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Kaltura, Inc. 8-K Filings

KLTR NASDAQ

Every 8-K that Kaltura, Inc. (KLTR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow KLTR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KLTR filings page.

Rhea-AI Summary

Kaltura reported second-quarter 2026 results with total revenue of $46.9 million, up 5% from $44.5 million a year earlier, driven by subscription revenue of $45.6 million, up 8%. Annualized Recurring Revenue reached $184.6 million, an 8% increase year over year.

GAAP results showed a net loss of $5.5 million, narrowing from $7.8 million, while non-GAAP net profit was $2.3 million versus a non-GAAP loss previously. Adjusted EBITDA was $5.9 million, and non-GAAP gross margin reached a record 75%. Enterprise, Education and Technology revenue grew 11% as Media & Telecom declined 10%. Cash, cash equivalents and marketable securities totaled $35.5 million, with net cash used in operating activities of $2.0 million for the quarter. Guidance for 2026 calls for full-year revenue of $183.0–$185.0 million and Adjusted EBITDA of $15.8–$17.2 million.

Rhea-AI Summary

Kaltura, Inc. held its Annual Meeting of Stockholders on June 24, 2026. A total of 136,589,183 shares of common stock were represented, about 90.83% of shares outstanding as of the April 27, 2026 record date, indicating very strong shareholder participation.

Stockholders elected Class II directors Richard Levandov and Ronen Faier to serve until the 2029 Annual Meeting. Levandov received 102,897,753 votes for and Faier received 105,431,318 votes for, with broker non-votes recorded on both items. Shareholders also ratified the appointment of Kost Forer Gabbay & Kasierer, a member of Ernst & Young Global, as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 136,477,333 votes for and minimal opposition.

Rhea-AI Summary

Kaltura reported first quarter 2026 results with revenue of $44.6 million, down 5% year-over-year, and subscription revenue of $43.2 million, down 4%. Despite the decline, results for revenue and Adjusted EBITDA of $5.7 million were above the high end of guidance, and the company delivered its first Q1 with positive operating cash flow of $0.7 million.

GAAP net loss widened to $3.8 million, or $0.03 per share, while non-GAAP net profit was $2.1 million. Annualized Recurring Revenue was $168.8 million, down 3% year-over-year, and Net Dollar Retention Rate decreased to 95%. Kaltura closed the PathFactory acquisition on April 1, 2026 and is investing in agentic AI avatar products, while guiding for low single-digit revenue growth and improved Adjusted EBITDA for Q2 and full-year 2026.

Rhea-AI Summary

Kaltura, Inc. closed its previously announced acquisition of all issued and outstanding share capital of PathFactory Holdings ULC. The transaction was completed on April 1, 2026 for a total cash purchase price of $22,000,000, payable at closing.

The company notes that additional future cash and equity purchase price installments may be involved and characterizes related statements as forward-looking, highlighting that actual results could differ due to risks described in its Form 10-K and other SEC filings.

Rhea-AI Summary

Kaltura reported flat revenue but sharply higher profits for 2025 while doubling down on AI-driven products and acquisitions. Total revenue for 2025 was $180.9 million, up 1% year over year, while Adjusted EBITDA jumped to $18.6 million from $7.3 million, and non-GAAP net profit reached $11.5 million versus a loss in 2024.

In the fourth quarter, revenue was $45.5 million, with Adjusted EBITDA of $6.3 million, marking a tenth consecutive profitable quarter on this metric. Annualized Recurring Revenue was $168.2 million, a 3% decline, as Enterprise, Education and Technology segment revenue grew but Media & Telecom fell.

Kaltura closed the acquisition of eSelf.ai and agreed to acquire PathFactory for approximately $22 million in cash, aiming to strengthen its agentic AI capabilities. For 2026, it guides to total revenue of $181.2–$184.2 million and Adjusted EBITDA of $12.7–$14.7 million, reflecting ongoing AI-related investments and integration costs.

Rhea-AI Summary

Kaltura, Inc. (KLTR) furnished quarterly results and announced two corporate actions. The company entered a definitive agreement to acquire E‑Self.AI Ltd. for up to $20,000,000 in cash—$7,500,000 at closing and $12,500,000 in three contingent installments of $4,166,666 each—plus up to 4,690,025 newly issued common shares, payable in three equal installments on the first, second and third anniversaries, subject to founder/key employee retention. The equity portion represents approximately 3% of shares outstanding as of November 5, 2025. Closing is expected in Q4 2025, subject to customary regulatory approvals. The share issuance is exempt under Section 4(a)(2) and Regulation S.

Kaltura also repurchased 14,443,739 shares from Special Situations Investing Group II, LLC for $16,610,300, reflecting $1.15 per share, calculated at a 25% discount to the 30‑day average daily VWAP ending November 5, 2025.

Rhea-AI Summary

Kaltura, Inc. announced that John Doherty, its Chief Financial Officer, will resign effective December 5, 2025 to become CFO at a medical technology company. He will continue as CFO through the Separation Date and then serve as an advisor through March 31, 2026 to assist the transition. The company engaged an external search firm to identify a successor.

As part of the departure, Doherty will remain on base pay and benefits through the Separation Date and continue to receive equity vesting per his offer letter. He is eligible for a fixed portion of his 2025 annual cash bonus of $150,000, payable with other executives, and will receive a consultancy fee of $10,000 per month from the Separation Date through March 31, 2026. The filing also reaffirms the company’s third-quarter financial guidance previously disclosed on August 7, 2025.

Rhea-AI Summary

Kaltura (Nasdaq:KLTR) filed an 8-K disclosing the final voting results of its June 25 2025 Annual Meeting.

  • Quorum: 142.9 million shares, or 92.13% of outstanding stock, were represented.
  • Director elections: Ron Yekutiel (123.9 M for / 1.9 M withheld) and Eyal Manor (109.2 M for / 16.6 M withheld) were re-elected as Class I directors through 2028.
  • Auditor ratification: Kost Forer Gabbay & Kasierer (Ernst & Young Global) was approved with 142.5 M for, 0.1 M against, 0.26 M abstentions.

No additional proposals or operational updates were included.

Rhea-AI Summary

Kaltura (Nasdaq: KLTR) filed an 8-K announcing the Board’s Compensation Committee approved a new executive Severance Plan covering the CEO, CFO, CPO and CCO.

The plan grants:

  • Up to 12-month salary continuation (18 months for CEO) after involuntary termination within 12 months of a change-in-control (CIC), plus prorated or target bonuses.
  • Full acceleration of all unvested equity on a CIC termination.
  • Company-paid healthcare for up to 18 months (CEO) and excise-tax ‘best-net’ protection.
Outside a CIC, severance equals salary continuation for six months (12 months CEO) and continued vesting during the notice period.

The plan supersedes prior employment-agreement provisions and is conditioned on a release of claims.

While providing clarity on potential payouts—especially in a sale scenario—the arrangement introduces incremental costs and «golden-parachute» optics investors should monitor.