Kaltura Management
Management criteria checks 1/4
Kaltura's CEO is Ron Yekutiel, appointed in Oct 2006, has a tenure of 19.58 years. total yearly compensation is $5.23M, comprised of 8.9% salary and 91.1% bonuses, including company stock and options. directly owns 10.15% of the company’s shares, worth $20.83M. The average tenure of the management team and the board of directors is 1.3 years and 4.8 years respectively.
Key information
Ron Yekutiel
Chief executive officer
US$5.2m
Total compensation
| CEO salary percentage | 8.86% |
| CEO tenure | 19.6yrs |
| CEO ownership | 10.1% |
| Management average tenure | 1.3yrs |
| Board average tenure | 4.8yrs |
Recent management updates
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
Narrative Update • 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).Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...
New Narrative • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | -US$12m |
| Sep 30 2025 | n/a | n/a | -US$18m |
| Jun 30 2025 | n/a | n/a | -US$19m |
| Mar 31 2025 | n/a | n/a | -US$21m |
| Dec 31 2024 | US$5m | US$464k | -US$31m |
| Sep 30 2024 | n/a | n/a | -US$37m |
| Jun 30 2024 | n/a | n/a | -US$44m |
| Mar 31 2024 | n/a | n/a | -US$45m |
| Dec 31 2023 | US$4m | US$434k | -US$46m |
| Sep 30 2023 | n/a | n/a | -US$49m |
| Jun 30 2023 | n/a | n/a | -US$58m |
| Mar 31 2023 | n/a | n/a | -US$64m |
| Dec 31 2022 | US$2m | US$449k | -US$68m |
| Sep 30 2022 | n/a | n/a | -US$70m |
| Jun 30 2022 | n/a | n/a | -US$77m |
| Mar 31 2022 | n/a | n/a | -US$66m |
| Dec 31 2021 | US$4m | US$455k | -US$68m |
| Sep 30 2021 | n/a | n/a | -US$91m |
| Jun 30 2021 | n/a | n/a | -US$74m |
| Mar 31 2021 | n/a | n/a | -US$82m |
| Dec 31 2020 | US$22m | US$390k | -US$71m |
Compensation vs Market: Ron's total compensation ($USD5.23M) is above average for companies of similar size in the US market ($USD1.59M).
Compensation vs Earnings: Ron's compensation has increased whilst the company is unprofitable.
CEO
Ron Yekutiel (52 yo)
19.6yrs
Tenure
US$5,232,055
Compensation
Mr. Ron Yekutiel Co-Founder of Kaltura Inc. in 2006 and serves as its Chief Executive Officer and Chairman since October 2006 and serves as its President since January 15, 2024. Mr. Yekutiel co-founded Vis...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 19.6yrs | US$5.23m | 10.15% $ 20.8m | |
| Co-Founder & Director | 20.3yrs | US$210.00k | 0.91% $ 1.9m | |
| Chief Product | 1.8yrs | US$1.83m | 1.55% $ 3.2m | |
| Chief Customer & Commercial Officer | no data | US$1.83m | 0.95% $ 2.0m | |
| EVP of FP&A and Interim Principal Financial Officer | less than a year | no data | 0.22% $ 441.5k | |
| Executive VP of Finance & Interim Principal Accounting Officer | less than a year | no data | 0.43% $ 885.6k | |
| Chief Technology Officer | 1.3yrs | no data | no data | |
| Executive VP | 3.4yrs | no data | no data | |
| Chief Strategy & Corporate Development Officer | 1.3yrs | no data | no data | |
| Chief Human Resources Officer | no data | no data | no data | |
| Chief of Staff | no data | no data | no data | |
| Chief Business Development & AI Officer | 1.3yrs | no data | no data |
1.3yrs
Average Tenure
52yo
Average Age
Experienced Management: KLTR's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 19.6yrs | US$5.23m | 10.15% $ 20.8m | |
| Co-Founder & Director | 19.6yrs | US$210.00k | 0.91% $ 1.9m | |
| Independent Director | 19.3yrs | US$224.00k | 0.27% $ 555.9k | |
| Independent Director | 3.3yrs | US$210.00k | 0.17% $ 350.2k | |
| Independent Director | less than a year | no data | 0.0054% $ 11.1k | |
| Independent Lead Director | 4.8yrs | US$243.00k | 0.24% $ 500.7k | |
| Independent Director | 4.8yrs | US$230.00k | 0.14% $ 285.3k |
4.8yrs
Average Tenure
53yo
Average Age
Experienced Board: KLTR's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 09:20 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Kaltura, Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Funk | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Thomas Blakey | KeyBanc Capital Markets Inc. |