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Kaltura, Inc. (KLTR) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Kaltura reported Q4 2025 earnings on March 16, 2026, highlighting strong revenue growth driven by AI-powered video solutions and enterprise demand. CEO Ron Yekutiel announced the pending acquisition of PathFactory, a content engagement platform, to expand Kaltura’s AI-driven personalization capabilities. Interim CFO Liron Sharon outlined 2026 guidance, projecting double-digit revenue growth and improved margins amid cost optimization efforts. The company emphasized upcoming AI product launches, including generative video tools, targeting education, media, and corporate training sectors. Forward-looking statements noted risks tied to integration challenges, market competition, and macroeconomic conditions affecting tech spending.
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SA Transcripts159K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Kaltura, Inc. (KLTR) Q4 2025 Earnings Call March 16, 2026 4:30 PM EDT Company Participants Ron Yekutiel - Co-Founder, Chairman, President & CEOLiron Sharon - EVP of FP&A and Interim Principal Financial Officer Conference Call Participants Erica Mannion - Sapphire Investor Relations, LLCMatthew Cavanagh - Needham & Company, LLC, Research Division Presentation Operator Good day, everyone, and welcome to the Kaltura Fourth Quarter and Full Year 2025 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'll now turn the call over to Erica Mannion at Sapphire Investor Relations. Please go ahead, Erica. Erica MannionSapphire Investor Relations, LLC Thank you, operator, and good afternoon. I am joined by Ron Yekutiel, Kaltura's Co-Founder, Chairman, President and Chief Executive Officer; and Liron Sharon, Executive Vice President of FP&A and Interim Principal Financial Officer. Ron will provide a summary of the results for the fourth quarter ended December 31, 2025, along with a business and strategy update. Liron will then review financial results for the quarter and full year 2025 as well as the company's outlook for the first quarter and full year 2026. We will then open the call for questions. Please note that this call will include forward-looking statements within the meaning of the federal securities laws, including, but not limited to, statements regarding Kaltura's expected future financial results, management's expectations and plans for the business, including our pending acquisition of PathFactory and upcoming product launches and our expectations around capabilities and benefits of our AI technologies. These statements are neither promises nor guarantees and involve risks and uncertainties that may cause actual results to differ materially from those discussed here. Important factors that could cause actual results to differ from forward-looking statements can be found in the Risk

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