Earnings summaries and quarterly performance for Klaviyo.
Executive leadership at Klaviyo.
Andrew Bialecki
Detailed
Chief Executive Officer
CEO
Amanda Whalen
Detailed
Chief Financial Officer
Carmel Galvin
Detailed
Chief People Officer
Chano Fernandez
Detailed
Interim Executive Officer
Ed Hallen
Detailed
Chief Strategy Officer
Landon Edmond
Detailed
Chief Legal Officer and General Counsel
Steve Rowland
Detailed
President
Board of directors at Klaviyo.
Research analysts who have asked questions during Klaviyo earnings calls.
Arjun Bhatia
William Blair
4 questions for KVYO
Also covers: AMPL, BAND, BRZE +19 more
Brent Bracelin
Piper Sandler Companies
4 questions for KVYO
Also covers: ADBE, AMPL, ASAN +20 more
David Hynes
Canaccord Genuity Group Inc.
4 questions for KVYO
Also covers: BIGC, BRZE, EVCM +17 more
Robert Oliver
Robert W. Baird & Co.
4 questions for KVYO
Also covers: AMPL, ASAN, AZPN +17 more
Terrell Tillman
Truist Securities
4 questions for KVYO
Also covers: , FIVN, INST +17 more
Derrick Wood
TD Cowen
3 questions for KVYO
Also covers: APPN, AVPT, BRZE +13 more
Elizabeth Porter
Morgan Stanley
3 questions for KVYO
Also covers: ADSK, AMPL, CXM +12 more
Gabriela Borges
Goldman Sachs
3 questions for KVYO
Also covers: AVPT, BIGC, BRZE +20 more
Raimo Lenschow
Barclays
3 questions for KVYO
Also covers: APPN, BASE, BIGC +35 more
Scott Berg
Needham & Company, LLC
3 questions for KVYO
Also covers: AMPL, BILL, BRZE +22 more
Brett Huff
Stephens Inc.
2 questions for KVYO
Also covers: BRZE, CSGP, DOMO +2 more
Jackson Ader
KeyBanc Capital Markets
2 questions for KVYO
Also covers: AKAM, AMPL, ASAN +13 more
Mark Zgutowicz
The Benchmark Company
2 questions for KVYO
Also covers: CART, CRTO, DASH +7 more
Michael Berg
Wells Fargo & Company
2 questions for KVYO
Also covers: BRZE, CSGS, CXM +5 more
Brett Knoblauch
Cantor Fitzgerald & Co.
1 question for KVYO
Also covers: APLD, AVPT, BITF +18 more
Carolyn Valenti
Goldman Sachs Group, Inc.
1 question for KVYO
Also covers: CCCS, VEEV
J. Parker Lane
Stifel
1 question for KVYO
Also covers: BLKB, HUBS, QTWO +1 more
Keith Weiss
Morgan Stanley
1 question for KVYO
Also covers: ADBE, APPN, BILL +19 more
Nicholas Altmann
Scotiabank
1 question for KVYO
Also covers: AMPL, APPN, BRZE +8 more
Nick Altmann
Scotiabank
1 question for KVYO
Also covers: AMPL, BRZE, GTLB +3 more
Parker Lane
Stifel Financial Corp.
1 question for KVYO
Also covers: BLKB, BRZE, CXM +15 more
Siti Panigrahi
Mizuho Securities
1 question for KVYO
Also covers: ADSK, BSY, CDNS +14 more
Recent press releases and 8-K filings for KVYO.
Klaviyo Discusses Strong Growth, AI Product Impact, and New Co-CEO Appointment
KVYO
Revenue Acceleration/Inflection
Product Launch
CEO Change
- Klaviyo is performing strongly with a run rate exceeding $1 billion, achieving over 30% annual growth, and consistently operating above the Rule of 40.
- The company's platform significantly contributed to customer sales during Black Friday/Cyber Monday, generating over $3.8 billion and representing 42% of their customers' total revenue for the period.
- Klaviyo has launched new AI-powered Marketing Agent and Customer Agent products, with early adoption already generating millions of dollars in incremental KAV and being monetized through usage-based and outcome-based models.
- International growth is a key driver, with the EMEA region growing 48% last quarter and international revenue now comprising approximately one-third of total revenue.
- Chano Fernandez has been appointed as co-CEO to accelerate Klaviyo's focus on AI, international expansion, and moving upmarket to enterprise businesses with over $50,000 in annual recurring revenue.
