Kaltura, Inc.

Report azionario NasdaqGS:KLTR

Capitalizzazione di mercato: US$205.3m

Kaltura Performance degli utili passati

Criteri Il passato verificati 0/6

Kaltura ha registrato una crescita degli utili a un tasso medio annuo di 26.7%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 21.9%. I ricavi sono stati in crescita a un tasso medio annuo di 5.3%.

Informazioni chiave

26.69%

Tasso di crescita degli utili

62.39%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi5.25%
Rendimento del capitale proprio-190.65%
Margine netto-6.68%
Prossimo aggiornamento sugli utili11 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

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 Alpha
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Apr 16

Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price

Kaltura, Inc.'s ( NASDAQ:KLTR ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right now...
Articolo di analisi Feb 14

Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 12

Kaltura: Sell - Not The Bargain It Seems To Be

Summary Kaltura, a cloud-based video services provider, is a Sell due to its unprofitability and lack of any meaningful operating leverage. The company has experienced steady revenue growth but has remained unprofitable for a significant period of time. Cost-cutting measures have impacted revenue growth, and the company's outlook suggests further slowdowns in growth. Read the full article on Seeking Alpha
Articolo di analisi Jan 04

Kaltura, Inc.'s (NASDAQ:KLTR) Prospects Need A Boost To Lift Shares

You may think that with a price-to-sales (or "P/S") ratio of 1.4x Kaltura, Inc. ( NASDAQ:KLTR ) is definitely a stock...

Ripartizione dei ricavi e delle spese

Come Kaltura guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:KLTR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 25181-128546
30 Sep 25181-188648
30 Jun 25181-198849
31 Mar 25181-219150
31 Dec 24179-319249
30 Sep 24178-379549
30 Jun 24177-449749
31 Mar 24177-459750
31 Dec 23175-469852
30 Sep 23175-499754
30 Jun 23172-5810055
31 Mar 23170-6410357
31 Dec 22169-6810557
30 Sep 22167-7010657
30 Jun 22169-7710155
31 Mar 22169-669352
31 Dec 21165-688548
30 Sep 21157-917344
30 Jun 21145-746339
31 Mar 21132-825334
31 Dec 20120-714830
31 Dec 1997-254024

Guadagni di qualità: KLTR al momento non è redditizia.

Margine di profitto in crescita: KLTR al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: KLTR non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 26.7% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di KLTR nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: KLTR non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 13% ).


Rendimento del capitale proprio

ROE elevato: KLTR ha un Return on Equity negativo ( -190.65% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 16:18
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kaltura, Inc. è coperta da 4 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael FunkBofA Global Research
David HynesCanaccord Genuity
Thomas BlakeyKeyBanc Capital Markets Inc.