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Klaviyo, Inc.

KVYO · Information Technology

Last earnings Aug 5, 2026

Key results

Revenuequarter

32%

Klaviyo delivered another standout quarter, with revenue growing 32% year-over-year to $293 million, underscoring the vital role our B2C CRM platform plays for over 176,000 customers globally, said Andrew Bialecki, co-founder and CEO of Klaviyo.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Drove continued international expansion with 42% year-over-year revenue growth in EMEA and APAC.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Our second quarter results underscore Klaviyo s efficient growth at scale, as revenue increased 32% year-over-year to $293 million and we delivered more than $55 million in operating cash flow, said Amanda Whalen, CFO of Klaviyo.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

During his time here, our revenue run rate grew from $660M to $1.1B.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue32%——

EX-99 · Aug 5, 2025

Guidance · company-stated

Direction: Raised

Revenue$293.1 million

“htm EX-99.1 Document Klaviyo Announces Second Quarter 2025 Financial Results Second quarter revenue of $293.1 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.195 billion to $1.203 billion, for year-over-year growth of 27% to 28% BOSTON, August 5, 2025 Klaviyo (NYSE KVYO), the only CRM built for consumer brands, today announced results for its second quarter ended June 30, 2025.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Share Repurchase Authorization On March 2, 2026, the Company announced that its board of directors (the Board of Directors ) authorized a share repurchase program (the Share Repurchase Program ), pursuant to which the Company may repurchase up to $ 500.0 million of its issued and outstanding shares of Series A common stock with no expiration date.

Repurchases under the Share Repurchase Program may be made from time to time in the open market, through privately negotiated transactions or other means, including pursuant to 10b5-1 plans, or any combination of the foregoing, and in compliance with applicable securities laws and other applicable requirements.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Recent Business Highlights Announced the public beta of Klaviyo Service, a disruptive suite of AI-powered tools that puts AI shopping agents, real-time customer data, and seamless service experiences within reach of every brand

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99.1 Document Klaviyo Announces Second Quarter 2025 Financial Results Second quarter revenue of $293.1 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.195 billion to $1.203 billion, for year-over-year growth of 27% to 28% BOSTON, August 5, 2025 Klaviyo (NYSE KVYO), the only CRM built for consumer brands, today announced results for its second quarter ended June 30, 2025.”

Revenue — Raised (“Raises”)
“htm EX-99.1 Document Klaviyo Announces Second Quarter 2025 Financial Results Second quarter revenue of $293.1 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.195 billion to $1.203 billion, for year-over-year growth of 27% to 28% BOSTON, August 5, 2025 Klaviyo (NYSE KVYO), the only CRM built for consumer brands, today announced results for its second quarter ended June 30, 2025.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Share Repurchase Authorization On March 2, 2026, the Company announced that its board of directors (the Board of Directors ) authorized a share repurchase program (the Share Repurchase Program ), pursuant to which the Company may repurchase up to $ 500.0 million of its issued and outstanding shares of Series A common stock with no expiration date.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Repurchases under the Share Repurchase Program may be made from time to time in the open market, through privately negotiated transactions or other means, including pursuant to 10b5-1 plans, or any combination of the foregoing, and in compliance with applicable securities laws and other applicable requirements.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

As part of the Share Repurchase Program, the Company entered into an 20 Klaviyo, Inc.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Notes to the Condensed Consolidated Financial Statements (Unaudited) accelerated share repurchase agreement (the ASR Agreement ) with a third-party investment bank (the Dealer ) to repurchase $ 100.0 million of shares of its Series A common stock.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

The share repurchase pursuant to the ASR Agreement resulted in an estimated excise tax liability of $ 0.8 million, which was recorded as a cost of the repurchase transaction and reflected as a reduction to stockholders equity and an increase to accrued expenses.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

The remaining portion to be repurchased pursuant to the ASR Agreement represented a forward contract indexed to the Company s own stock.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

Drove continued international expansion with 42% year-over-year revenue growth in EMEA and APAC.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Rowland will remain in his role until December 31, 2025, following which he will remain at the company as a strategic advisor to help with the transition until March 31, 2026.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

From the IPO to our continued momentum upmarket and expansion globally, it s been a privilege to help shape such an important chapter.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Current Period ARR includes any expansion, price increases, and customer subscriptions that are deactivated and subsequently reactivated during the applicable twelve-month period and reflects contraction or attrition over the last twelve months from this customer cohort, but excludes any ARR from new customers in the current period.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We believe NRR is a key performance metric to help investors and others understand and evaluate our results of operations in the same manner as our management team, as it represents the expansion in usage of our platform by our existing customers, which is an important measure of the health of our business and future growth prospects.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

Forward-looking statements reflect management s beliefs, expectations and assumptions about future events as of the date hereof, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

In light of the risks, uncertainties, assumptions, and other factors, the future events and trends discussed in this press release may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

SEC original ↗Klaviyo, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 46 Item 1A.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Exhibits 91 Signatures 93 2 Special Note Regarding Forward-Looking Statements This Quarterly Report on Form 10 Q contains forward-looking statements within the meaning of the federal securities laws, which are statements that involve substantial risks and uncertainties.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors described in the section titled Risk Factors and elsewhere in this Quarterly Report on Form 10-Q.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report on Form 10-Q.

SEC original ↗Klaviyo, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Documents

Earnings deck slides

0 decks with slide view

Klaviyo, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

32 documents

Earnings releases

10 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Klaviyo, Inc. are held in this edition of the library.

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