Kaltura raises 2026 guidance. Kaltura stock falls 1.68 percent

Published on 10/08/2026 at 19:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue rose 5.00 percent to USD 46.90 million. Kaltura stock costs EUR 1.17 on October 8, 2026 after EUR 1.19, down 1.68 percent.

Key points in brief

Kaltura raised its 2026 subscription revenue guidance to USD 176.60 million-USD 178.60 million.
Second-quarter 2026 revenue increased 5.00 percent year over year to USD 46.90 million.
Adjusted EBITDA rose 44.00 percent to USD 5.90 million in the second quarter of 2026.
The Lang & Schwarz price was EUR 1.17 on October 8, 2026, minus 1.68 percent versus EUR 1.19.

KLTR, US4834671061, Illustration mit AI erstellt.

Kaltura (ISIN US4834671061) was trading at EUR 1.17 at Lang & Schwarz on October 8, 2026 at 7:07 p.m. CEST, down 1.68 percent from the EUR 1.19 prior close. The company raised its 2026 subscription revenue guidance to USD 176.60 million-USD 178.60 million, as Benzinga reported on October 8, 2026.

AI deals support the raised outlook

For the second quarter of 2026, Kaltura generated USD 46.90 million in revenue, an increase of 5.00 percent year over year. Subscription revenue reached USD 45.60 million, up 8.00 percent year over year, while adjusted EBITDA rose 44.00 percent to USD 5.90 million, according to Benzinga on October 8, 2026.

The company signed 14 AI-related deals in the second quarter of 2026, twice its previous record, but their combined total contract value was USD 1.00 million. Kaltura also described more than 500 AI opportunities representing USD 17.00 million in non-weighted potential annual contract value, a pipeline figure rather than booked revenue.

Three milestones frame the transition

On August 5, 2026, Kaltura reported second-quarter revenue of USD 46.90 million, according to Benzinga. On September 28, 2026, the company won the 2026 Digiday Technology Award for Best Interactive Content Platform, according to Kaltura. On October 8, 2026, the earnings update put adjusted EBITDA at USD 5.90 million for the second quarter, the current milestone in the sequence.

What does the guidance mean for growth?

The raised full-year outlook sets total revenue at USD 183.00 million-USD 185.00 million, implying 1.00 percent-2.00 percent growth in fiscal year 2026. Adjusted EBITDA guidance stands at USD 15.80 million-USD 17.20 million, while management expects initial revenue from newer AI products in the second half of 2026 and a larger contribution in 2027.

The numbers show the tension in the strategy: adjusted EBITDA improved by USD 1.80 million year over year in the second quarter, but the AI pipeline remains weighted toward future conversion. Kaltura's Media and Telecom revenue declined 10.00 percent year over year to USD 10.10 million in the second quarter, while Enterprise, Education and Technology revenue increased 11.00 percent to USD 36.80 million.

Upcoming dates and the stock

Kaltura lists a Needham Virtual Tech Week meeting for November 18, 2026 and the Needham Growth Conference for January 12, 2027. These dates give investors two scheduled opportunities to assess whether the AI pipeline is converting into bookings and revenue.

On Nasdaq, KLTR was last at USD 1.31 at 1:15 p.m. ET on October 8, 2026. Kaltura's market capitalization was USD 197.0 million, while its Nasdaq 52-week range was USD 1.05-USD 2.05 as of October 8, 2026. The Lang & Schwarz quote therefore places the German-market reference at EUR 1.17 after EUR 1.19 at the prior close on October 7, 2026, with a minus 1.68 percent daily change. The further course of trading is shown by the continuously updated real-time quote of Kaltura stock.