Klaviyo (KVYO) Conference Summary - August 11, 2025 Company Overview - Klaviyo is a platform that powers digital relationships primarily for B2C businesses, acting as the customer source of record for understanding customer interactions and data [3][4] - The company was founded in 2012, focusing on unifying siloed data systems for businesses of all sizes, initially starting with email marketing [5][6] Core Business Model - Klaviyo has evolved into a multiproduct company, offering services beyond email, including SMS, push notifications, marketing automation, and analytics [12][17] - The company emphasizes a customer-centric approach, unifying the entire customer journey across various digital touchpoints [15][19] Product Development and Strategy - Klaviyo is channel agnostic, planning to integrate new communication channels as they emerge [17][18] - Currently, approximately 95% of Klaviyo's business is focused on e-commerce, with expectations to expand into broader digital relationships [19] - The company is in the early stages of launching new service products, with three initial SKUs currently in beta [17][22] Market Position and Customer Segmentation - Klaviyo initially targeted SMBs for capital efficiency and rapid adoption, but is now moving upmarket to cater to larger brands [27][28] - The sales and customer support processes differ significantly between SMBs and larger enterprises, with a focus on optimizing experiences for larger customers [39][40] AI Integration - Klaviyo is leveraging AI to enhance customer experiences and improve operational efficiency, with a focus on product-led improvements [38][40] - AI is being integrated into the platform to automate tasks such as content generation for emails and text messages, enhancing the personalization of customer journeys [42][45] International Expansion - The company is actively expanding internationally, focusing on localizing products, messaging channels, and support [50][51] - Klaviyo aims to replicate its successful partnerships with platforms like Shopify in international markets [52][54] Pricing Strategy - Klaviyo has been adjusting its pricing strategy to align with the value provided to customers, moving away from outdated pricing models [56][59] - The company emphasizes clear and simple pricing structures to enhance customer experience [59][60] Exposure to Global Markets - Klaviyo has minimal exposure to revenue from China, with less than 2% of sales calls mentioning tariffs, indicating low impact from international trade issues [61][62] Conclusion - Klaviyo is positioned as a leader in the B2C digital relationship space, with a strong focus on data integration, customer journey unification, and leveraging AI for enhanced service delivery. The company is strategically expanding its product offerings and international presence while refining its pricing strategy to maximize customer value.

Klaviyo (KVYO) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsAndrew Zilli - VP - IRAndrew Bialecki - Co-Founder, CEO & ChairpersonAmanda Whalen - CFOGabriela Borges - MD - Software ResearchTerry Tillman - Managing DirectorJackson Ader - Managing DirectorDerrick Wood - Managing DirectorElizabeth Porter - Executive Director - Equity ResearchBrett Huff - Managing DirectorParker Lane - DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsRobert Morelli - Equity Resear ...

Klaviyo (KVYO) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to Klaviyo's Second Quarter Fiscal twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Session. With that, I would like to turn the call over to Andrew Zilli, Vice President of Investor Relations.Speaker1Good afternoon, and thanks for joining Klaviyo's second quarter twenty t ...

Q2 2025 Investor Presentation Lifetime Data Retention Streaming Architecture High-Performance Indexing 08.05.2025 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 Kla ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001-41806 Klaviyo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-0989964 (State or other jurisd ...

Klaviyo Announces Second Quarter 2025 Financial Results "Our second quarter results underscore Klaviyo's efficient growth at scale, as revenue increased 32% year-over-year to $293 million and we delivered more than $55 million in operating cash flow," said Amanda Whalen, CFO of Klaviyo. "This outstanding performance, driven by broad-based strength across customers and significant international growth, validates the critical value our unified B2C CRM platform delivers." Second quarter revenue of $293.1 milli ...

