Core Insights - Kaltura's annual Connect on the Road conference will focus on how AI and digital technologies are transforming enterprise content management and personalization [1][2] Group 1: Conference Details - The conference will take place in New York on May 13, San Francisco on May 15, and London on May 20, featuring discussions on "Digital Immortality" and AI's role in creating living content archives [1] - Hundreds of executives from Marketing, Communications, and Enterprise Media are expected to attend, providing a platform for sharing insights on AI-driven transformations [2] Group 2: Key Topics of Discussion - The concept of Agentic AI will be explored, which enables corporate knowledge to become a proactive, hyper-personalized, intelligent system [3] - The transformation of content into "Living archives" that self-update and deliver relevant knowledge based on real-time user needs will be a focal point [3] - Discussions will include creating enduring institutional memory sources that maintain knowledge continuity despite employee turnover [4] - Ensuring brand continuity through consistent messaging across customer interactions to enhance engagement will also be addressed [4] - Ethical considerations surrounding AI, including knowledge ownership and governance of AI-driven decision-making, will be discussed [4] Group 3: Product Demonstrations - Attendees will experience hands-on demos of Kaltura's next-generation AI platform, including the Customer Experience Genie and Work Genie AI agents, which enhance customer engagement and employee training [4] - The Kaltura Content Lab will be showcased, allowing creators to transform long-form video content into engaging, bite-sized experiences, thus maximizing content value [4] Group 4: Education Connect on the Road - Kaltura will host an Education Connect on the Road track in Europe and the US, starting in Utrecht, Netherlands, on May 12, focusing on AI's role in improving education and engagement [6] Group 5: Company Overview - Kaltura aims to create AI-infused hyper-personalized video experiences that enhance customer and employee engagement across various sectors, including education, marketing, and entertainment [7]

Core Viewpoint - Kaltura is set to release its first quarter financial results for the period ending March 31, 2025, on May 8, 2025, before market open, followed by a conference call to discuss the results and financial outlook [1]. Group 1: Financial Results Announcement - Kaltura will announce its first quarter financial results on May 8, 2025 [1]. - The conference call to review the financial results will take place at 8:00 a.m. ET [2]. Group 2: Company Overview - Kaltura's mission focuses on creating AI-infused hyper-personalized video experiences to enhance customer and employee engagement [2]. - The company offers a range of products within its AI Video Experience Cloud, including enterprise content management and various video-first applications [2]. - Kaltura engages millions of users across different sectors, enhancing experiences in marketing, education, communication, and entertainment [2].

Core Insights - Kaltura has been recognized as a Representative Vendor in the Gartner Market Guide for Video Platform Services, highlighting its significance in the enterprise video platform market [1][7] - The company is committed to providing a comprehensive AI Video Experience Cloud that includes various video solutions tailored for enterprises [2][11] Company Offerings - Kaltura's AI Video Experience Cloud features a range of products such as Video Content Management System (VCMS), Video Portal, LMS and CMS video extensions, Virtual Classroom, and TV Content Management System (TVCMS) [2][11] - The platform supports cloud, on-prem, and hybrid models, catering to diverse enterprise use cases across marketing, sales, education, and entertainment [3][4] Technological Advancements - Kaltura is integrating AI and automation into its video solutions, enhancing the value of media assets for organizations [5][6] - The introduction of AI-powered agents like Kaltura Work Genie and Kaltura Class Genie allows for hyper-personalized digital experiences, improving content discovery and engagement [6][11] Strategic Positioning - The unified platform reduces operational silos, cuts costs, and provides holistic business insights, encouraging organizations to consolidate their video needs with Kaltura instead of using multiple vendors [4][11] - Kaltura's API-first modular architecture facilitates seamless integration and extensive customization, enhancing its adaptability within business workflows [4][11]

New York, April 14, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Experience Cloud, announced the Kaltura TV Genie has won the Product of the Year for Streaming at the 2025 NAB Show Awards. This official awards program recognizes some of the most significant and promising new products and technologies showcased by exhibitors at NAB Show.  Kaltura’s TV Genie enables media and telecommunication companies to offer AI-powered, hyper-personalized lean-forward viewing experiences for audiences, ...

Core Insights - Kaltura has announced a partnership with Synthesia to integrate AI-generated avatar content into its video platform, enhancing viewer engagement and creating immersive experiences [1][4] - The collaboration aims to revolutionize learning and training by providing hyper-personalized, interactive content that improves knowledge retention [2][6] - The partnership will also make video production more accessible and cost-effective, eliminating the need for expensive studio shoots and extensive editing [3] Company Overview - Kaltura's mission is to create AI-infused hyper-personalized video experiences that enhance customer and employee engagement [7] - Kaltura's platform includes a variety of video-first products, such as Video Portals, LMS and CMS Video Extensions, and Virtual Classrooms, serving millions of end-users [7] - Synthesia is recognized as a leading enterprise AI video platform, with over 1 million users across 65,000 businesses, including a significant portion of the Fortune 100 [8] Use Cases - The integration of AI-generated content will benefit various sectors, including: - Enterprise Training & Onboarding: AI-generated training modules and compliance videos [6] - Higher Education & E-Learning: Automated lecture content and multilingual courses [6] - Marketing & Customer Engagement: AI-powered product demos and personalized marketing campaigns [6] - Healthcare & Financial Services: Automated regulatory training and client education videos [6] Strategic Goals - The partnership is expected to unlock new market opportunities and enhance enterprise training programs, education, and employee onboarding [5] - Kaltura aims to set new industry benchmarks for AI video innovation through this collaboration [4]

Recently honored by AWS as a top Vertical Technology Partner of the Year, Kaltura will leverage itscutting-edge video technology alongside powerful AWS AI and cloud capabilities, with Kaltura and AWS investing in joint innovation, marketing and co-selling initiatives.New York, March 13, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the Video Experience Cloud, today announced that it has signed a two-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS), the world’s most comprehens ...

