenue of US$181.2 million to US$184.2 million.Article d’analyse • May 14
US$3.50 - That's What Analysts Think Kaltura, Inc. (NASDAQ:KLTR) Is Worth After These Results
It's been a good week for Kaltura, Inc. ( NASDAQ:KLTR ) shareholders, because the company has just released its latest...Mise à jour du récit • May 11
KLTR: Expanding AI Agent Capabilities Will Support Future Bullish Repricing
Analysts have adjusted their price targets for Kaltura to reflect updated assumptions around a discount rate, a profit margin of 11.95%, and a future P/E of 25.86x. Together, these factors feed into a refreshed fair value estimate of $3.50 per share.Seeking Alpha • Apr 23
Kaltura: Disappointing Trends And Over-Reliance On M&A (Downgrade)
Summary Kaltura has suffered significant declines, down ~20% YTD and ~40% over the past year amid industry-wide SaaS weakness. I now rate KLTR as "Neutral," given deteriorating growth trends and the emergence of better value opportunities among higher-quality software peers. KLTR benefits from secular video content tailwinds and has improved adjusted EBITDA margins, aiming for double-digit revenue growth and Rule of 30 by FY28. Despite operational improvements, KLTR's risks and lack of unique value now balance its bull and bear cases, warranting a more cautious stance. Read the full article on Seeking AlphaMise à jour du récit • Apr 23
KLTR: Agentic Video Integrations And Stable Fair Value Will Support Bullish Repricing
Analysts have slightly adjusted their price target on Kaltura to reflect updated assumptions around the discount rate, long term revenue growth, profit margins, and future P/E, keeping the target broadly in line with the prior fair value at $3.50. What's in the News Kaltura introduced native integrations with Adobe Experience Manager, WordPress, and Drupal, allowing customers to embed its video intelligence, agentic experiences, and analytics directly into existing sites without custom builds or migrations (Client Announcements).Mise à jour du récit • Apr 09
KLTR: AI Avatar Platform And Stable Fair Value Will Drive Bullish Repricing
Analysts have adjusted their price target for Kaltura to reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains at $3.50.Mise à jour du récit • Mar 24
KLTR: AI Video Tools And Guidance Will Support Repricing Potential
Analysts have reset their Kaltura price target to $3.00, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. These factors together point to a revised risk and return profile for the stock.Mise à jour du récit • Mar 09
KLTR: Stable Fair Value And Higher Margins Will Support Bullish Repricing
Analysts have modestly adjusted their price targets on Kaltura, reflecting updated assumptions around the company’s discount rate, profit margin of 11.73%, and forward P/E of 32.92, while keeping fair value steady at $3.50. Valuation Changes Fair Value: Held steady at $3.50, with no change between the prior and updated estimates.Mise à jour du récit • Feb 22
KLTR: CFO Transition And Long Term Margin Outlook Will Support Bullish Repricing
Analysts have maintained their price target on Kaltura at $3.50, reflecting updated views on discount rates, profit margins, and future P/E assumptions while keeping their fair value estimate unchanged. What's in the News Kaltura announced that its Chief Financial Officer, John Doherty, notified the company on September 30, 2025 of his intention to resign effective December 5, 2025 (company filing).Mise à jour du récit • Feb 08
KLTR: Higher Future P/E And Guidance Are Expected To Drive Repricing
Analysts have lifted their price target on Kaltura from US$2.25 to US$3.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as key drivers of the change. What's in the News Kaltura issued earnings guidance for Q4 2025, with subscription revenue expected between US$41.6 million and US$42.3 million, and total revenue between US$45.0 million and US$45.7 million (company guidance).Mise à jour du récit • Jan 25
KLTR: Q4 2025 Guidance And Margin Outlook Will Support Bullish Repricing
Analysts have raised their price target on Kaltura to reflect slightly lower discount rate assumptions, a modestly more favorable profit margin outlook, and a marginally lower future P/E multiple, which together suggest a risk and valuation profile that they view as more supportive than before. What's in the News Kaltura provided earnings guidance for the fourth quarter of 2025, with expected subscription revenue between US$41.6 million and US$42.3 million, and total revenue between US$45.0 million and US$45.7 million (Company guidance).Mise à jour du récit • Jan 11
KLTR: Buyback Progress And Q4 Guidance Will Support Bullish Repricing
Analysts raised their price target on Kaltura to US$3.50 from US$3.38, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Chief Financial Officer John Doherty informed Kaltura of his intention to resign effective December 5, 2025, and the company has engaged an external search firm to identify a permanent successor (company filing).Mise à jour du récit • Dec 14
KLTR: Higher Future Earnings Multiple Is Expected To Drive Bullish Repricing
Analysts have raised their price target on Kaltura from approximately 1.50 dollars to 2.25 dollars, citing a modestly lower discount rate and higher projected future earnings multiples, despite slightly tempered expectations for revenue growth and profit margins. What's in the News Chief Financial Officer John Doherty will step down effective December 5, 2025, and remain as an advisor through March 31, 2026 to support a smooth transition (company filing).Article d’analyse • Dec 04
Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price
With a price-to-sales (or "P/S") ratio of 1.4x Kaltura, Inc. ( NASDAQ:KLTR ) may be sending very bullish signals at the...Mise à jour du récit • Oct 17
