KALTURA INC — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Kaltura reported Q2 2026 total revenue of $46.9M (up 5% YoY from $44.5M), subscription revenue of $45.6M (up 8% YoY from $42.4M), and net loss of $5.5M ($0.04/share). Adjusted EBITDA was $5.9M (vs. $4.1M prior year). ARR reached $184.6M (up 8% YoY). The company signed a record 14 AI deals (vs. previous record of 7), with 9 featuring agentic avatars and 8 with new logos. Gross margin improved to 75% non-GAAP. FY2026 guidance: $183.0M–$185.0M total revenue and $15.8M–$17.2M adjusted EBITDA. Cash position: $35.5M.
Why this rating
Beats offset by modest growth, declining margins in Media segment, cash-to-debt stress, but AI momentum and margin expansion warrant attention
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