Kaltura, Inc. Common Stock CG 46th Annual Growth Conference
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Yeah. We can kick things off. I'm DJ Hines. I'm the senior software analyst here at Canaccord Genuity. This is the investors who show up and ask all the smart questions.
This slide covers our forward-looking statements and non-GAAP definitions.
very thankful that everyone's here.
I think Happy to go into detail if you'd like.
Otherwise, let's continue. These are forward-looking statements.
Let me put it on mute.
Actual results may differ materially. Shall we move on to our vision for the new era of digital engagement?
How do you mute this computer? Anyway, let's do the demo quickly, and then I'll.
Yeah, I think, as you can tell, we're going to kick it off with some of the new kind of the transformation of the business from video content management to more digital experiences oriented. We can kind of bring some of that to light by running through a quick demo and showing you guys how the technology actually works. Then Ron and I can do a little bit of a fireside chat to iron out some of the finer points. But yeah, let's kick it off and see the tech.
Awesome. We'll just do a 2-minute demo.
Just a reminder for everybody, we're a 20-year-old video technology company, have been creating video solutions for the largest enterprises in the world, including many of the big schools and big media companies and big tech, and about $185 million in revenue. Just even a profitable, generating cash, and really in the business of now expanding and leapfrogging from the video business that we've done into what we call the rich Agentic experiences. Obviously, everybody's talking about agents. In our case, these are rich. Part of what we're doing is adding conversational avatars and tools for automatic creation of hyper-personalized content with and without avatars, and creating this flywheel of content that's created, managed, and then experiences that understand user, understand intent, and create a certain journey.
Ultimately, what these agents do is they take you throughout the entire employee and customer journeys, as well as specifically for learning, as well for media and telecom. The type of use cases that are applicable for this, in the employee case, it is for rich agents for onboarding, for training, for communication, for help desk. If it is the case for marketing and for customers, it is also SDRs and then customer care, and then customer training and onboarding and enablement, and then replacing or supporting teachers in schools and supporting your TV experience. There is quite a lot, and again, on the back of such amazing logos that we have. I could throw names later, but the best and brightest companies around the world that are already using us as a trusted advisor for experiences.
Now that these experiences could be personalized, interactive, conversational, and add on top of our existing experiences like events or otherwise, this is really, really exciting. We are in this pivot year or, if you may, kind of this expansion year. We will talk more about it. What I am going to show you here is just a small little piece. There is so much technology, so many different products, so many different things. But part of what we are doing for the last couple of quarters when we issue our earnings is we put our investor deck in the website together with my digital twin, if you may, that walks through the presentation. You can have full Agentic conversation. It knows which slide to take you to, also speaks multiple languages. I am going to show you in a second. Again, this is just a sub-example of what can be done.
This is not the classic only use case, albeit that we have people talking to us about this specific use case, and talking, taking people through slides and specifically even for financial purposes. Let me just very quickly show you and then come back. Yeah. Two minutes, really just to give you a feel.
I am going to relaunch this, and we will speak to Ron. The one caveat I will state is we are in an open room. Mic, no setup. We just stood at an open space, so hopefully there is no echoes or weird things that are going to hinder this. But let us go ahead and do this, and you can do this by yourself on our website.
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