NEW YORK, March 06, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the Video Experience Cloud, today announced that it will host its 2025 Investor Event on Wednesday, March 12, 2025. The event will feature executive presentations outlining the Company's business, strategic vision, product innovation, and financial performance, and showcasing Kaltura’s AI-infused Video Experiences platform. The day's session will include presentations from key members of Kaltura’s leadership team including Co-Founder, Cha ...

Core Insights - Kaltura has launched the TV Genie, an AI-infused platform designed to enhance entertainment experiences for live and on-demand streaming, with over 50 companies participating in its beta-release program [1][5]. Group 1: Product Features - TV Genie offers hyper-personalized viewing experiences, enabling media and telecommunications companies to enhance audience engagement and streamline operations through content enrichment and automation [2][4]. - The platform transforms content searches into instant recommendations based on various parameters, real-time viewer feedback, and mood, while also providing accessibility through automatic translation and advanced navigation features [3][4]. - TV Genie allows content editors to create short-form videos and textual summaries from long-form content, optimizing it for diverse viewer preferences and simplifying the curation process [4][7]. Group 2: Market Impact - The introduction of AI in video production and viewing is expected to significantly increase viewer engagement and monetization, while reducing operational complexities and costs for companies [5][7]. - Kaltura's TV Genie is part of a broader trend where companies are becoming media entities, leveraging AI to enhance their content offerings and viewer experiences [5][6]. Group 3: Beta Program Participation - Over 50 organizations, including large enterprises and educational institutions, are involved in the Genie Series' beta program, with notable participants like Reshet 13, which utilizes TV Genie for producing concise news segments [5][6]. - Reshet 13 reports that the use of TV Genie has improved their content repurposing capabilities, leading to increased viewership and engagement rates [6].

Kaltura, Inc. (NASDAQ:KLTR) Q4 2024 Earnings Conference Call February 20, 2024 8:00 AM ET Company Participants Erica Mannion - IR Ron Yekutiel - Co-Founder, Chairman, President and CEO John Doherty - CFO Conference Call Participants Richard Poland - Wells Fargo Gabriela Borges - Goldman Sachs Austin Cole - Citizens Matt Cavanagh - Needham & Company Operator Good morning everyone and welcome to the Kaltura Fourth Quarter and Full Year 2024 Conference Call. All material contained in the webcast is the sole pr ...

Financial Data and Key Metrics Changes - Kaltura reported record total revenue of $45.6 million for Q4 2024, up 3% year-over-year, and record subscription revenue of $43.4 million, up 6% year-over-year [7][40] - Adjusted EBITDA for Q4 was $2.7 million, marking the highest quarterly results in the past four years and the sixth consecutive quarter of adjusted EBITDA profitability [8][44] - Cash flow from operations was $4.3 million for Q4, an improvement from $1.6 million in Q4 2023, and for the full year, cash flow from operations was $12.2 million, compared to a net cash used of $8.3 million in 2023 [10][49] Business Line Data and Key Metrics Changes - New subscription bookings in Q4 were at the highest level since Q4 2022, including four seven-digit deals and 29 six-digit deals [11][12] - The average subscription revenue per customer reached a record high, driven by growing user adoption and upselling to existing customers [14] - Professional services revenue for Q4 was $2.2 million, down 40% year-over-year, consistent with expected trends [40][46] Market Data and Key Metrics Changes - Kaltura's net dollar retention rate improved to 103% in Q4, up from 101% in the previous quarter, indicating better retention and upsell bookings [15][43] - The company achieved its best gross retention rates since 2020, reflecting a strong performance in customer retention [39] Company Strategy and Development Direction - Kaltura's strategy focuses on integrating AI across the video lifecycle to enhance personalized experiences, with new AI-infused offerings launched in Q4 [16][17] - The company aims to expand its unified cross-enterprise platform to capture a larger share of existing customer spending, which is estimated to be three times current expenditures [25][30] - Kaltura plans to gradually grow its sales force to secure new customers and capitalize on improving market conditions [31][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the market's recovery, driven by digital and AI transformations, and the increasing demand for video-based solutions [24][56] - The company anticipates continued year-over-year growth in new bookings and aims to double its adjusted EBITDA by 2026 [34][57] - Management highlighted the importance of maintaining profitability while pursuing growth opportunities, with a focus on improving cash flow from operations [50][54] Other Important Information - Kaltura's gross margin for Q4 was 71%, up from 64% in Q4 2023, with subscription gross margin at 77% [44] - The company ended Q4 with $84.7 million in cash and marketable securities, positioning it well for future investments [48] Q&A Session Summary Question: Can you elaborate on the on-premise commentary in Q1? - Management clarified that on-premise revenue represents less than 5% of total revenue and is recognized fully in the quarter it occurs, leading to typical sequential declines from Q1 to Q2 [62][64] Question: How does Kaltura plan to monetize AI opportunities? - Management emphasized that Kaltura's extensive content management capabilities position it well to capitalize on AI, with new AI features expected to significantly enhance content creation and consumption [67][74] Question: What are the key focus areas for Kaltura in 2025? - Management identified five growth areas: market recovery, consolidation around Kaltura, maturity of new products, Agentic AI features, and expanding the sales force to capture new customers [81][87] Question: Does Kaltura need to see market improvement to achieve its goals? - Management stated that the company is already on a growth trajectory and does not solely rely on market improvements to achieve its long-term goals [106][110] Question: What is driving the gross margin improvement? - Management attributed the gross margin increase to a higher mix of subscription revenue and improved profitability management across customer segments [112][114]