KALTURA INC. DL -,0001 Aktie

Kaltura is repositioning itself from a video platform to a provider of “Agentic Digital Experiences” with dialog‑oriented AI, avatars and personalized experiences. The company reports roughly $185 million in annual revenue, positive adjusted EBITDA and generating cash flow; second‑quarter revenues were in the mid‑to‑high $40 million range. In Q2 Kaltura closed 14 AI contracts with a total contract value of about $1 million and expects 2026 to remain a transition year, with clearer AI revenues in 2027 and a return to double‑digit growth (“Rule of 30”) targeted by 2028. The media and telecommunications business remains under pressure, while the corporate/technology segment shows low single‑digit growth; management stresses expanding the product portfolio, sales and cross‑selling potential. » Altro su de.investing.com

Kaltura has launched the "Avatar Video Production Studio," which automatically generates videos from text, slides or other videos and converts existing knowledge resources into avatar-hosted video experiences. Early users report about 90% lower production time and three- to five-fold higher content output without additional staff. The platform offers a video-to-live feature for seamless live interaction with avatars and is available now via demo; self-service purchases are planned for Q3 2026. » Altro su de.investing.com

Kaltura announced it is expanding its AI-powered platform with dedicated infrastructure in Frankfurt, Ireland, Sydney and Canada to meet data residency and compliance requirements. The regional deployments are intended to reduce latency and process AI services locally, including Agentic Avatars, AI Genie, Content Lab and REACH AI. The company recently saw its share price rise 13%, has a market capitalization of $190 million, revenue of $181 million and a gross margin of 71%; analysts expect earnings per share of $0.03 in 2026. » Altro su de.investing.com