Kaltura Inc (FRA:73Q)

Q1 2026 Kaltura Inc Earnings Call Transcript

May 11, 2026 / 08:30 PM GMT

Release Date Price: €1.08 (-4.42%)

Transcript 10-Q8-K

Key Points

Positve

Kaltura Inc (KLTR) exceeded the high end of its guidance for revenue and adjusted EBITDA in Q1 2026.
The company achieved positive cash flow from operations for the first time in a first quarter.
Gross retention improved to its highest level in the last five quarters.
Kaltura Inc (KLTR) expanded its AI capabilities, including the launch of conversational avatar technology and the Avatar Video Production Studio.
The acquisition of PathFactory was completed, enhancing content intelligence and journey orchestration capabilities.

Negative

Total revenue decreased by 5% year-over-year, and subscription revenue decreased by 4% year-over-year.
Professional services revenue declined by 50% sequentially and 31% year-over-year.
Net dollar retention was 95%, down from 107% in the prior year period.
The company reported a GAAP net loss of $3.8 million for the quarter.
Media and telecom segments experienced elevated churn in 2025, impacting current performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KLTR.OQ - Kaltura Inc
Q1 2026 Kaltura Inc Earnings Call
May 11, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and welcome to the Kaltura first quarter 2026 earnings call.

All material contained in the webcast is the sole property and copyright of Kaltura with all rights reserved.

For opening remarks and introductions, I now turn the call over to Erica Mannion at Sapphire Investor Relations. Please go ahead, Erica.

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Unidentified_2 [2]
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Thank you, Operator, and good afternoon. I am joined by Ron Ukitel, Kaltura's Co-Founder, Chairman, President, and Chief Executive Officer, and Leron Sharon, Executive Vice President of FP&A and Interim

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