earnings
confidence high
sentiment positive
materiality 0.80
Kaltura Q3 revenue $43.9M, record Adj EBITDA $4.2M; acquires eSelf.ai for up to $27M
KALTURA INC
2025-Q3 EPS
reported $0.07
vs consensus -$0.01
▲ beat
(+1472.5%)
- Revenue $43.9M (-1% YoY); subscription rev $42.0M flat; GAAP net loss $2.6M ($0.02/sh).
- Record adjusted EBITDA $4.2M; non-GAAP operating profit $3.1M; net cash from ops $9.3M.
- Q4 guidance: total rev $45.0-45.7M, Adj EBITDA $4.2-5.2M; full-year rev $180.3-181.0M.
- Acquired eSelf.ai for up to $27M ($7.5M cash at close, $12.5M milestone cash, 4.69M shares).
- Repurchased 14.44M shares from Goldman Sachs for $16.6M at 25% discount to 30-day VWAP.