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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Kaltura
Kaltura (KLTR) investor relations material
Kaltura Noble Capital Markets Virtual Equity Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Noble Capital Markets Virtual Equity Investor Conference summary2 Oct, 2026
Financial profile and core platform
20-year enterprise video SaaS business with 1,200 customers, including 25% of U.S. Fortune 100; reaches 10M people monthly, sometimes 20M, and has 600 employees.
2026 revenue guidance: $184M, up 2% YoY; 97% subscription revenue and 74% gross margin.
Adjusted EBITDA guidance of 16.5, raised twice; FY25 free cash flow was $13M, with positive FCF expected to continue.
Core offerings span video content management, cloud TV, video portals, LMS integrations and virtual events; virtual events launched in 2020, including AWS re:Invent with 600,000 registrants.
AI products and use cases
Strategy shifts video toward personalized, interactive and conversational experiences, including avatar agents and generative interfaces; eSelf was acquired in Nov. 2025.
PathFactory, acquired Apr. 1, 2026, adds experience intelligence and content sequencing; initial integration lets users run video within PathFactory, with agent integration planned over the next few quarters.
Customer applications include marketing and sales concierges, SDR and point-of-sale agents, customer care, remote field-service support, employee training and personalized tutoring.
Further use cases include interactive digital books and TV content discovery; new AI products are positioned as incremental add-ons to existing video and event offerings.
Demonstrations showed agents retrieving relevant video segments, generating flashcards and using screen and camera context for two-way interactions.
Market opportunity and commercial traction
Legacy video technology markets were described as stagnant post-COVID; the prior enterprise video, rich-media and Cloud TV opportunity was cited at $13B, with agentic engagement expanding the addressable market.
Gartner recognized rapid AI advances and governance capabilities; management also cited recent positive commentary from IDC, Forrester, Frost & Sullivan and ISG.
Last quarter: 14 AI-related deals with $1M TCV, roughly double prior AI opportunity count; pipeline exceeded 500 opportunities, including 60 active scoped POCs.
Management forecast a bookings pickup in H2 2026, continuing into 2027; platform expansion, cross-selling, new logos, channel opportunities and some core-business improvement are growth drivers.
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Latest events from Kaltura
- Transitioning to AI-driven digital experiences, the company targets accelerated growth and market expansion.KLTR
Canaccord Genuity's 46th Annual Growth Conference - Q2 2026 revenue rose 5% YoY to $46.9M, with record gross margin and strong AI deal momentum.KLTRQ2 2026
- AI-driven agentic experiences and new acquisitions set the stage for accelerated growth in 2026.KLTR21st Annual Needham Technology, Media, & Consumer Conference
- Directors and auditor were elected and ratified; no shareholder questions were addressed.KLTRAGM 2026
- Q1 2026 beat guidance, achieved positive cash flow, and advanced AI-driven product integration.KLTRQ1 2026
- Election of directors and auditor ratification are up for vote at the June 2026 virtual meeting.KLTRProxy filing
- Shareholders will vote on director elections and auditor ratification at a virtual annual meeting.KLTRProxy filing
- Q3 2025 saw record adjusted EBITDA, an AI acquisition, and a major share repurchase.KLTRQ3 2025
- Record revenue, margin expansion, and AI-driven growth position for continued profitability in 2025.KLTRQ4 2024
Next Kaltura earnings date
Q3 20269 Nov, 2026
Kaltura
Next Kaltura earnings date
Q3 20269 Nov, 2026
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Frequently asked questions
Kaltura, Inc. is an online video platform (OVP) with a cloud-based, open source platform. Kaltura Inc provides a range of products, solutions, and services for businesses and organizations and enables people to discover, create, distribute and monetize amazing media experiences.