Core Insights - Kaltura, Inc. reported strong financial results for Q3 2025, exceeding guidance with record adjusted EBITDA and strong operating cash flow [2][3] - The company signed a definitive agreement to acquire eSelf.ai, enhancing its capabilities in AI-powered virtual agents [3][10] - Kaltura repurchased 14.4 million shares of common stock from Goldman Sachs for approximately $16.6 million, reflecting confidence in its growth trajectory [3][10] Financial Performance - Q3 2025 revenue was $43.9 million, a slight decrease of 1% from $44.3 million in Q3 2024 [4] - Subscription revenue remained stable at $42.0 million, nearly flat compared to $42.1 million in the same quarter last year [4] - Annualized Recurring Revenue (ARR) increased to $169.1 million, up from $168.9 million year-over-year [4] - GAAP gross profit was $30.7 million, with a gross margin of 70%, compared to $29.5 million and 67% in Q3 2024 [4] - Non-GAAP operating profit improved to $3.1 million from $1.3 million in Q3 2024 [4] - Adjusted EBITDA rose to $4.2 million, up from $2.4 million in the prior year [4] Business Highlights - Kaltura closed 12 six-figure deals across various industries, including technology and healthcare [10] - The company improved its gross retention rate and maintained strong engagement metrics [10] - An exclusive partnership with Telestream was established to migrate customers from the Sherpa Stream platform [10] - Kaltura launched its Media Publishing AI Agent at the IBC show in Amsterdam [10] Future Outlook - For Q4 2025, Kaltura expects subscription revenue between $41.6 million and $42.3 million, and total revenue between $45.0 million and $45.7 million [10] - The full-year guidance anticipates total revenue between $180.3 million and $181.0 million, with adjusted EBITDA projected between $16.6 million and $17.6 million [10]

Core Insights - Kaltura has launched the Kaltura Work Genie, an AI-driven tool designed to transform enterprise knowledge into personalized learning and support paths, now available in the AWS Marketplace [1][2][3] Company Overview - Kaltura is positioned as a leader in the AI-enabled enterprise video platform market, as highlighted in the recent IDC MarketScape assessment [3] - The company's mission focuses on creating AI-infused hyper-personalized video experiences to enhance customer and employee engagement [6] Product Features - Kaltura Work Genie offers capabilities that redefine customer and employee journeys, enhance technology adoption, and improve retention [3] - The tool utilizes an organization's trusted content to provide reliable responses, minimizing the risk of inaccuracies [3] - It transforms complex inquiries into dynamic learning experiences, including micro-learning modules such as flashcards, video snippets, and quizzes [3] Market Accessibility - The availability of Kaltura Work Genie in the AWS Marketplace allows customers to streamline the procurement process, reducing the time for vendor evaluations and negotiations [4] - Centralized purchasing through AWS accounts provides customers with visibility and control over licensing, payments, and access [4]

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]