NASDAQ$KLTR
Kaltura Inc. · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
Announced financial results exceeding guidance for the first quarter of 2022.
Kaltura's first quarter revenue and adjusted EBITDA exceeded the high end of their guidance range. The company's revenue for the first quarter of 2022 was $41.7 million, an increase of 11% compared to $37.7 million for the first quarter of 2021.
- Revenue for the first quarter of 2022 was $41.7 million, an increase of 11% compared to $37.7 million for the first quarter of 2021.
- Subscription revenue for the first quarter of 2022 was $37.0 million, an increase of 14% compared to $32.3 million for the first quarter of 2021.
- Annualized Recurring Revenue (ARR) for the first quarter of 2022 was $147.7 million, an increase of 15% compared to $128.6 million for the first quarter of 2021.
- GAAP Operating loss was $14.7 million for the first quarter of 2022, compared to an operating loss of $8.6 million for the first quarter of 2021.
Headline financials
Revenue & EPS history
Kaltura · Revenue · Quarterly
$41.7M
Revenue by segment
Kaltura · $41.7M total across 2 segments · Q1 2022
- Enterprise, Education & Tech$29.7M+8.8%71.3%
- Media & Telecom$12M+15.3%28.7%
Forward guidance
Kaltura provided guidance for the second quarter and full year 2022.
Tailwinds
- Subscription Revenue to grow by 1%-3% year-over-year to between $36.8 million and $37.6 million for Q2 2022.
- Total Revenue to grow by 0%-2% year-over-year to between $41.6 million and $42.4 million for Q2 2022.
- Subscription Revenue to grow by 10%-13% year-over-year to between $159.5 million and $163.8 million for the full year 2022.
- Total Revenue to grow by 5%-8% year-over-year to between $173.3 million and $178.2 million for the full year 2022.
Headwinds
- Adjusted EBITDA to be negative in the range of $8.5 million to $11.5 million for Q2 2022.
- Adjusted EBITDA to be negative in the range of $27.0 million to $32.0 million for the full year 2022.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q1 2022
+1.2%
Avg return
Earnings day
+1.8%
Avg return
5 days after
-4.1%
Avg return
30 days after
59%
13 / 22 earnings
Positive
+33.1%
Q3 2024
Best reaction
-38.3%
Q4 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.2% | +5.8% | +2.2% | |
| Q4 2025 | -9.4% | -11.5% | -18.7% | |
| Q3 2025 | +24.7% | +13.6% | +14.3% | |
| Q1 2025 | -0.5% | +4.5% | +1.4% | |
| Q4 2024 | -2.0% | -18.4% | -25.2% | |
| Q3 2024 | +33.1% | +46.1% | +57.7% | |
| Q2 2024 | +3.5% | +7.0% | -5.2% | |
| Q1 2024 | -3.1% | -6.2% | -36.4% | |
| Q4 2023 | +2.1% | -3.4% | -8.3% | |
| Q3 2023 | +1.1% | -2.3% | +2.3% | |
| Q2 2023 | +4.0% | +5.1% | -2.5% | |
| Q1 2023 | +5.1% | +5.7% | +2.3% | |
| Q4 2022 | -2.0% | -4.0% | -1.0% | |
| Q3 2022 | +11.4% | +16.2% | +10.2% | |
| Q2 2022 | -1.9% | -6.8% | -18.4% | |
| Q1 2021 | +2.7% | +11.4% | +20.8% | |
| Q1 2022 | +1.4% | +9.9% | +28.4% | |
| Q4 2021 | -38.3% | -27.3% | -39.9% | |
| Q3 2021 | -35.2% | -34.4% | -58.1% | |
| Q4 2020 | +9.8% | +4.5% | -7.6% | |
| Q2 2020 | +9.8% | +4.5% | -7.6% | |
| Q2 2021 | +12.1% | +20.6% | -0.6% | |
| Q3 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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