Investors might want to bet on Klaviyo, Inc. (KVYO) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends i ...

Shares of Klaviyo, Inc. (KVYO) have gained 20.7% over the past four weeks to close the last trading session at $29.49, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $43.5 indicates a potential upside of 47.5%.The average comprises 20 short-term price targets ranging from a low of $30.00 to a high of $60.00, with a standard deviation of $5.88. While the lowest estimate indicate ...

PresentationUnknown Executive Now we are going to start KDDI's earnings release conference for the second quarter of fiscal year ending March 2026. I'll be serving as the moderator. I am [ Hiraoka ] from Public Relations Department. Today, this earnings release in addition to the venue will be distributed on multiple channels, including YouTube. And the 3 types of documents related to earnings release are uploaded on the website of KDDI. And those who are in the venue, please refer to the handout. Let me i ...

Klaviyo (NYSE:KVYO) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Speaker2Please stand by. Good afternoon, everyone, and welcome to the Klaviyo third-quarter fiscal 2025 earnings conference call. To ask a question today, please press star one on your telephone keypad. Also, today's call is being recorded. With that, I would like to turn the call over to Andrew Zilli, Vice President of Investor Relations. Please go ahead, sir.Speaker0Good afternoon, and thanks for joining Klaviyo's third-quarter 2025 e ...

11.05.2025 Lifetime Data Retention Streaming Architecture High-Performance Indexing Forward-Looking Statements and Disclaimer This presentation includes certain "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Other than statements of historical facts, all statements contained in this presentation and accompanying oral commentary, including, but not limited to, statements about Klaviyo's outlook for the fourth ...

Customer Growth and Engagement - As of September 30, 2025, Klaviyo had over 183,000 customers, with a year-over-year growth of 36% in customers generating over $50,000 of ARR, increasing from 2,619 to 3,563 customers[118] - Klaviyo's land-and-expand strategy aligns revenue growth with customer success, as increased usage of the platform leads to higher subscription tiers and additional service adoption[105] - Klaviyo's KAV (Klaviyo Attributed Value) serves as a measure of the revenue generated for customers through its platform, illustrating the value provided to clients[121] Revenue Performance - Revenue for the three months ended September 30, 2025 increased by $75.8 million or 32.2%, reaching $310.9 million compared to $235.1 million for the same period in 2024[144] - Revenue for the nine months ended September 30, 2025 increased by $216.5 million or 32.4%, totaling $883.8 million compared to $667.3 million for the same period in 2024[145] - Sales to existing customers accounted for approximately 44% of the revenue increase for the three months ended September 30, 2025, while new customers contributed approximately 56%[144] - Sales to existing customers accounted for approximately 42% of the revenue increase for the nine months ended September 30, 2025, with new customers contributing approximately 58%[145] International Expansion - International sales accounted for 34.6% of total revenue for the nine months ended September 30, 2025, indicating significant growth in global markets[110] - The company has expanded its operations internationally, with new offices in Singapore and France in 2025, further enhancing its market presence[110] Product Development and Innovation - Klaviyo's platform has expanded its product offerings, including the introduction of Klaviyo B2C CRM and AI-powered solutions, enhancing customer engagement capabilities[101] - Klaviyo's investment in innovation has led to the development of advanced features in its platform, including AI capabilities for data segmentation and campaign orchestration[111] - The company aims to penetrate new industry verticals, such as education and travel, indicating a strategy for diversification beyond retail and eCommerce[114] Financial Performance and Expenses - The cost of revenue for the three months ended September 30, 2025 was $76.1 million, representing 24.5% of revenue, compared to 23.1% for the same period in 2024[143] - Gross profit for the three months ended September 30, 2025 was $234.7 million, which is 75.5% of revenue, down from 76.9% in the same period of 2024[143] - Selling and marketing expenses for the three months ended September 30, 2025 were $127.7 million, accounting for 41.1% of revenue, compared to 42.5% in the same period of 2024[143] - Research and development expenses for the three months ended September 30, 2025 were $72.7 million, representing 23.4% of revenue, slightly down from 23.7% in the same period of 2024[143] - General and administrative expenses for the three months ended September 30, 2025 were $45.3 million, which is 14.6% of revenue, down from 16.3% in the same period of 2024[143] Cash Flow and Liquidity - As of September 30, 2025, the company's principal sources of liquidity included cash, cash equivalents, and restricted cash totaling $981.0 million[164] - As of September 30, 2025, the company's total working capital increased to $882.5 million from $779.9 million as of December 31, 2024, representing a growth of approximately 13.2%[167] - Net cash provided by operating activities for the nine months ended September 30, 2025, was $124.8 million, an increase from $105.9 million for the same period in 2024, reflecting a growth of approximately 17.8%[171][173] - Cash, cash equivalents, and restricted cash at the end of the period increased to $981.0 million as of September 30, 2025, up from $827.9 million at the end of September 30, 2024, marking an increase of approximately 18.5%[171] - The company expects continued growth in cash balances as business operations expand, indicating a positive outlook for liquidity management[178] Investment Activities - Net cash used in investing activities for the nine months ended September 30, 2025, was $24.8 million, compared to $11.6 million for the same period in 2024, indicating a significant increase in investment activities[174][176] Debt and Obligations - The company had no debt as of September 30, 2025, which eliminates potential market risk for interest expense[184] - Noncancellable lease obligations as of September 30, 2025, totaled $142.3 million, with $25.3 million payable within the next 12 months[179] Currency and Risk Management - The company has not entered into any hedging arrangements for foreign currency risk, although it may consider doing so in the future[187]

