Verimatrix - Third-Quarter 2026 Anti-Piracy Revenue: $10.4 Million
Verimatrix reported Q3 2026 Anti-Piracy revenue of $10.4 million, up 20% year-over-year, marking a return to growth after its February 2026 divestiture of the XTD product line. Subscription ARR rose 13% to $16.6 million, and management confirmed its 2026 guidance, including Anti-Piracy EBITDA above $3 million. For Kaltura (KLTR), the release highlights the September 3, 2026 strategic partnership pairing Kaltura's Cloud TV platform with Verimatrix's content protection and anti-piracy solutions, with full customer migration planned over the coming months.
Key figures
- Revenue
- 10400000
- Revenue Yoy
- 20%
- Nine month revenue
- 31600000
- Subscription arr yoy
- +13%
- Anti piracy total arr
- 27800000
- Anti piracy subscription arr
- 16600000
- Confirmed 2026 ebitda target
- >$3 million
- Recurring subscription revenue q3
- 3900000
AI analysis
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