earnings
confidence high
sentiment neutral
materiality 0.75
Kaltura Q4 revenue $45.5M, Adj EBITDA record $6.3M; acquires PathFactory for $22M
KALTURA INC
- Q4 total revenue $45.5M (flat YoY), subscription rev $42.7M (-2% YoY); GAAP net loss $0.6M vs -$6.6M YoY.
- Q4 Adj EBITDA $6.3M (record, +133% YoY) above guidance; full-year Adj EBITDA $18.6M (+155% YoY).
- FY2026 guidance: total rev $181.2M-184.2M, Adj EBITDA $12.7M-14.7M (down from $18.6M in 2025).
- Signed definitive agreement to acquire PathFactory for ~$22M cash; expected close Q2 2026.
- Appointed Greg Dracon to Board; Board size increased to seven.