Revenue Growth - Third quarter revenue reached $310.9 million, reflecting a 32% year-over-year growth[1] - Full-year 2025 revenue guidance raised to between $1.215 billion and $1.219 billion, indicating a 30% year-over-year growth[1] - Q4 2025 revenue guidance is projected between $331 million and $335 million, with a year-over-year growth rate of 23% to 24%[6] - For the nine months ended September 30, 2025, revenue was $883,824,000, a 32.4% increase from $667,300,000 in 2024[30] - Klaviyo's revenue for the three months ended September 30, 2025, was $310,880,000, representing a 32.1% increase from $235,094,000 in the same period of 2024[28] Profitability Metrics - Gross profit for Q3 2025 was $234.7 million, with a gross margin of 76%[5] - The gross profit for the same period was $234,737,000, with a gross margin of 75.5%, compared to a gross profit of $180,737,000 and a gross margin of 76.9% in 2024[36] - Non-GAAP operating income for Q3 2025 was $45.0 million, resulting in a non-GAAP operating margin of 14%[5] - For the three months ended September 30, 2025, Klaviyo reported a non-GAAP operating income of $44,979,000, compared to $33,710,000 in the same period of 2024, reflecting a year-over-year increase of 33.5%[38] - Non-GAAP net income for the three months ended September 30, 2025, was $55,389,000, up from $45,643,000 in 2024, representing a growth of 21.5%[40] Customer Growth - Customer base grew to over 183,000 as of September 30, 2025, up from over 157,000 a year prior[4] - The number of customers generating over $50,000 of ARR increased by 36% year-over-year, totaling 3,563 customers[4] Cash Flow and Assets - Cash from operating activities for Q3 2025 was $54.8 million, with free cash flow of $47.1 million[5] - Total current assets increased to $1,110,009,000 as of September 30, 2025, from $979,749,000 as of December 31, 2024[26] - Cash and cash equivalents rose to $980,267,000 as of September 30, 2025, compared to $881,473,000 at the end of 2024[26] - The company reported a net cash provided by operating activities of $54,760,000 for the three months ended September 30, 2025, compared to $38,784,000 in 2024[32] - Free cash flow for the three months ended September 30, 2025, was $47,055,000, compared to $34,246,000 in 2024, marking a year-over-year increase of 37.3%[45] Operating Expenses - Total operating expenses for the three months ended September 30, 2025, were $245,573,000, an increase from $194,015,000 in 2024, indicating a rise of 26.5%[43] - The non-GAAP total operating expenses for the nine months ended September 30, 2025, were $557,215,000, compared to $427,991,000 in 2024, representing an increase of 30.2%[54] - Stock-based compensation expense for the three months ended September 30, 2025, was $40,437,000, up from $31,557,000 in 2024[32] Net Loss and Improvement - Operating loss for the three months ended September 30, 2025, was $10,836,000, an improvement from a loss of $13,278,000 in 2024[28] - Klaviyo's net loss for the three months ended September 30, 2025, was $426,000, compared to a net loss of $1,345,000 in the same period of 2024[28] - The net loss for the three months ended September 30, 2025, was $426,000, significantly improved from a net loss of $1,345,000 in the same period of 2024[40] Liabilities - Klaviyo's total liabilities increased to $322,986,000 as of September 30, 2025, from $239,321,000 as of December 31, 2024[26] Operating Cash Flow Margin - Operating cash flow margin for the three months ended September 30, 2025, was 17.6%, compared to 16.5% in 2024, showing an improvement of 1.1 percentage points[45] - Non-GAAP operating margin for the three months ended September 30, 2025, was 14.5%, slightly up from 14.3% in 2024[38] Share Information - The number of shares used in non-GAAP per share calculations for the three months ended September 30, 2025, was 300,828,017 (basic), compared to 267,854,769 in 2024, indicating an increase of 12.3%[40]

Klaviyo, Inc. (NYSE:KVYO) is one of the Best Beaten Down Growth Stocks to Buy According to Analysts. Wall Street is bullish on Klaviyo, Inc. (NYSE:KVYO) ahead of its fiscal third-quarter results. The company is expected to release earnings on November 5, 2025. On October 21, Samad Samana from Jefferies initiated Klaviyo, Inc. (NYSE:KVYO) with a Buy rating and a $32 price target. The stock price has decreased 38.76% on a year-to-date basis, Samana noted in his research note that which was mainly due to AI ...

Klaviyo, Inc. (NYSE:KVYO) is one of the Stocks to Buy with Exponential Growth Heading into 2026. On October 22, Jefferies initiated coverage of the company’s stock with a “Buy” rating and a price objective of $32, as reported by The Fly. The firm highlighted that Klaviyo, Inc. (NYSE:KVYO)’s stock sold off significantly in 2025 because of AI concerns, just like its peers. However, the firm opines that the risk is more than priced in at the current valuation. Despite AI overhang taking time, the risk/reward ...

Core Insights - The article discusses the impact of recent economic trends on the investment banking sector, highlighting both opportunities and challenges faced by firms in the industry [1] Group 1: Economic Trends - Recent fluctuations in interest rates have led to increased volatility in the financial markets, affecting deal-making activities [1] - The ongoing geopolitical tensions are influencing investor sentiment, resulting in a cautious approach to new investments [1] Group 2: Investment Opportunities - There is a growing interest in sustainable finance, with firms increasingly focusing on ESG (Environmental, Social, and Governance) criteria in their investment strategies [1] - Technology-driven solutions are being adopted to enhance operational efficiency and client engagement, presenting new avenues for growth [1] Group 3: Challenges - Regulatory changes are creating additional compliance burdens for investment banks, impacting their operational costs [1] - Competition from fintech companies is intensifying, forcing traditional banks to innovate and adapt to maintain market share [1]