Kaltura Inc (NAS:KLTR)

Q1 2025 Kaltura Inc Earnings Call Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: $2.18 (-0.91%)

Transcript 10-Q8-K

Key Points

Positve

Kaltura Inc (KLTR) reported record total revenue of $47 million for Q1 2025, marking a 5% year-over-year increase.
The company achieved record subscription revenue of $44.9 million, up 9% year-over-year.
Kaltura Inc (KLTR) posted record ARR for the fourth consecutive quarter, up 7% year-over-year.
Adjusted EBITA reached a record level of $4.1 million, marking the seventh consecutive quarter of adjusted EBITA profitability.
The company reported a strong non-GAAP gross margin of 70%, up from 65% in the same quarter last year.

Negative

Cash flow from operations was lower than expected, with $1 million consumed during the quarter.
New subscription bookings in Q1 were seasonally low, with a typical slower start to the year.
Professional services revenue declined by 42% year-over-year, consistent with expected trends.
The company anticipates a lower rate of retention in the first half of the year due to delayed media and telecom insurances.
Kaltura Inc (KLTR) maintained its revenue guidance for 2025 despite the uncertain macroeconomic environment.

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

KLTR.OQ - Kaltura Inc
Q1 2025 Kaltura Inc Earnings Call
May 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the Calora 1st quarter 2025 earnings call. All material contained in the webcast is the sole property and copyright of Caltora with all rights reserved. For opening remarks and introductions, I will now turn the call over to Erika 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 morning. I am joined by Ron Ycoil, Caltora's co-founder, Chairman, President, and Chief Executive Officer, and John Doherty, Chief Financial Officer. Ron will begin with a summary of the results

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