Kaltura, Inc.

NasdaqGS:KLTR Stok Raporu

Piyasa değeri: US$205.3m

Kaltura Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Kaltura yıllık ortalama 26.7% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 21.9% annual. Gelirler yılda ortalama 5.3% oranında büyüyor .

Anahtar bilgiler

26.69%

Kazanç büyüme oranı

62.39%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı5.25%
Özkaynak getirisi-190.65%
Net Marj-6.68%
Sonraki Kazanç Güncellemesi11 May 2026

Yakın geçmiş performans güncellemeleri

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
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Analiz 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Kaltura nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:KLTR Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: KLTR şu anda kârlı değil.

Büyüyen Kar Marjı: KLTR şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: KLTR kârlı değildir, ancak son 5 yılda zararlarını yılda 26.7% oranında azaltmıştır.

Büyüme Hızlandırma: KLTR 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: KLTR kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 13% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: KLTR hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -190.65% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 21:17
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Kaltura, Inc. 4 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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