Kaltura is a cloud-based enterprise video platform that organizations use to create, manage, and deliver video content across a range of use cases, including employee training, virtual events, learning management, customer engagement, and streaming services. Kaltura serves two segments: Enterprise, Education & Technology (EE&T, ~74% of revenue), which covers enterprises, universities, and government entities; and Media & Telecom (M&T, ~26% of revenue), which serves media companies and telecoms building cloud TV and OTT streaming platforms. Kaltura's customers are primarily large enterprises and institutions, including Fortune 500 companies, major universities, and regulated-industry organizations. Kaltura sells primarily through a direct enterprise sales force, with channel partners and cloud marketplaces providing supplementary distribution. Subscriptions account for roughly 95% of total revenue, with customers paying annual or multi-year recurring fees recognized ratably over the contract term. The primary growth lever is expansion within existing accounts — customers adding users, products, and use cases over time. Kaltura's growth strategy focuses on expanding its product portfolio into AI-assisted content creation and agentic AI experiences, including avatar-based conversational agents via the acquisition of eSelf AI. Kaltura is also adding product-led and developer-led sales motions to complement its direct enterprise model, and plans to deepen penetration within its existing customer base, which management views as a 3x revenue expansion opportunity relative to current spend.