earnings
confidence high
sentiment positive
materiality 0.70
Kaltura Q2 revenue $46.9M (+5% YoY), beats guidance; Adj. EBITDA $5.9M record
KALTURA INC
- Total revenue $46.9M, subscription revenue $45.6M (+8% YoY); both above guidance high end.
- GAAP net loss $5.5M ($0.04/sh) vs $7.8M loss year ago; non-GAAP net profit $2.3M ($0.01/sh).
- Record non-GAAP gross margin 75%; subscription gross margin 78%.
- Signed record 14 new AI deals, including 9 with Agentic Avatars; 13 six-figure TCV deals.
- Q3 guidance: total revenue $45.8-46.5M, Adj. EBITDA $2-3M; FY2026 total revenue $183-185M, Adj. EBITDA $15.8-17.2M.