News Summary:
On March 17, 2026, Kaltura signed a definitive agreement to acquire PathFactory, an AI-driven content intelligence and personalization platform, for approximately $22 million in cash. Expected to close in the second quarter of 2026, this acquisition aims to integrate an intelligence layer into enterprise video platforms, addressing how watching behavior relates to a customer's journey. Earlier on the same day, the company reported its Q3 FY 2025 numbers, with revenue reaching US$43.9 million, a basic EPS loss of US$0.02, and a net income loss of US$2.6 million (excluding extra items), indicating narrowed losses. Previously, also on March 17, Kaltura announced its Q4 and full-year 2025 earnings. For Q4, Non-GAAP EPS hit $0.03, beating consensus estimates by 4900%. Revenue for the quarter reached $45.5 million, surpassing analyst forecasts. Full-year 2025 revenue totaled $180.9 million, a 1% increase year-over-year, and Adjusted EBITDA surged over 150% to a record $18.6 million. Following the announcement, shares rose 0.74% in after-hours trading to $1.36.
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