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Stock impact report

Kaltura signals transition to AI-driven CX/EX with eSelf acquisition and targets double-digit revenue growth by 2028 [Seeking Alpha]

Kaltura, Inc. (KLTR) 
Company Research Source: Seeking Alpha
Ron Yekutiel, Co-Founder, Chairman, President & CEO, announced "total revenue of $43.9 million for the third quarter of 2025 and subscription revenue of $42 million." He highlighted a "record adjusted EBITDA of $4.2 million, representing our ninth consecutive quarter of adjusted EBITDA profitability, driven Quick Insights The eSelf.ai acquisition is expected to accelerate Kaltura's evolution from a video company to a rich media-powered, AI-infused customer and employee experience solutions provider, expanding its addressable markets and supporting growth targets. Kaltura reported Q3 total revenue of $43.9M, a record adjusted EBITDA of $4.2M, improved gross margin, and ongoing profitability, despite a sequential decline in revenue and a drop in net dollar retention from 101% to 97%. Management anticipates a return to revenue growth in Q4. Risks include delays in customer project revenue recognition, continued churn in the M&T segment, downward adjustment of RPO after a contrac Show less Read more
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