Klaviyo, Inc. Class A (KVYO)
NYSE:KVYO
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.16Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit revenue growth (+28% YoY), margin expansion to historical highs, enterprise and international acceleration, meaningful AI/product progress (Composer and Customer Agent), improved efficiency metrics, and a share repurchase program. The main risks discussed were rising carrier fees (which the company is currently absorbing), an upcoming CFO transition, early-stage monetization risk for new AI products, and typical seasonality in cash flow. On balance, the positive results, raised guidance, expanding profitability, and clear AI/product traction outweigh the manageable execution and cost risks highlighted.Company Guidance
Revenue Growth and Beat-and-Raise
Revenue increased 28% year over year to $358.0M in Q1 and the company beat Q1 expectations by roughly $10M; full-year 2026 revenue guidance was raised by $13M at the midpoint to $1.514B–$1.522B (≈23% YoY).
Margin Expansion and Profitability
Non-GAAP operating income was $59M representing a 16% non-GAAP operating margin (nearly +500 bps YoY), the strongest non-GAAP operating margin since IPO; Q1 was also the company's first quarter of positive GAAP operating margin since going public.
Enterprise Momentum and Large Deals
Customers with >$50k ARR grew 38% YoY to 4,175; closed the largest number of multi-million dollar ARR deals ever and expanded a single customer to over $6M ARR, signaling accelerating upmarket traction.
International Acceleration
Revenue outside the Americas grew 39% YoY in Q1; EMEA ex-UK revenue grew 51% YoY, and five of the top 10 largest new customers came from EMEA—demonstrating strong international market penetration.
AI, Agents and Product Momentum (Composer & Customer Agent)
Private preview of Composer launched; agent and model usage grew (models/features used by nearly two-thirds of customers). Early customer outcomes include a 40%+ increase in top-performing flow revenue for a leading apparel brand and Naked Wardrobe resolving 84% of conversations via Customer Agent with a 28% increase in average order value.
Platform Usage and Data Scale
Platform ingests almost 4 billion daily events across 8 billion consumer profiles; more than 196,000 brands are on the platform; consumer event volume from marketplace apps up 44% YoY; MCP usage rose >10% week-over-week in Q1 and top MCP users show ≈16% greater platform usage.
Efficiency & Productivity Gains
Annualized revenue per FTE exceeded $600k, up >25% YoY; non-GAAP operating expenses were 59% of revenue (down 560 bps YoY); the company shipped more than 75 features in Q1 and reported nearly double the code delivery rate per engineer versus a year ago.
Cash Generation and Capital Return
Trailing twelve-month free cash flow margin was 16%; Q1 free cash flow was $19M (≈5% margin) reflecting seasonality; Board authorized a $500M share repurchase program and completed a $100M accelerated buyback in April.
KVYO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KVYO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $23.33 | $15.81 | -32.23% |
Feb 10, 2026 | $21.12 | $20.34 | -3.69% |
Nov 05, 2025 | $26.88 | $28.80 | +7.14% |
Aug 05, 2025 | $30.70 | $35.31 | +15.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Klaviyo, Inc. Class A (KVYO) report earnings?
Klaviyo, Inc. Class A (KVYO) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Klaviyo, Inc. Class A (KVYO) earnings time?
Klaviyo, Inc. Class A (KVYO) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is KVYO EPS forecast?
KVYO EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.