secwatch.observer — SEC 8-K summary
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Issuer:     KALTURA INC (KLTR)
CIK:        0001432133
Form:       8-K
Filed at:   2026-08-05T11:03:57+00:00
Accession:  0001628280-26-052910
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kaltura Q2 revenue $46.9M (+5% YoY), beats guidance; Adj. EBITDA $5.9M record
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1432133/000162828026052910/0001628280-26-052910-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1432133/000162828026052910/kltr-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-052910

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer