The report also found that ease of use takes precedence over perfection, with 72% of video producers stating they would rather use software that integrates multiple steps, in place of best-of-breed point solutions.New York, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Experience Cloud, and IntelliVid Research, today released a new report, The State of AI Video in the Enterprise, offering a comprehensive overview of how advanced video technology and artificial intelligence are being ...

NEW YORK, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Kaltura, Inc. (Nasdaq: KLTR, “Kaltura” or the “Company”), the Video Experience Cloud, today announced that John Doherty, Chief Financial Officer, will be stepping down effective December 5, 2025. Mr. Doherty informed the Company that he is taking on a chief financial officer role at a public company in the medical technology industry. The Company has retained an external search firm to identify successor candidates. In addition, Mr. Doherty has agreed to stay on a ...

This milestone reflects Neat's ongoing dedication to helping organizations navigate the future of work. By combining its award-winning devices and management platform with Microsoft's robust technologies and ecosystem, Neat can empower global teams to connect, collaborate, and thrive so they can do their best work. To learn more about Neat, visit neat.no. To learn more about MDEP, visit aka.ms/mdep. About Neat OSLO, Norway--(BUSINESS WIRE)--Neat, the pioneering video technology company, today announced its ...

孙彦龙表示，现在视频是记录世界的工具，未来"AI多模态+空间视频"将是理解世界、与世界交互的智 能媒介。"当虹科技致力于成为空间视频时代的赋能者与生态建设者，希望与内容创作者、硬件伙伴、 应用开发者共建空间计算新生态。" 围绕最新战略体系，当虹科技在现场发布BlackEye 2.0多模态空间大模型及其在传媒文化、工业与卫 星、车载智能座舱、机器人等方向最新产品与应用。其中，在机器人业务方面，公司副总裁吴奕刚表 示，传统机器人大多依赖视距内操控与自组网图传，存在局限，公司全新推出的BlackEye Vision系统， 通过4G/5G公网上云，实现超低延时视频传输与实时操控，有效缓解带宽压力。"新系统在原有文本、 图片、视频、音频处理能力基础上，增加空间视频（雷达点云）处理功能，大幅提升对机器人现场环境 的感知、压缩、传输与重建能力。" 据介绍，发布会上，当虹科技还与阿里云、云深处科技、镜识科技、神舞科技等合作伙伴完成签约，进 一步拓展生态合作。 转自：中国证券报·中证网 中证报中证网讯（记者 罗京）9月19日，当虹科技董事长孙彦龙在企业战略重大升级发布会上表示，公 司战略从"以视频为核心"的技术体系，迈向以"A ...

Kaltura (KLTR) 2025 Conference Summary Company Overview - Kaltura is a leading provider of video technology, offering solutions for enterprises, educational institutions, and media companies globally. Their platform supports various applications, including virtual events, corporate communications, online learning, and streaming TV [1][3]. Core Business and Product Offerings - Kaltura's mission is to create AI-infused, hyper-personalized video experiences that enhance customer and employee engagement [3]. - The Kaltura Video Experience Cloud serves three main markets: 1. Enterprise Video Content Management (EVCM) and Online Video Platform (OVP) 2. Virtual events and webinars 3. Cloud TV software [6][7]. - The platform includes a video portal, LMS integrations, virtual event systems, conferencing products, and TV streaming applications [8][9]. Customer Base and Market Penetration - Kaltura serves over 850 large organizations, powering more than 10 million active users, including major companies like Amazon, Nvidia, and Salesforce [17][18]. - The company claims to cover 50% of R1 schools in the U.S. for various video-related needs [18]. - Kaltura has a long-standing relationship with Vodafone, extending their partnership for another ten years [18]. Financial Performance and Market Trends - Kaltura has maintained growth even during challenging market conditions, with a focus on profitability. The company reported a negative cash flow of $47 million in 2022 but expects to achieve $15 million in adjusted EBITDA for the current year [31][34]. - The company has seen a shift in its revenue streams, with non-media use cases (marketing, sales, training) performing better than media-related revenues [20][27]. - The average annual recurring revenue (ARR) is increasing as customers consume more products and use cases [19]. Future Outlook and Strategic Initiatives - Kaltura aims to double its adjusted EBITDA by 2026, targeting a long-term goal of at least 10% revenue growth and 20% adjusted EBITDA [34][35]. - The company is focusing on AI-infused experiences to enhance content creation and delivery, which is expected to drive future growth [23][39]. - Kaltura is positioned to capitalize on the rebound of the video market post-COVID, with increasing budgets and a hybrid workforce [36][37]. Competitive Landscape - Kaltura differentiates itself through deep API integration, flexibility, and a comprehensive platform that reduces vendor complexity [21][22]. - The company sees opportunities for consolidation in a fragmented market, where many smaller vendors are struggling [41][42]. - Kaltura's average revenue per unit (ARPU) for enterprise customers is significantly higher than competitors like Vimeo, indicating a strong position in the enterprise segment [57]. Conclusion - Kaltura is well-positioned to leverage its technology and customer base to capture growth in the evolving video market. The focus on AI and hyper-personalization, combined with a robust financial strategy, suggests a positive outlook for the company moving forward [49][50].

Summary of InterDigital (IDCC) FY Conference Call - August 27, 2025 Company Overview - InterDigital is a technology and research company established in 1972, focusing on advanced wireless technologies, video compression, and AI [4][5] - The company has a strong leadership team, including CEO Liren Chen, who joined from Qualcomm [8][9] Core Business Model - InterDigital operates on a dual track model: - **Technology Track**: Research and development of fundamental technologies, contributing to global standards like 5G and video codecs [10][11] - **Business Track**: Monetization through licensing agreements with major companies [13][30] - The company holds a significant patent portfolio of 34,000 assets, up from 19,000 prior to the Technicolor acquisition [27][28] Industry Position and Achievements - InterDigital is recognized as a leader in the development of standards, holding chair positions in over 100 different standards bodies, including 3GPP for cellular technology [22][24] - The company has been listed among the top 100 most innovative companies globally for four consecutive years [25] - In 2023, InterDigital ranked 24th among the top patent filers in Europe [26] Financial Performance - Revenue has been growing at a compound annual growth rate (CAGR) of approximately 25% since 2020, with adjusted EBITDA margins around 60% [33][51] - The company signed over 40 licensing agreements since 2021, including renewals with Apple and Samsung, which are under long-term licenses [29][30] - Annualized recurring revenue (ARR) has increased significantly, reaching approximately $555 million, with goals of $1 billion by 2030 [40][41] Future Growth Strategy - InterDigital aims to achieve $1 billion in ARR by 2030, with specific targets in various segments: - **Smartphones**: Targeting $500 million in ARR by 2027 [40] - **Consumer Electronics and IoT**: Aiming for $200 million by 2030 [41] - **Streaming and Cloud Services**: Targeting over $300 million, currently at zero [41] - The company plans to maintain a strong balance sheet with close to $1 billion in cash, allowing for continued investment in R&D and potential acquisitions [47][48] Key Technologies and Market Trends - Video technology is crucial, accounting for 80-90% of mobile data traffic, and is essential for the streaming ecosystem [16][19] - The shift from 4G to 5G in the automotive sector is expected to drive growth, particularly for connected and autonomous vehicles [44] Conclusion - InterDigital is positioned as a leader in technology innovation and patent licensing, with a robust growth strategy focused on expanding its market presence and enhancing its technology offerings [51]

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $44.5 million, up 1% year over year, while subscription revenue was $42.4 million, up 3% year over year [5][22] - Adjusted EBITDA was $4.1 million, consistent with the record from Q1 2025, marking the eighth consecutive quarter of adjusted EBITDA profitability [6][27] - Non-GAAP net profit reached $2.5 million, an improvement of $4.5 million year over year [6][29] - Cash flow from operations was $2.7 million, the highest second quarter result since 2020 [7][29] Business Line Data and Key Metrics Changes - E and T segment revenue grew by 7% year over year to $33.2 million, with subscription revenue up 9% to $32.6 million [24] - M and T segment revenue declined by 14% year over year to $11.2 million, with subscription revenue down 13% to $9.8 million [25] - Average ARR per customer reached a record high, indicating strong customer consolidation around the platform [8][19] Market Data and Key Metrics Changes - The company reported a net dollar retention rate of 101%, above 100% for the fourth consecutive quarter [10][23] - The company anticipates improved M and T gross retention rates in Q4 2025, supported by a renewed contract with Vodafone [6][25] Company Strategy and Development Direction - The company is focusing on enhancing its AI offerings, with plans to expand its AI agents and improve automation in content publishing [12][18] - A reorganization plan was announced, involving a 10% workforce reduction aimed at increasing efficiency and productivity [16][30] - The company aims to achieve double-digit revenue growth and adjusted EBITDA margin by 2028 or sooner [36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory despite market uncertainties and geopolitical turbulence [20][36] - The company expects to see sequential growth in M and T revenue in Q4 2025, driven by improved gross retention and new bookings [6][19] - Management highlighted the importance of customer consolidation and the maturity of newer products in driving future growth [20][36] Other Important Information - The company closed its first three AI deals in Q2 2025, indicating a strong sales pipeline with over 100 qualified opportunities [8][9] - The company received multiple industry awards, including recognition as a leader in AI-enabled enterprise video platforms [14][15] Q&A Session Summary Question: What is working well in your incremental new bookings momentum? - Management noted that the maturity of their events offering, customer consolidation, and the introduction of AI products are contributing to increased bookings [40][41] Question: Why do you think churn was elevated and what are you doing to address it? - Management explained that elevated churn in M and T was due to industry shifts towards IP and cloud, but they expect improvements with major customers like Vodafone [44][45] Question: How are your new AI products integrated into your selling motion and pricing? - The AI products are currently offered as upsells, with flexible pricing based on usage and integration into existing offerings [54][56] Question: Can you discuss the bookings mix in terms of new logos versus sales back into the base? - Management indicated that while upsells have been strong, they are seeing an increase in new logos, with a growing pipeline of potential new customers [72][74]

