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Klaviyo, Inc. Class A (KVYO)
NYSE:KVYO
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operating and financial results: robust revenue growth (+32% FY), expanding profitability (non-GAAP operating margin ~14%–15%), accelerating international and enterprise momentum, strong AI-driven product adoption (marketing and customer agents) with meaningful customer success examples, and raised but derisked guidance for 2026. Headwinds noted include an expected moderation in reported growth rate for 2026 versus 2025, early-stage monetization of service products (minimal in guidance), channel mix pressure on gross margin from text/WhatsApp, and execution risks as the company scales its enterprise go-to-market. On balance, the positive execution, cash generation, and product-led AI adoption materially outweigh the identifiable risks and early-stage uncertainties.Company Guidance
Strong Full-Year Revenue Growth
Full-year 2025 revenue of $1.234 billion, up 32% year-over-year, demonstrating broad-based growth across products and geographies.
Quarterly and Run-Rate Momentum
Q4 revenue of $350 million, up 30% year-over-year, driving an annualized revenue run rate to $1.4 billion.
Expanding Profitability and Cash Generation
Full-year non-GAAP operating income of $169 million (14% margin) with Q4 non-GAAP operating income $51 million (15% margin). Free cash flow surged 61% year-over-year to $87 million and full-year free cash flow margin of 16%.
Net Revenue Retention and Customer Expansion
NRR reached 110%, improving by more than 200 basis points year-over-year. Customers generating >$50k ARR grew 37% to 3,912, and the number of customers generating at least $1M ARR doubled year-over-year.
International Acceleration
International revenue growth accelerated to 42% year-over-year, with revenue outside the Americas now representing more than one-third of the business; notable country momentum in Italy (+41% YoY in Q4).
AI & Product Adoption — Marketing Agent
More than 50% of campaigns created by customers using Marketing Agent are now AI-generated. Customer example: Adelson saw open rates increase 50% and revenue per campaign grow 40% using Marketing Agent.
AI & Product Adoption — Customer Agent and Service
Customer Agent deployment delivered measurable service improvements: resolution rates increased by ~20 percentage points and monthly resolution volume rose >50% since Black Friday/Cyber Monday. Example: LifeStraw reported a 111% increase in AI-generated sales from agent recommendations and >100% increase in average order value.
Platform Scale and Data Advantage
Platform processed ~half a trillion customer interactions across 8 billion consumer profiles, generating ~3.7 billion daily signals and supporting 193,000+ customers in 100+ countries — a foundational dataset powering personalization and agents.
Customer Mix and Cross-Sell Progress
60% of ARR comes from multiproduct customers and over 15% of ARR from customers adopting at least three products. SMB+ mobile adoption notable with >29% of SMB+ customers using text and WhatsApp.
Raised 2026 Guidance from Strong Baseline
2026 revenue guidance raised to $1.501B–$1.509B (21.5%–22.5% growth) with projected non-GAAP operating income $218M–$224M (~14.5%–15% margin). Management emphasizes guidance is derisked and assumes minimal contribution from newest AI/service products.
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 |
|---|---|---|---|
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% |
May 06, 2025 | $31.60 | $33.62 | +6.39% |
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 May 13, 2026, After Close (Confirmed).
What is Klaviyo, Inc. Class A (KVYO) earnings time?
Klaviyo, Inc. Class A (KVYO) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KVYO EPS forecast?
KVYO EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.