Klaviyo, Inc. (KVYO) shares ended the last trading session 5.3% higher at $45.62. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 3.5% gain over the past four weeks.Klaviyo is benefiting from its expanding customer base, and increased demand for its integrated data and marketing platform across multiple industries.This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which r ...

Klaviyo (NYSE: KVYO ) has a strong competitive position and has built a moat around small and medium e-commerce businesses. Its relative and absolute valuation looks attractive. Looking at the opportunities and risks, it has strong opportunities for product expansion, market growth andI'm a long only investor using a combination of dual momentum with stock picking to achieve targeted returns of 12% per year. When I'm picking a stock I'm always trying to check if it beats the QQQ in the long run. By doing du ...

Boston, Jan. 11, 2025 (GLOBE NEWSWIRE) -- Consumer365 has identified Klaviyo as one of the top SMS marketing platforms for 2025. This recognition highlights Klaviyo’s ability to deliver personalized, data-driven messaging solutions that empower businesses to connect with their customers and achieve measurable results. Top SMS Marketing Platform: Klaviyo - a leading marketing automation platform that empowers businesses to deliver personalized, data-driven experiences across email, SMS, and other channel ...

Boston, Jan. 09, 2025 (GLOBE NEWSWIRE) -- Klaviyo, a leading marketing automation platform for e-commerce businesses, has been recognized as one of the best marketing automation tools by Consumer365, a publication known for its in-depth reviews of business tools and software. This recognition underscores Klaviyo’s role in helping small and medium-sized enterprises (SMEs) enhance customer engagement and optimize marketing strategies. Best Marketing Automation Tool Klaviyo - a leading AI-driven marketing ...

Boston, Jan. 09, 2025 (GLOBE NEWSWIRE) -- Consumer365 names Klaviyo as a top AI marketing software, spotlighting its comprehensive suite of tools that redefine customer engagement and marketing automation.  Top AI Marketing Tool Klaviyo - a unified marketing automation platform that leverages AI and customer data to deliver personalized, multichannel experiences across email, SMS, push notifications, reviews, web forms, and more This article is sponsored by Klaviyo. All opinions expressed are those of C ...

NEW YORK CITY, Nov. 28, 2024 (GLOBE NEWSWIRE) -- Expert Consumers, a leading authority in software reviews and analysis, has published a review of Klaviyo, naming it the best AI marketing software for 2024. The article explores Klaviyo’s AI features and how they benefit businesses in their marketing campaigns. Best AI Marketing Software Klaviyo - a leading AI-driven marketing platform that empowers businesses to optimize customer engagement and drive growth through personalized campaigns, predictive ...

My previous investment thought on Klaviyo (NYSE: KVYO ) (published on 3rd July) was a buy rating because of the strong value proposition that it offers to small and medium businesses (SMB), and because of this, growth should sustain atI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Klaviyo, Inc. (KVYO) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Klaviyo, Inc. is a member of our Business Services group, which includes 308 different companies and currently sits at #5 in the Zacks Sector Rank. The Zacks Se ...

Klaviyo, Inc. (KVYO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a c ...