2 days ago
Klaviyo Highlights Strong Performance, AI Product Impact, and New Co-CEO
KVYO
CEO Change
Product Launch
Revenue Acceleration/Inflection
- Klaviyo reports a strong financial position with over $1 billion in run rate, growing north of 30% per year, and consistently delivering above the Rule of 40 since going public.
- During the recent Black Friday/Cyber Monday weekend, Klaviyo's customers generated over $3.8 billion in sales directly attributable to Klaviyo's marketing, representing 42% of their total revenue for that period.
- The company has launched new AI-powered products, including a Marketing Agent and Customer Agent, which are being monetized through usage-based fees and commissions on sales, demonstrating early success in driving incremental revenue for customers.
- Klaviyo is experiencing significant international growth, with its EMEA region growing 48% last quarter and international revenue now comprising roughly one-third of total revenue, while also strategically expanding into the enterprise market.
- Chano Fernandez (formerly co-CEO at Workday) has been appointed as co-CEO to help drive the company's focus on AI, international expansion, and enterprise market penetration.
2 days ago
Klaviyo Highlights Strong Growth, AI Integration, and Strategic Expansion
KVYO
CEO Change
Product Launch
Revenue Acceleration/Inflection
- Klaviyo reports a run rate north of a billion dollars, with over 30% annual growth and consistent performance above the Rule of 40.
- During Black Friday/Cyber Monday, Klaviyo's software helped businesses generate over $3.8 billion in sales, accounting for 42% of their total revenue over the holiday weekend.
- The company is expanding its product offerings with AI-driven Marketing and Customer Agents, monetizing the Customer Agent through usage-based fees and commissions on sales, and offering advanced Marketing Agent features via an additional tier.
- Klaviyo is experiencing strong international growth, with its EMEA region growing 48% last quarter, and international revenue now representing roughly a third of total revenue.
- Klaviyo is increasingly targeting enterprise businesses, evidenced by growth in customers with over $50,000 in ARR, and recently announced that Chano Fernandez will join as co-CEO to help drive international and enterprise expansion, and AI development.
2 days ago
Klaviyo Reports Record-Breaking 2025 BFCM Performance
KVYO
Revenue Acceleration/Inflection
New Projects/Investments
- Klaviyo's customers generated over $3.8 billion in Klaviyo Attributed Value (KAV) during the 2025 Black Friday Cyber Monday (BFCM) period, representing a 27% year-over-year increase.
- The company delivered more than 22.7 billion messages, up 25% year-over-year, and nearly 20,000 customers achieved their best sales day ever.
- Consumer spending rose 11% year-over-year during BFCM, with revenue from repeat customers growing 13.5% year-over-year, even as industry-wide discount rates fell 10% year-over-year.
- AI-powered recommendations significantly boosted engagement, with usage of AI-driven product recommendations jumping 45% year-over-year and revenue from these messages surging 71% year-over-year.
- Text revenue for brands grew 25% year-over-year, and cross-channel engagement (email and text) drove 42% of total revenue for Klaviyo customers during the BFCM period.
Dec 2, 2025, 9:06 PM
KVYO Reports Q3 2025 Results and Provides FY25 Guidance
KVYO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q3 2025, KVYO reported revenue of $311 million, marking a 32% year-over-year growth rate.
- The company achieved a Non-GAAP Operating Margin of 14% and a 15% TTM Free Cash Flow Margin for Q3 2025.
- Total customers reached 183,000+ as of September 30, 2025, with customers generating over $50,000 ARR growing 36% year-over-year to 3,563.
- KVYO provided guidance for full fiscal year 2025, expecting revenue between $1,215 million and $1,219 million, representing 30% year-over-year growth, and Non-GAAP Operating Income between $161.8 million and $164.8 million.
Nov 5, 2025, 9:30 PM
Klaviyo Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Highlights AI-Driven Growth
KVYO
Earnings
Guidance Update
Product Launch
- KVYO delivered a strong Q3 2025 with revenue of $311 million, up 32% year over year, and a non-GAAP operating margin of 14.5%. The company's Rule of 40 performance was nearly 47%.
- The customer base expanded to over 183,000, with a record 272 net adds in the $50,000+ ARR customer cohort, which now totals 3,563 customers. Net Revenue Retention (NRR) accelerated to 109%.
