Overview

* Kaltura ( KLTR ) Q3 revenue of $43.9 mln beats analysts' expectations

* Adjusted net income for Q3 beats consensus

* Company repurchased 14.4 mln shares from Goldman Sachs

* Kaltura ( KLTR ) signs agreement to acquire eSelf.ai, enhancing AI capabilities

Outlook

* Kaltura expects Q4 2025 total revenue between $45.0 mln and $45.7 mln

* Company projects full-year 2025 adjusted EBITDA between $16.6 mln and $17.6 mln

* Kaltura anticipates growth in new bookings in Q4 2025

Result Drivers

* SHARE REPURCHASE - Kaltura ( KLTR ) repurchased 14.4 mln shares from Goldman Sachs, reducing outstanding shares

* BUSINESS MOMENTUM - Closed 12 six-figure deals across diverse industries, indicating strong demand for Kaltura's ( KLTR ) offerings

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $43.90 $43.25

Revenue mln mln (3

Analysts

)

Q3 Beat $2 mln -$850,00

Adjusted 0 (2

Net Analysts

Income )

Q3 Net -$2.60

Income mln

Q3 Beat $3.10 $1.50

Adjusted mln mln (2

Operatin Analysts

g Income )

Q3 70.00%

Adjusted

Gross

Margin

Q3 -$1.50

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Kaltura Inc ( KLTR ) is $3.00, about 51% above its November 7 closing price of $1.47

* The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)