earnings
confidence high
sentiment neutral
materiality 0.75
Kaltura Q3 revenue $43M (+40% YoY); net loss widens to $25.2M; guides Q4 rev $41-43M
KALTURA INC
2022-Q3 EPS reported
$1.00
revenue$122,300,000
- Revenue $43.0M (+40% YoY); subscription rev $37.7M (+40%); ARR $151.7M (+41%).
- Gross margin improved to 65% from 59%; operating loss $5.9M vs $4.4M YoY.
- Net loss $25.2M ($0.26/dil share) vs $6.4M ($0.38) YoY; includes $16.8M warrant revaluation.
- Adjusted EBITDA loss $2.3M vs +$1.7M YoY; Net Dollar Retention 117% up from 111%.
- Q4 guidance: rev $41.2-43.2M, adj EBITDA neg $9.5-7.5M; FY2021 rev $163.5-165.5M.