{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-033449","form_type":"8-K","ticker":"KLTR","cik":"0001432133","company_name":"KALTURA INC","filed_at":"2026-05-11T20:06:32+00:00","discovered_at":"2026-05-11T20:08:00.325450+00:00","generated_at":"2026-05-11T22:41:55.371054+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Kaltura Q1 revenue $44.6M (down 5% YoY) beats guidance; Adj EBITDA $5.7M above high end","bullets":["Total revenue $44.6M (-5% YoY); subscription revenue $43.2M (-4% YoY); both above high end of guidance.","GAAP net loss $3.8M ($0.03/diluted share) vs loss $1.1M ($0.01) last year; Non-GAAP net profit $2.1M ($0.01).","Adjusted EBITDA $5.7M, up from $4.1M YoY; first Q1 positive operating cash flow of $0.7M.","Completed PathFactory acquisition on April 1, 2026; launched agentic avatar products and achieved ISO 42001 AI cert.","Q2 2026 guidance: subscription revenue $43.3-44.1M (2-4% growth), total revenue $45.2-46.0M, Adj EBITDA $2-3M."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-033449","json":"https://secwatch.observer/filing/0001628280-26-033449.json","markdown":"https://secwatch.observer/filing/0001628280-26-033449.md","text":"https://secwatch.observer/filing/0001628280-26-033449.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026033449/0001628280-26-033449-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026033449/kltr-20260511.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-11T22:41:55.371054+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":"cf896b6afd138d0aee5e448f91b3931705cf40be","claim":"KALTURA INC reported first quarter ended March 31, 2026 results: revenue Total revenue for the first quarter was $44.6 million, net income GAAP Net loss was $3.8 million, EPS $0.03 per diluted share.","evidence_excerpt":"presentation for the quarter, which now showcases its agentic avatar technology, is available at: https://q1-26-avatar.kaltura.com/ Total revenue for the first quarter was $44.6 million, with subscription revenue of $43.2 million. Adjusted EBITDA for the quarter was $5.7 million. All three results were above the high end of their guidance range. Ron Yekutiel,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1432133/000162828026033449/0001628280-26-033449-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"Total revenue for the first quarter was $44.6 million"},{"label":"Net income","value":"GAAP Net loss was $3.8 million"},{"label":"EPS","value":"$0.03 per diluted share"},{"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"}