NASDAQ$KLTR

Kaltura Inc. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Kaltura reported Q1 2025 revenue of $47.0M, net income of $1.1M, diluted EPS of $0.01.

For Q1 2025, Kaltura reported Revenue was $47.0M, net income was $1.1M, diluted EPS was $0.01. Management discusses operating trends, liquidity, and outlook in the quarterly filing.

  • Revenue $47.0M for Q1 2025.
  • Net income $1.1M.
  • Diluted EPS $0.01.

Headline financials

Total Revenue

$47M

Previous: $44.8M+4.9%
EPS (adj)

$0.01

Previous: -$0.08+112.5%
Annualized Recurring Revenue

$175M

Previous: $163M+7.5%
Net Dollar Retention Rate

107.0%

Previous: 98.0%+9.2%
Remaining Performance Obligations

$185M

Previous: $165M+11.9%
Capital Expenditures

-$297K

Previous: -$93K-219.4%
Net Income

-$1.12M

Previous: -$11.1M+89.9%
Operating Income

$1.58M

Previous: -$7.29M+121.6%
Gross Profit

$32.7M

Previous: $28.6M+14.4%

Revenue & EPS history

Kaltura · Revenue · Quarterly

$47M

Q1 2025+4.9%vs Q1 2024
Beat estimate in 12 of 13 quarters(92%)
ActualEstimate

Revenue by segment

Kaltura · $43.5M total across 2 segments · Q3 2023

  • Enterprise, Education & Tech
    $31.1M+3.5%
  • Media & Telecom
    $12.4M+13.2%

Forward guidance

Cloud and software outlook tied to enterprise demand, net retention, and platform expansion.

Tailwinds

  • Security, edge, and AI workload adoption.
  • Large-customer land-and-expand momentum.

Headwinds

  • Elongated enterprise sales cycles.
  • Competitive pricing in cloud infrastructure.

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 2025

Historical avgQ1 2025

+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

Earnings price reactions
QuarterReport dateReaction (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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