{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-018155","form_type":"8-K","ticker":"KLTR","cik":"0001432133","company_name":"KALTURA INC","filed_at":"2026-03-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.067167+00:00","generated_at":"2026-05-15T11:32:26.863029+00:00","sec_items":["2.02","5.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Kaltura Q4 revenue $45.5M, Adj EBITDA record $6.3M; acquires PathFactory for $22M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-018155","json":"https://secwatch.observer/filing/0001628280-26-018155.json","markdown":"https://secwatch.observer/filing/0001628280-26-018155.md","text":"https://secwatch.observer/filing/0001628280-26-018155.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026018155/0001628280-26-018155-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026018155/kltr-20260316.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T11:32:26.863029+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3b1870165b5338e4a75c254fca310239c85753bf","claim":"KALTURA INC reported the fourth quarter ended December 31, 2025 results: revenue $45.5 million, net income $0.6 million, EPS $0.00.","evidence_excerpt":"Total revenue for the fourth quarter of 2025 was $45.5 million, almost flat compared to $45.6 million for the fourth quarter of 2024, and above the midpoint of the Company’s guidance range of $45.0 million to $45.7 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026018155/0001628280-26-018155-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2025"},{"label":"Revenue","value":"$45.5 million"},{"label":"Net income","value":"$0.6 million"},{"label":"EPS","value":"$0.00"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7718c2d0ddd4a34b0c7a960e407e9b2c5590f5b6","claim":"KALTURA INC reported the full year ended December 31, 2025 results: revenue $180.9 million.","evidence_excerpt":"For the full year 2025, total revenue was $180.9 million, representing 1% year-over-year growth, and Adjusted EBITDA was $18.6 million, representing more than 150% year-over-year growth and materially exceeding the Company’s original annual guidance of approximately 100% growth.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026018155/0001628280-26-018155-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year ended December 31, 2025"},{"label":"Revenue","value":"$180.9 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}