Kaltura vs CS Disco
Kaltura is the larger business, with $181m of revenue in fiscal 2025 against $157m for CS Disco (1.2 times as much). CS Disco grew faster (8.3% against 1.2%). Kaltura kept more of each dollar of sales as profit: a net margin of -6.7% against -28.3%. CS Disco carries less debt relative to equity (0.0% against 462.9%).
| Latest fiscal year | KalturaKLTR, 2025 | CS DiscoLAW, 2025 |
|---|---|---|
| Revenue | $181m | $157m |
| Revenue growth | 1.2% | 8.3% |
| Net income | −$12.1m | −$44.4m |
| Operating margin | -2.7% | -30.7% |
| Net margin | -6.7% | -28.3% |
| Return on equity | -78.6% | -32.2% |
| Free cash flow | $13.9m | −$18.0m |
| Cash | $27.5m | $19.7m |
| Total debt | $29.3m | $0 |
| Debt to equity | 462.9% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $26.2m | $105,000 |
| Employees | 494 | 577 |
| Market value | $228m | $340m |
| Price vs our value range | — | — |
| Moat score | 26 (Weak) | 30 (Weak) |
| Insider trades, 12 months | 9 buys, 79 sales | 11 buys, 22 sales |