Video platform Kaltura's Q3 revenue beats estimates
Kaltura reported Q3 revenue of $43.9 million, surpassing analyst expectations. The company also achieved adjusted net income above consensus and repurchased 14.4 million shares. Kaltura plans to acquire eSelf.ai to enhance its AI capabilities and projects Q4 2025 revenue between $45.0 million and $45.7 million. Analysts maintain a "buy" rating on Kaltura, with a median 12-month price target of $3.00, reflecting a potential 51% increase from its recent trading price of $1.47.
)
Overview
- Kaltura 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 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 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 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 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: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)