Core Insights - The premiere of the AI story collection "New World Loading" marks the beginning of AIGC content commercialization, with the industry still in its early stages and lacking a complete business model [1] - AI is expected to bring significant changes to commercialization, with a focus on helping creators find advertising and promotional opportunities [1][4] - Current AIGC content cannot fully replicate live-action content, but it shows potential for cost reduction and efficiency in production [3] Industry Trends - The trend of decreasing model costs is evident, with major companies engaging in price competition, leading to a significant drop in costs for large models [4] - The user base for 可灵AI has surpassed 22 million, generating over 168 million videos and 344 million images since its launch, with a revenue of over 150 million yuan in Q1 2025 [4] - The industry is still in its infancy, and companies like 可灵AI are focused on validating market and user demand rather than solely pursuing commercial numbers [4] Product Development - The primary task for 可灵AI is to enhance the foundational model's expression, stability, and controllability before developing new practical product forms [5] - Future product offerings will include simple workflows and creative release modes based on existing models, as well as exploring the value of intelligent agents in video creation [6]

Core Insights - Haivision has launched the latest version of its Kraken video processing platform, integrating Shield AI's object detection technology to enhance intelligence, surveillance, and reconnaissance (ISR) capabilities [1][6]. Group 1: Product Features - The Kraken platform is designed for ISR and situational awareness, capable of encoding, transcoding, and transporting high-quality video and metadata in real-time, even in challenging network conditions [2]. - The new Shield AI's Sentient Tracker software enhances Kraken's capabilities by providing superior object detection for multi-domain operations, utilizing two decades of computer vision research [3][4]. - The integration allows for real-time transcoding of live video streams and the transportation of essential metadata, enabling automatic detection and tracking of objects in complex environments [4][5]. Group 2: Strategic Collaboration - The collaboration between Haivision and Shield AI aims to combine advanced AI object detection with trusted ISR video ecosystems, facilitating faster and more informed decision-making for users [6][7]. - Shield AI's technology is designed to transform raw data into actionable intelligence, enhancing operational effectiveness for defense and public safety organizations [7]. Group 3: Market Position and Applications - Haivision's video solutions are deployed globally across various sectors, including aerospace, government, military, and public safety, supporting critical missions and real-time decision-making [8][10]. - The Kraken platform is a key component of Haivision's ISR video solutions portfolio, which includes other rugged video encoding and transcoding products that meet stringent cybersecurity and interoperability standards [6][8].

Core Viewpoint - The company is entering a phase of implementation for its research outcomes, with an anticipated turning point in performance driven by advancements in video codec technology and strategic partnerships [1][2]. Group 1: Video Codec Technology - The company's video codec technology serves as a competitive moat, with leadership in industry standard formulation and compatibility with heterogeneous computing architectures [1]. - The integration of DeepSeek enhances the understanding capabilities of the company's BlackEye model, leading to the launch of multiple DeepSeek integrated machines that contribute to new growth [1]. - The company is progressing well with key research projects, including in-vehicle video processing technology and AI-generated video content, which are now in the product testing phase [1]. Group 2: Automotive Sector - In 2024, the revenue share from in-vehicle smart cockpit products is expected to rise to 15%, driven by consumer interest in smart cockpit features [2]. - The company collaborates with major automotive manufacturers to develop integrated content and middleware solutions, enhancing the visual experience of smart cockpits [2]. - Partnerships with content providers like Zhejiang Radio and Television Group and iQIYI are expected to diversify revenue streams through new models such as subscription and advertising [2]. Group 3: Industrial and Satellite Applications - The demand for high-definition video transmission and storage is projected to accelerate in the AI era, with over 74% of China's internet traffic being video-related [3]. - The company is one of the few in China with capabilities in ultra-low latency video encoding and AI recognition, serving various sectors including smart transportation and energy [3]. - The integration of advanced models like DeepSeek significantly enhances the company's product capabilities, with faster market deployment anticipated [3]. Group 4: Media and Culture - The company's primary revenue source, expected to account for approximately 61% of total revenue in 2024, benefits from the increase in high-definition channel content [4]. - The company is deeply involved in the formulation of ultra-high-definition industry standards and has supported major events like the Beijing Winter Olympics and the Qatar World Cup [4]. - AI technology is being applied in video production processes, enhancing content quality and expanding business opportunities [4]. Group 5: Financial Projections - Revenue forecasts for the company from 2025 to 2027 are projected at 439 million, 587 million, and 735 million yuan, reflecting year-on-year growth rates of 43.01%, 33.93%, and 25.14% respectively [5]. - The net profit attributable to the parent company is expected to reach 12 million, 34 million, and 59 million yuan during the same period, with significant growth rates of 111.59%, 187.25%, and 73.53% [5]. - The company is valued at a price-to-sales ratio (PS) of 8, 6, and 5 for the years 2025 to 2027, indicating a favorable position compared to peer companies [5].