Kaltura, Inc.

NasdaqGS:KLTR Aktierapport

Börsvärde: US$218.0m

Kaltura Tidigare resultatutveckling

Tidigare kriterier kontrolleras 0/6

Kaltura har ökat intäkterna med en genomsnittlig årlig takt på 30%, medan Software -branschen såg intäkterna växande på 22.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 3.9% per år.

Viktig information

30.02%

Tillväxttakt i vinsten

63.12%

Tillväxttakt för EPS

Software Tillväxt i branschen17.33%
Intäkternas tillväxttakt3.91%
Avkastning på eget kapital-317.01%
Nettomarginal-8.25%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Analysartikel 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...
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Fördelning av intäkter och kostnader

Hur Kaltura tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGS:KLTR Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 26178-158645
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

Kvalitetsintäkter: KLTR är för närvarande olönsam.

Växande vinstmarginal: KLTR är för närvarande olönsam.


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: KLTR är olönsam, men har minskat förlusterna under de senaste 5 åren med en hastighet av 30% per år.

Accelererande tillväxt: Det går inte att jämföra KLTR s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt

Resultat vs industri: KLTR är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Software branschen ( 11.7% ).


Avkastning på eget kapital

Hög ROE: KLTR har en negativ avkastning på eget kapital ( -317.01% ), eftersom det för närvarande är olönsamt.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 04:54
Aktiekurs vid dagens slut2026/05/26 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Kaltura, Inc. bevakas av 4 analytiker. 2 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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