KLTRKaltura, Inc.
The Read
KLTR's product launches, including its Agentic Revenue Engagement Platform and AI Avatar Video Studio, historically drove median stock moves of about 22%.
The schedule
- Wed30Sep
Board review of strategic alternatives given the sub-$300M enterprise value and potential interest from private equity or larger SaaS consolidators.
- Thu15Oct
Evaluation of KLTR's capital structure as the company addresses its $46M debt load against $27M in cash in a 'higher-for-longer' rate regime.
- Sun14Feb
- Thu18Feb
Comprehensive full-year financial wrap-up and initial FY2027 guidance on revenue acceleration and sustained profitability.
- Fri30Apr
Third quarter earnings highlighting Q4 pipeline momentum and potential cost structure optimizations leading into the year-end.
Past
- Thu6Aug
Actual outcome: Bull · $1.59 at outcome
Kaltura reported Q2 results that exceeded the high end of its guidance range, driven by subscription revenue growth and record non-GAAP gross margins, while meeting EPS estimates. The company's strategic push into 'agentic AI' and early commercial traction for these new products kept the stock well above the bull target.
Mid-year financials revealing whether Trump Administration trade policies and macro IT budget shifts are negatively impacting enterprise software deals.
- Tue30Jun
Actual outcome: Bear · $1.25 at outcome
Despite recently rebranding as an 'Agentic Digital Experience company' and securing multiple industry recognitions from Gartner and Forrester for its conversational AI platforms, Kaltura missed expectations and issued weak guidance during its H1 2026 AI monetization update. The stock declined because the lack of tangible revenue realization from its new AI agents and avatars completely overshadowed the positive analyst accolades, signaling that its technological evolution has not yet translated into financial growth.
Interim update detailing customer adoption and ARR contribution of the Agentic AI platform launched at the Adobe Summit.
- Mon11May
Actual outcome: Bull · $1.53 at outcome
Kaltura's Q1 2026 earnings met expectations exactly, posting an EPS of -$0.0038. The stock's push past the $1.35 bull target was largely driven by a flurry of AI-focused product announcements leading up to the print, including the launch of its Avatar Video Production Studio and an open-source suite of AI agent skills, which reinforced investor confidence in the company's strategic direction.
The Q1 2026 earnings print around May 6 is a high-stakes check on KLTR’s ability to sustain revenue and progress toward durable profitability after a mixed 2025, with the tape likely resolving toward either $1.35 on a clean beat-and-raise or $0.90 if guidance again disappoints.
- Wed15Apr
Actual outcome: Bull · $1.37 at outcome
Kaltura successfully countered macro IT budget concerns by launching a series of high-impact AI products, including native integrations with Adobe Experience Manager and Drupal, and debuting its Agentic Revenue Engagement Platform at the Adobe Summit. This aggressive product roadmap and pivot toward 'Agentic AI' drove investor confidence, pushing the stock above the $1.25 bull target as the market prioritized the company's new growth catalysts over broader sector volatility.
Through late April 2026, KLTR trades against a backdrop of softer enterprise IT budgets, elevated volatility, and higher capital costs for small-cap software, with investors reassessing how much downside is left in the stock around $1.12 versus potential relief if macro data or CIO surveys stabilize.
- Mon16Mar
Actual outcome: Bear · $1.35 at outcome
Kaltura met EPS estimates at $0.02, but the report failed to provide the definitive confirmation of sustainable profitability and positive free cash flow growth required for a valuation re-rating. The stock hit the bear floor of $1.35 as the market reacted to the lack of an earnings beat and lingering skepticism regarding the 2026 revenue guidance.
Investor focus will be on the sustainability of Q3'25's surprise net income and 2026 revenue guidance. Confirmation of a solid path to sustainable profitability and positive free cash flow is critical for re-rating this micro-cap.
