The earnings call highlighted strong revenue growth, successful international expansion, and the rapid adoption of AI-driven products, overshadowing uncertainties about the holiday season and the challenges of replacing legacy systems. Despite acknowledged risks, the company's strategic focus on AI and multiproduct growth positions it well for future success.

Company Guidance

During the Klaviyo Third Quarter Fiscal 2025 Earnings Call, guidance for the upcoming fiscal year was provided with several key metrics highlighted. Klaviyo reported a 32% year-over-year revenue growth to $311 million for the third quarter. The company expects revenue for the fourth quarter to be between $331 million and $335 million, which would represent a 23% to 24% year-over-year increase. For the full fiscal year, the revenue guidance was raised to $1.215 billion to $1.219 billion, indicating a 30% year-over-year growth. Klaviyo also reported a non-GAAP operating margin of 14.5% for the third quarter and aims for a 13% to 14% margin in the fourth quarter. The company's net revenue retention (NRR) accelerated to 109%, and the non-GAAP Rule of 40 performance reached nearly 47%. Looking ahead to 2026, Klaviyo anticipates at least 21% to 22% revenue growth, driven by ongoing international expansion, mid-market and enterprise momentum, and the adoption of new AI-powered products. The company is focusing on multi-product expansion and international acceleration, with EMEA and APAC revenue growing by 43% year-over-year.

Strong Revenue Growth

Revenue grew 32% year-over-year to $311 million, driven by robust demand from new customers and multiproduct expansion from existing ones.

International Market Expansion

Revenue in EMEA and APAC grew by 43%, marking the sixth consecutive quarter of accelerated international revenue growth.

AI-Driven Product Success

The new Klaviyo service product line, featuring AI capabilities, has seen the fastest adoption rate of any Klaviyo product, outpacing SMS at the same stage after launch.

High Customer Retention and Growth

Net Revenue Retention (NRR) increased to 109%, with record net customer additions in the $50,000-plus ARR cohort.

Positive Financial Metrics

Non-GAAP operating margin was 14.5%, with Rule of 40 performance of nearly 47%, indicating strong unit economics.

AI Integration and Market Leadership

Agentic AI integration is enhancing product offerings and market competitiveness, with AI-embedded features leading to significant increases in open rates and Klaviyo attributed value.

Klaviyo, Inc. Class A (KVYO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KVYO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	0.17 / -	0.07	―	―	―
Nov 05, 2025	2025 (Q3)	0.14 / 0.18	0.15	20.00% (+0.03)
Aug 05, 2025	2025 (Q2)	0.13 / 0.16	0.15	6.67% (+0.01)
May 06, 2025	2025 (Q1)	0.12 / 0.14	0.13	7.69% (+0.01)
Feb 19, 2025	2024 (Q4)	0.06 / 0.07	0.09	-22.22% (-0.02)
Nov 06, 2024	2024 (Q3)	0.11 / 0.15	0.093	61.29% (+0.06)
Aug 07, 2024	2024 (Q2)	0.10 / 0.15	0.09	66.67% (+0.06)
May 08, 2024	2024 (Q1)	0.11 / 0.13	0.017	664.71% (+0.11)
Feb 27, 2024	2023 (Q4)	0.08 / 0.09	-0.003	3100.00% (+0.09)
Nov 07, 2023	2023 (Q3)	0.05 / 0.09	-0.103	190.29% (+0.20)

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
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%
Feb 19, 2025	$47.00	$44.26	-5.83%

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 Mar 03, 2026, After Close (Confirmed).

What is Klaviyo, Inc. Class A (KVYO) earnings time?

Klaviyo, Inc. Class A (KVYO) earnings time is at Mar 03, 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?

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What is KVYO EPS forecast?

KVYO EPS forecast for the fiscal quarter 2025 (Q4) is 0.17.

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