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KLKLTR

Kaltura, Inc.

$KLTR·$202M·Software - Application·Technology
$1.34-5.6%YTD-13.9%1Y-22.5%
Price updated 17h ago·X counts updated 6d ago
KLKLTR
$KLTRKaltura, Inc.
$1.34-5.63%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KLTR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 2Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KLTR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Kaltura was named Gartner's Company to Beat in AI-for-video — a real product-mix upgrade on a flat revenue tape.

Kaltura is an enterprise video platform vendor, and the current chapter is a product-and-recognition upgrade against a mostly flat revenue base. Gartner's August 2026 report named Kaltura the company to beat in AI-for-video, and enterprise deployments are starting to convert.

  • Revenue growth ran -1%, -0.1%, -5%, and +5% across four quarters, ending Q2 2026 at $47M — a flat-with-a-tick-up profile.
  • Gross margin held near 70-74% and operating margin swung between -3% and +3% — margin discipline is visible even without top-line acceleration.
  • Bouygues Telecom cloud TV, IBC 2026 AI showcase, and the Verimatrix security partnership signal real product traction; analyst consensus of $184M revenue in 2026 rising to $222M in 2028 pencils modest growth.

Watch the Nov 9 print for enterprise net-retention, AI-video product revenue mix, and any additional large-customer wins.

What to watch: Enterprise customer wins, AI-video product revenue disclosure, and net-retention trend.

On the calendar: 2026-11-09 Q3 earnings

no price datano sentiment

Read the AI verdict on $KLTR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

SaaS video platform powering enterprise learning management, media companies, and live event streaming for education and corporate clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $KLTR.

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $KLTR

Neutral — Kaltura's enterprise video SaaS for education and media companies serves a content distribution need; not positioned on the enterprise AI workflow automation upsell wave.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-38.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
25.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.01$-0.01+213.8%
Q1 2026May 11, 2026$0.01$0.00+1718.2%
Q4 2025Mar 16, 2026$0.03$-0.00+8671.4%
Q3 2025Nov 10, 2025$0.01$-0.00+1152.6%
Next earningsMon, Nov 9·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$46.9M+5.5%73.6%1.7%$-0.04$-1.8M
Q1 FY26$44.6M-5.0%71.6%-3.3%$-0.03$327K
Q4 FY25$45.5M-0.1%72.4%3.1%$-0.00$3.5M
Q3 FY25$43.9M-1.0%70.0%-1.6%$0.02$9.2M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$184.0M$183.4M – $184.6M$0.01$0.01 – $0.012
FY27$191.7M$190.5M – $192.9M$0.05$0.04 – $0.062
FY28$222.4M$221.7M – $223.1M$0.19$0.19 – $0.191

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 17Eynav AzariaSee Remarks6.5K sh$9KSellSep 16Eynav AzariaSee Remarks7.1K sh$10KSellSep 15Eynav AzariaSee Remarks6.1K sh$9KSellSep 14Eynav AzariaSee Remarks5.1K sh$7KSellSep 11Eynav AzariaSee Remarks5.7K sh$8KSellSep 10Eynav AzariaSee Remarks3.8K sh$5KSellSep 9Eynav AzariaSee Remarks10.1K sh$15KSellSep 8Eynav AzariaSee Remarks12.3K sh$18KSellSep 4Eynav AzariaSee Remarks8.2K sh$12KSellSep 3Eynav AzariaSee Remarks9.9K sh$15K
1–10 of 62
+ 6 other (6 awards) in window

See when $KLTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 298-K — Item 5.07: Shareholder vote
AI summary

Kaltura, Inc. (KLTR) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-29. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 253
+ 8 other (2 10-Qs · 2 routine 8-Ks · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gartner® Names Kaltura the Company to Beat in the AI Race for Video Platform Services AI report, Published in August, 2026globenewswire.com·5d agoAurora Networks and Kaltura Deploy Next-Generation Cloud TV Platform at Bouygues Telecomglobenewswire.com·12d agoKaltura to Showcase AI-Powered Media and Telecom Innovations at IBC 2026, Spanning Customer Care Avatars, Sports Discovery, and Personalized Streaming Experiencesglobenewswire.com·13d agoKaltura and Verimatrix Partner to Strengthen Security for OTT and Cloud TV Servicesbusinesswire.com·17d agoKaltura and Verimatrix Partner to Strengthen Security for OTT and Cloud TV Servicesglobenewswire.com·17d ago

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Voices on X · last 7 days

No standout posts about $KLTR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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