Kaltura Inc. (KLTR) reported its financial results for the fiscal year ended December 31, 2025, showcasing a modest revenue increase to $180.9 million, compared to $178.7 million in 2024, representing a 1% growth. The company's net loss decreased significantly to $12.1 million, a substantial improvement from the $31.3 million loss reported in the previous fiscal year. This improvement in profitability was attributed to cost-saving measures and increased operational efficiency, including a reorganization plan implemented in the third quarter of 2025. The company's gross profit also saw an increase, reaching $127.7 million, up from $119.1 million in the prior year.
The company's Enterprise, Education, and Technology (EE&T) segment experienced a revenue increase of 4%, reaching $134.4 million in 2025, while the Media and Telecom (M&T) segment saw a decrease of 7%, with revenue totaling $46.4 million. Despite the revenue decline in the M&T segment, both segments reported improved gross profits. The EE&T segment's gross profit increased by 7% to $104.0 million, and the M&T segment's gross profit increased by 7% to $23.7 million. These improvements were driven by enhanced efficiencies in production and professional services costs, as well as reductions in headcount and subcontractor expenses.
Strategic developments for Kaltura in 2025 included the acquisition of eSelf AI, a move aimed at enhancing the company's artificial intelligence capabilities. This acquisition expanded Kaltura's content creation and experience offerings to include AI-generated video and avatar-based interactions. In March 2026, Kaltura entered into a definitive agreement to acquire PathFactory, a provider of content journey orchestration and engagement analytics solutions, further solidifying its position in the market. The company also implemented a reorganization plan in the third quarter of 2025, which included a 10% workforce reduction, expected to yield approximately $8.5 million in annualized cost savings.
Key operational metrics for Kaltura included a Net Dollar Retention Rate of 100% for the year ended December 31, 2025, indicating stable customer retention and revenue expansion within its existing customer base. However, Annualized Recurring Revenue (ARR) decreased by 3% to $168.2 million, compared to $173.9 million in the previous year. As of December 31, 2025, the company served over 800 customers across 53 countries, with approximately 56% of revenue generated from the Americas, 39% from EMEA, and 4% from APAC. The company's customer base included 290 customers with ARR greater than $100,000 and 23 customers with ARR greater than $1.0 million.
Looking ahead, Kaltura intends to focus on expanding its offerings in content creation, conversational engagement, and journey-oriented orchestration. The company also plans to broaden its go-to-market strategies to support a wider range of adoption models and customer sizes, including product-led and developer-led growth initiatives. These strategies are aimed at deepening relationships with existing customers, attracting new customers, and selectively pursuing adjacent market opportunities. The company acknowledges that its future performance is subject to various risks and uncertainties, including economic volatility, competition, technological changes, and regulatory developments.
About KALTURA INC
Kaltura, Inc. provides enterprise video solutions including content management, virtual events, webinars, and TV streaming. Its platform supports live, on-demand, and AI-enhanced video experiences across industries such as education, technology, healthcare, and media. Focused on integration, security, and personalization, it enables organizations to engage audiences, streamline workflows, and leverage video for marketing, training, communication, and monetization.
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