Kaltura, Inc. (KLTR) Q3 2024 Earnings Call Transcript Summary
Kaltura, Inc. (KLTR) Q3 2024 Earnings Call Transcript Summary
Adjusted EBITDA was $2.4 million, the highest since Q2 2020 and marking the fifth consecutive quarter of adjusted EBITDA profitability.The following is a summary of the Kaltura, Inc. (KLTR) Q3 2024 Earnings Call Transcript:
以下是Kaltura, Inc. (KLTR) 2024年第三季度業績會交流文本摘要：
Financial Performance:
財務表現:
Total Q3 2024 revenue of $44.3 million, marking a 2% year-over-year increase.
Subscription revenue for Q3 reached $42.1 million, up 3% year-over-year.
Adjusted EBITDA was $2.4 million, the highest since Q2 2020 and marking the fifth consecutive quarter of adjusted EBITDA profitability.
A record cash flow from operations of $10.7 million, significantly improved from $1.7 million in Q3 2023.
2024年第三季度總營業收入爲4430萬美元，同比增長2%。
第三季度訂閱收入達到4210萬美元，同比增長3%。
調整後的息稅折舊及攤銷前利潤（EBITDA）爲240萬美元，自2020年第二季度以來最高，並標誌着連續第五個季度實現EBITDA盈利。
記錄的營運現金流爲1070萬美元，遠高於2023年第三季度的170萬美元。
Business Progress:
業務進展：
Kaltura achieved a record ARR and a record RPO once again.
The company continues to improve its gross retention rate year-over-year.
Kaltura announced new subscription bookings at the highest level since Q4 2022, including two seven-digit deals and 22 six-digit deals across various industries and geographies.
Kaltura has launched Kaltura Content Lab, a new component in their video content management system, and showcased Gen AI features at the IBC 2024 conference.
Kaltura was recognized with two industry awards: Best Overall Event Management Solution and Best Video Management Platform.
Kaltura再次實現了創紀錄的ARR和RPO。
公司繼續改善其年度毛留存率。
Kaltura宣佈自2022年第四季度以來訂閱預訂量最高，包括各行業和地理位置的兩筆七位數字交易和22筆六位數字交易。
Kaltura推出了Kaltura Content Lab，這是其視頻內容管理系統的一個新組件，並在IBC 2024會議上展示了Gen AI功能。
Kaltura榮獲兩項行業大獎：最佳整體活動管理解決方案和最佳視頻管理平台。
Opportunities:
機會：
Positive momentum in subscription bookings and gross retention poised to continue, contributing to revenue growth.
Opportunities for further digital transformation and proliferation of video content experiences with Gen AI integration, expanding both product capabilities and market reach.
Potential for increased average subscription revenue per customer as customers consolidate more use cases onto Kaltura's platform.
訂閱預訂量和毛留存的正面勢頭有望持續，爲營業收入增長做出貢獻。
有更多數字轉型和視頻內容體驗的機會，與Gen AI集成，擴展產品能力和市場覆蓋範圍。
客戶在Kaltura平台上整合更多用例，有望增加每位客戶的平均訂閱收入。
Risks:
風險：
Despite improvements, new customer acquisitions remain a challenge, with a competitive market possibly inhibiting quicker revenue growth.
儘管有所改善，但新客戶獲取依然是一個挑戰，競爭激烈的市場可能抑制了更快的營業收入增長。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
