Kaltura Bets on Agentic AI to Drive Next-Gen Video Growth

Kaltura is expanding into agentic AI , combining its video infrastructure with conversational AI, avatars, personalized content and interactive interfaces rather than abandoning its core video business. The company serves more than 1,200 organizations, generates about $185 million in revenue, and is EBITDA profitable and cash-generating. The company is packaging the technology into two offerings: an AI-powered learning and enablement platform, and a revenue-engagement solution for marketing, sales and customer interactions. Kaltura reported 14 AI-related deals worth about $1 million in total contract value and has a pipeline of roughly 500 opportunities, with revenue impact expected to begin in the second half of the year and become more meaningful in 2027. Kaltura’s existing businesses remain mixed: its media and telecom segment faces churn and limited investment, while enterprise and education growth is roughly flat to low single digits. Management is targeting a return to double-digit growth, but the timing of its longer-term Rule of 30 goal depends on how quickly the AI initiatives gain traction. Kaltura NASDAQ: KLTR outlined its effort to expand beyond video content management into what Chief Executive Officer Ron Yekutiel called “agentic digital experiences,” combining the company’s video infrastructure with conversational AI, avatars, personalized content and interactive interfaces. Speaking at a Canaccord event, Yekutiel said the company, which has operated in video technology for about 20 years, serves more than 1,200 organizations and has approximately $185 million in revenue. He said Kaltura is EBITDA profitable and generating cash as it pursues the expansion. Get Kaltura alerts: Sign Up “This is not a pivot,” Yekutiel said. “This is another layer in our building.” AI Demo Highlights Conversational Interface Yekutiel demonstrated a digital avatar that could navigate Kaltura’s investor presentation, answer questions about the company’s products and customers, and respond in Japanese. The demonstration was presented as an example of the company’s conversational technology rather than its only intended application. According to Yekutiel, Kaltura’s platform includes rich-media creation, content management and conversational experiences. The company is adding capabilities including avatar-based conversations, automated personalized content creation, screen understanding, video-stream understanding and generative user interfaces. He said these tools could support employee onboarding, training, internal communications and help desks, as well as marketing, sales development, customer care and customer education. Kaltura also sees applications in education and television-related experiences. Yekutiel said Kaltura’s existing video assets and enterprise integrations provide a foundation for the effort. He cited the company’s management of 180 million assets and 60 petabytes of content, and said the technology can identify and deliver relevant segments of video content in real time. “Video could cease to be a supporting act and could be the main medium for the next-generation digital experience,” Yekutiel said. Two Solutions Target Learning and Revenue Engagement Kaltura is packaging its capabilities into two primary solutions. The first is focused on learning and enablement, including personalized, in-the-moment training for employees, customers, partners and educational users. The second is a revenue-engagement platform aimed at marketing, account-based marketing, sales development and sales enablement. For the revenue-focused offering, Yekutiel described AI-driven interactions such as personalized microsites, event follow-up experiences and aut...