AI Video Solutions Will Capture Premium Enterprise Markets
Analysts have maintained their price target for Kaltura at $3.38, citing stable revenue growth as well as slight improvements in profit margin and discount rate as reasons for this consistent valuation. What's in the News Chief Financial Officer John Doherty will step down effective December 5, 2025, to take a new CFO position at a public medical technology company.Mise à jour du récit • Oct 03
AI Video Solutions Will Capture Premium Enterprise Markets
Analysts have raised their price target for Kaltura from $3.13 to $3.38. This change is attributed to improved revenue growth forecasts and a modestly higher discount rate, despite a slight downward revision in expected profit margins.Article d’analyse • Aug 22
Little Excitement Around Kaltura, Inc.'s (NASDAQ:KLTR) Revenues As Shares Take 27% Pounding
Unfortunately for some shareholders, the Kaltura, Inc. ( NASDAQ:KLTR ) share price has dived 27% in the last thirty...Article d’analyse • Jul 12
Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Nouveau récit • Mar 30
AI Capabilities And Sales Efforts Will Expand Markets
Expanding AI capabilities and upselling to existing customers aims to drive significant revenue and ARPU growth.Seeking Alpha • Mar 11
Kaltura: No Recovery In Sight Just Yet
Summary Kaltura (KLTR) has struggled post-IPO, with stock down over 83% since 2021, and currently trading at $1.96 per share. KLTR's fundamentals are weak, with low single-digit revenue growth and double-digit net loss margins, despite improved operating cash flow and liquidity. The company's focus on AI capabilities and existing customer base shows potential, but the impact remains uncertain, leading to a neutral rating. My FY 2025 target price of $1.99 per share suggests sideways price action, indicating an unattractive risk-reward profile for KLTR. Read the full article on Seeking AlphaArticle d’analyse • Feb 09
Kaltura, Inc. (NASDAQ:KLTR) Held Back By Insufficient Growth Even After Shares Climb 33%
The Kaltura, Inc. ( NASDAQ:KLTR ) share price has done very well over the last month, posting an excellent gain of 33...Article d’analyse • Feb 02
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 20
Kaltura Improves Operating Efficiencies But Revenue Growth Lags
Summary Kaltura reported Q3 2024 earnings, beating revenue and earnings estimates, but forward topline revenue growth expectations remain low. The enterprise video applications market is projected to grow at a CAGR of 8.6% from 2025 to 2029, driven by employee training, personalized customer engagement, and AI integration. KLTR has improved operating leverage and gross profit margins through cost-efficiency efforts, but revenue growth remains anemic due to customer downsells. Despite improved operating performance, KLTR's modest revenue growth guidance for 2025 means my outlook is a hold. Read the full article on Seeking AlphaArticle d’analyse • Nov 07
Kaltura, Inc.'s (NASDAQ:KLTR) Price Is Right But Growth Is Lacking After Shares Rocket 34%
Kaltura, Inc. ( NASDAQ:KLTR ) shares have continued their recent momentum with a 34% gain in the last month alone. The...Article d’analyse • Aug 30
Is Kaltura (NASDAQ:KLTR) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jul 17
Kaltura: Still Struggling On Most Fronts, I'm Downgrading To Strong Sell
Summary Kaltura's performance as a public company has not improved, with minimal revenue growth and continued operating losses. The company has been raising equity capital and issuing debt to maintain its cash position, but the general financial trend is downward. Despite attractive valuations, KLTR stock is not a good investment, leading to my Strong Sell downgrade ahead of Q2 earnings. Read the full article on Seeking AlphaArticle d’analyse • Jun 07
The Market Doesn't Like What It Sees From Kaltura, Inc.'s (NASDAQ:KLTR) Revenues Yet As Shares Tumble 34%
Kaltura, Inc. ( NASDAQ:KLTR ) shareholders that were waiting for something to happen have been dealt a blow with a 34...Article d’analyse • Jun 01
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Kaltura gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 178 | -15 | 86 | 45 |
| 31 Dec 25 | 181 | -12 | 85 | 46 |
| 30 Sep 25 | 181 | -18 | 86 | 48 |
| 30 Jun 25 | 181 | -19 | 88 | 49 |
| 31 Mar 25 | 181 | -21 | 91 | 50 |
| 31 Dec 24 | 179 | -31 | 92 | 49 |
| 30 Sep 24 | 178 | -37 | 95 | 49 |
| 30 Jun 24 | 177 | -44 | 97 | 49 |
| 31 Mar 24 | 177 | -45 | 97 | 50 |
| 31 Dec 23 | 175 | -46 | 98 | 52 |
| 30 Sep 23 | 175 | -49 | 97 | 54 |
| 30 Jun 23 | 172 | -58 | 100 | 55 |
| 31 Mar 23 | 170 | -64 | 103 | 57 |
| 31 Dec 22 | 169 | -68 | 105 | 57 |
| 30 Sep 22 | 167 | -70 | 106 | 57 |
| 30 Jun 22 | 169 | -77 | 101 | 55 |
| 31 Mar 22 | 169 | -66 | 93 | 52 |
| 31 Dec 21 | 165 | -68 | 85 | 48 |
| 30 Sep 21 | 157 | -91 | 73 | 44 |
| 30 Jun 21 | 145 | -74 | 63 | 39 |
| 31 Mar 21 | 132 | -82 | 53 | 34 |
| 31 Dec 20 | 120 | -71 | 48 | 30 |
| 31 Dec 19 | 97 | -25 | 40 | 24 |
Des revenus de qualité: KLTR n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: KLTR n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: KLTR n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 30% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de KLTR au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: KLTR n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 14.2% ).
Rendement des fonds propres
ROE élevé: KLTR a un retour sur capitaux propres négatif ( -317.01% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/18 02:43 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Kaltura, Inc. est couverte par 4 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Funk | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Thomas Blakey | KeyBanc Capital Markets Inc. |