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:
以下是卡爾圖拉公司（KLTR）2024年第三季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
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年第三季度總收入爲4,430萬美元，同比增長2％。
第三季度的訂閱收入達到4,210萬美元，同比增長3％。
調整後的息稅折舊攤銷前利潤爲240萬美元，爲2020年第二季度以來的最高水平，這標誌着調整後的息稅折舊攤銷前利潤連續第五個季度實現盈利。
創紀錄的運營現金流爲1,070萬美元，較2023年第三季度的170萬美元大幅增加。
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 再次創下了創紀錄的 ARR 和創紀錄的 RPO。
該公司的總留存率繼續同比提高。
Kaltura宣佈了自2022年第四季度以來的最高水平的新訂閱預訂，其中包括來自不同行業和地區的兩筆七位數交易和22筆六位數的交易。
Kaltura推出了Kaltura內容實驗室，這是其視頻內容管理系統中的一個新組件，並在IBC 2024會議上展示了Gen AI功能。
Kaltura 獲得了兩個行業獎項：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.
訂閱預訂和總留存率的積極勢頭有望繼續，這將促進收入增長。
通過集成 Gen AI，有機會進一步實現數字化轉型和視頻內容體驗的擴散，從而擴大產品能力和市場覆蓋範圍。
隨着客戶將更多用例整合到Kaltura的平台上，每位客戶的平均訂閱收入有可能增加。
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，但新客戶的獲取仍然是一項挑戰，競爭激烈的市場可能會抑制更快的收入增長。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
