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Stock impact report

Kaltura's Performance Continues To Disappoint Despite AI Moves (Downgrade) [Seeking Alpha]

Kaltura, Inc. (KLTR) 
Company Research Source: Seeking Alpha
KLTR's revenue is declining, with weak net dollar retention (97%) and a forward revenue growth estimate of just 1.4%. Despite a recent AI acquisition and share repurchase, KLTR faces persistent churn high SBC and is valued at a steep discount to SaaS peers. AI initiatives and product-led growth strategies are early-stage and unlikely to offset near-term operational and market headwinds. I'm bearish on KLTR and believe investors can achieve a better return elsewhere. Looking for more investing ideas like this one? Get them exclusively at IPO Edge. Learn More » luza studios/E+ via Getty Images Investment Outlook Kaltura ( KLTR is seeking to navigate a transition to a more AI-centric offering set. I previously analyzed KLTR in May 2025 with a Hold outlook on slow growth, but nearly breakeven operating income, and More on my IG service Consider becoming a member of IPO Edge, a community of investors seeking superior returns from U.S. IPOs. Gain insights and actionab Show less Read more
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