Kaltura, Inc.

NasdaqGS:KLTR 주식 리포트

시가총액: US$205.3m

Kaltura 과거 순이익 실적

과거 기준 점검 0/6

Kaltura은 연평균 26.7%의 비율로 수입이 증가해 온 반면, Software 산업은 연평균 21.9%의 비율로 증가했습니다. 매출은 연평균 5.3%의 비율로 증가했습니다.

핵심 정보

26.69%

순이익 성장률

62.39%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률5.25%
자기자본이익률-190.65%
순이익률-6.68%
다음 순이익 업데이트11 May 2026

최근 과거 실적 업데이트

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
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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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새 내러티브 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...

매출 및 비용 세부 내역

Kaltura가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:KLTR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: KLTR 은(는) 현재 수익성이 없습니다.

이익 마진 증가: KLTR는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: KLTR는 수익성이 없지만 지난 5년 동안 연평균 26.7%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 KLTR의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: KLTR은 수익성이 없어 지난 해 수익 성장률을 Software 업계(13%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: KLTR는 현재 수익성이 없으므로 자본 수익률이 음수(-190.65%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 11:25
종가2026/05/08 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Kaltura, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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