- International revenue grew 43% year over year, marking the sixth consecutive quarter of acceleration, with EMEA and APAC now accounting for over 35% of total revenue.
- KVYO launched its new Klaviyo Service product line (Customer Hub, Customer Agent, Help Desk), which has the fastest adoption rate of any product, and is heavily integrating agentic AI to enhance marketing and service offerings.
- The company raised its full-year 2025 revenue guidance to $1.215-$1.219 billion, reflecting 30% year-over-year growth, and projected at least 21%-22% revenue growth for 2026.
Nov 5, 2025, 9:30 PM
Klaviyo Reports Strong Q3 2025 Results and Raises Full-Year Guidance
KVYO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Klaviyo reported Q3 2025 revenue of $310.9 million, representing 32% year-over-year growth.
- The company raised its full-year 2025 revenue guidance to between $1.215 billion and $1.219 billion, projecting 30% year-over-year growth.
- For Q3 2025, Klaviyo achieved Non-GAAP operating income of $45.0 million with a 14% Non-GAAP operating margin, and Non-GAAP diluted net income per share of $0.18.
- Klaviyo's customer base grew to over 183,000 customers as of September 30, 2025, and customers generating over $50,000 of ARR increased by 36% year-over-year to 3,563. The Net Revenue Retention (NRR) was 109% as of September 30, 2025.
Nov 5, 2025, 9:09 PM
Klaviyo, Inc. Presents Investor Day Strategy and Financial Outlook
KVYO
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Klaviyo, Inc. presented its strategy to become the autonomous CRM for B2C, emphasizing AI and data as a competitive moat and driving growth through high-velocity product innovation.
- For the trailing twelve months (TTM) ended Q2 2025, Klaviyo reported revenue of $1,078 million and free cash flow of $94 million. The company also noted a 32% year-over-year revenue growth for Q2 2025.
- The company's financial framework targets a Non-GAAP operating margin of 15-17% by FY28 exit, with a long-term goal of over 20%.
- Klaviyo's growth strategy is fueled by three engines: expanding its multi-product platform, accelerating international growth, and increasing mid-market and enterprise momentum. The total addressable market is projected to grow from $68 billion at IPO to $160 billion for Autonomous CRM.
Sep 25, 2025, 5:15 PM
Klaviyo unveils new AI products, reports strong financial growth, and sets future margin targets
KVYO
Product Launch
Guidance Update
Revenue Acceleration/Inflection
- Klaviyo reported strong financial performance with over $1 billion in trailing 12-month revenue, an increase of 68% since its IPO quarter, and over $155 million in free cash flow, up 65%.
- The company introduced new AI-powered products, including a Marketing Agent and a Customer Agent, and announced the general availability of WhatsApp as a channel, expanding its omnichannel capabilities and Total Addressable Market (TAM) to $160 billion for B2C CRM.
- Klaviyo is driving growth through multi-product adoption, international expansion, and momentum in the mid-market and enterprise segments, serving over 176,000 customers globally with a Net Revenue Retention (NRR) of 108%.
- The company projects operating margins to expand from 12% (midpoint of fiscal year 2025 guidance) to 15% to 17% by fiscal year 2028, with a long-term target of 20%, driven by efficiency and AI integration.
Sep 25, 2025, 2:00 PM
Klaviyo Highlights Strong Growth and Future Market Expansion at Investor Day 2025
KVYO
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Klaviyo reported significant growth from IPO (Q3 2023) to Q2 2025, with revenue (TTM) increasing by 68% to $1,078 million and free cash flow (TTM) rising by 65% to $155 million.
- The company projects its total addressable market (TAM) to grow from $68 billion at IPO to $160 billion by 2026, driven by B2C CRM and future Autonomous CRM solutions.
- Growth is fueled by a multi-product platform, international expansion, and mid-market/enterprise momentum, with 54% of ARR derived from multi-product customers as of June 30, 2025.
- Klaviyo emphasizes high-velocity product innovation, investing 18% of revenue in R&D for the quarter ended June 30, 2025, and is building an AI-First B2C CRM, including the K:AI Customer Agent.
- The company has set a non-GAAP operating margin target of 15-17% for FY26-FY28, aiming for 20%+ long-term.
Sep 25, 2025, 2:00 PM
Quarterly earnings call transcripts for Klaviyo.
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