Financial Data and Key Metrics - Revenue for Q3 2024 was $235 million, representing a 34% year-over-year growth [7][39] - Non-GAAP operating margin was 14%, consistent with previous quarters [39] - The company added over 6,000 new customers, bringing the total customer base to more than 157,000, up 16% year-over-year [40] - Free cash flow for the quarter was $34 million, up 57% from the prior year [53] Business Line Data and Key Metrics - SMS adoption continues to grow, with more than 80% of the top 50 customers now using Klaviyo SMS [45] - The company expanded its SMS coverage to 18 countries, including recent additions in Norway, Denmark, Sweden, Finland, Italy, and Portugal [17] - The Reviews product saw a 27% increase in the number of reviews collected by Happy Wax over their first 100 days using the product [25] - The CDP (Customer Data Platform) product is gaining traction, with customers leveraging it for advanced analytics and data governance [94][96] Market Data and Key Metrics - International revenue grew 41% year-over-year, with EMEA delivering 45% growth and APAC accelerating from last quarter [48] - The company expanded its product availability to five new languages: German, Portuguese, Korean, Spanish, and Italian, bringing the total to seven languages [19] - Notable international wins include The Body Shop, Minelli, and Passionata, all of which are leveraging Klaviyo for personalized communications [87] Company Strategy and Industry Competition - Klaviyo is focused on four primary growth vectors: adding new customers, growing in the mid-market, expanding with existing customers, and expanding internationally [40] - The company is investing in AI-driven tools to enhance productivity, deepen customer engagement, and drive revenue growth [20][21] - Klaviyo is differentiating itself through vertical integration, making its platform fast to implement, easy to scale, and capable of handling complex use cases [8][26] - The company is also expanding its ecosystem of third-party partners, with 20 new applications added to the integration directory in the last three months [31] Management Commentary on Operating Environment and Future Outlook - Management highlighted the softness in the SMB market but noted strength in the entrepreneur and high-end market segments [40] - The company expects continued pressure on customer expansion, particularly in the SMB space, due to macroeconomic factors [47] - For Q4 2024, the company expects revenue to be between $256 million and $258 million, representing 27% to 28% year-over-year growth [54] - Full-year revenue guidance was raised to $923 million to $925 million, with a non-GAAP operating margin of 11% [56] Other Important Information - Klaviyo announced two new leadership hires: Surabhi Gupta as Chief Technology Officer and Adil Wali as Chief Product Officer [37] - The company is implementing a new employee cash bonus program, which will impact Q4 operating income by approximately $10 million to $13 million [55] - Klaviyo is preparing for the holiday season, with a dedicated Black Friday Cyber Monday hub to help customers plan and strategize [36] Q&A Session Summary Question: Customer Acquisition Channels - Klaviyo's customer acquisition channels include inbound marketing, partnerships with digital agencies and platforms like Shopify, and a sales-driven motion for mid-market and enterprise customers [61][62] - The company is seeing strength across all channels, particularly in the entrepreneur segment and the high-end market [63][64] Question: Macroeconomic Impact on SMB Segment - The company noted consistent softness in the SMB segment due to macroeconomic pressures, with customers focusing on the ROI of their software spend [68][69] - Despite the challenges, Klaviyo remains a must-have platform for customers, driving strong results across diverse customer segments and geographies [70][71] Question: Impact of New Leadership Hires on Technology - The new CTO and CPO bring experience in scaling world-class businesses and will focus on building scalable, reliable, and secure systems to support Klaviyo's growth [74][76] Question: Vision for the Next $1 Billion in ARR - Klaviyo plans to expand its product portfolio beyond email and SMS, focusing on mobile, social channels, and CDP to drive growth [79][81] - The company is open to M&A opportunities but will also rely on its ecosystem of partners to address various use cases [83] Question: International Expansion Progress - Klaviyo is seeing strong growth in international markets, particularly in EMEA, with notable wins in France, Germany, Spain, and Finland [86][87] - The company is adding local language-speaking sales reps to support international growth and is expanding its product capabilities in multiple languages [87][89] Question: Cross-Sell and Upsell Opportunities - SMS adoption is strong, with 80% of the top 50 customers using Klaviyo SMS, and the company is expanding SMS coverage and integrations [92] - The CDP product is gaining traction, with customers using it for analytics and data governance, leading to faster ROI [94][96] Question: NRR Decline and Future Growth - The decline in NRR is driven by softness in customer expansion, particularly in the SMB segment, and the trend of customers landing larger with multiple products upfront [99][101] - The company expects the NRR decline to continue in the near term but remains optimistic about cross-sell opportunities with SMS, CDP, and Reviews [102][103] Question: Upmarket Traction and Competitive Dynamics - Klaviyo is competing with legacy marketing vendors and is seeing success in displacing older technologies, particularly in the mid-market and enterprise segments [108] - The company expects to grow with its upmarket customers by expanding across business units and geographies [109] Question: Q4 Margin Expectations - Q4 operating margins are expected to decline due to seasonal factors, including increased email and SMS sending volumes and higher marketing expenses [112] - Excluding the impact of the new cash bonus program, Q4 operating margins would be in line with previous guidance [112] Question: Seasonality of New Customer Adds and SMS Volume - Q4 is historically a strong quarter for new customer adds, particularly in the lower end of the market, as customers prepare for the holiday season [115] - SMS volume is expected to be seasonally strong during the holiday period, with customers adding more subscribers and being intentional about message frequency [117][118] Question: Upmarket Pipeline and Seasonality - The company expects upmarket customer decisions to materialize post-holidays, with many customers making tech stack upgrades in January [121][122] Question: Shopify's Enterprise Expansion Impact on Klaviyo - Klaviyo's partnership with Shopify continues to strengthen, particularly as Shopify expands into the enterprise market, with both companies working together to integrate commerce and marketing [124][126] Question: Connecting Klaviyo to Ad Audiences - Klaviyo is integrating with ad platforms like Google, Meta, and TikTok to help customers with demand generation and customer acquisition [130][132] - The company is enabling customers to pass data back to ad platforms for better targeting and improved acquisition funnel performance [133]