Core Insights - The article discusses the recent financial performance of a specific company, highlighting significant revenue growth and strategic initiatives that have contributed to its success [1] Group 1: Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $2.5 billion in the last quarter [1] - Net income rose to $300 million, reflecting a 15% increase compared to the previous year [1] - The company's earnings per share (EPS) improved to $1.50, up from $1.30 in the same quarter last year [1] Group 2: Strategic Initiatives - The company has launched a new product line that is expected to generate an additional $500 million in revenue over the next year [1] - Investments in technology and innovation have been prioritized, with a budget allocation of $200 million for research and development [1] - The company is expanding its market presence in Asia, targeting a 10% market share increase by the end of the fiscal year [1]

Summary of Klaviyo Conference Call Company Overview - **Company**: Klaviyo - **Industry**: Marketing Automation and Customer Engagement - **Current Revenue**: Guiding to $1.2 billion for the year, up from $700 million two years ago [3][4] Key Points and Arguments Growth and Customer Base - Klaviyo has over **169,000 customers**, ranging from small entrepreneurs to large brands like Hershey and Belkin [5] - The company has seen significant growth in the mid-market and enterprise segments, with over **1,000 customers** paying more than **$100,000** in annual recurring revenue (ARR) [6] - The average revenue from the top 10 customers has increased to over **$1.5 million** [6] International Expansion - Klaviyo's international business has grown significantly, with EMEA growth exceeding **40%** [8] - The company launched in **seven new languages**, which has accelerated international growth [8] Unique Value Proposition - Klaviyo measures success through a metric called **Klaviyo Attributed Value (KAV)**, which quantifies revenue generated through its platform [11] - Customers report returns of **10x** on their investment with Klaviyo, highlighting the platform's effectiveness in driving revenue [13] B2C CRM Vision - Klaviyo is evolving into a B2C CRM, focusing on first-party data to enhance personalized communication at scale [20][21] - The platform integrates data from various sources, including e-commerce and social media, to provide a comprehensive view of customer interactions [24] New Product Launches - The introduction of **Customer Hub** aims to streamline customer service interactions and turn service into a revenue driver [31] - Klaviyo's platform allows for seamless integration of marketing, service, and analytics, enhancing the customer experience [36] Market Position and Strategy - Klaviyo is positioned to capture a significant share of the retail market, with ongoing initiatives to expand into other verticals such as restaurants and hospitality [62][63] - The company is focused on cross-selling its products, leveraging existing customer relationships to drive growth [58] Resilience in Demand Environment - Klaviyo's pricing model is based on active consumer profiles, which provides stability during economic downturns [46] - Customers are generally optimistic and view Klaviyo as a critical tool for retaining engagement with loyal customers, even in challenging times [50] Future Growth Drivers - The company is seeing an increase in average revenue per customer, particularly as it moves into the mid-market and enterprise segments [54] - New customers are increasingly landing with multiple products, indicating a trend towards consolidation of services [57] Additional Important Insights - Klaviyo's approach to customer engagement is distinct from traditional advertising, focusing instead on nurturing existing relationships [51] - The company has been building its enterprise capabilities over the past few years, preparing for a more complex sales environment [42][43] This summary encapsulates the key insights from Klaviyo's conference call, highlighting the company's growth trajectory, strategic initiatives, and market positioning.

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures related to the author's position and affiliations [1][2]. Group 1 - No stock, option, or similar derivative positions are held by the author in any mentioned companies, nor are there plans to initiate such positions in the near future [1]. - The article expresses the author's personal opinions and does not involve compensation beyond that from Seeking Alpha [1]. - There is no business relationship between the author and any company mentioned in the article [1]. Group 2 - Past performance is noted as not guaranteeing future results, and no specific investment recommendations are provided [2]. - The views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [2]. - The analysts contributing to the platform may not be licensed or certified by any regulatory body, highlighting the need for caution in interpreting their analyses [2].

Core Viewpoint - Klaviyo, Inc. reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and showing a year-over-year increase from $0.13 per share [1][2] Financial Performance - The company achieved revenues of $279.83 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.60% and increasing from $209.99 million year-over-year [2] - Klaviyo has consistently surpassed consensus EPS estimates over the last four quarters [2] Stock Performance - Klaviyo shares have declined approximately 24% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $274.63 million, and for the current fiscal year, it is $0.56 on revenues of $1.15 billion [7] - The trend of earnings estimate revisions is mixed, which could change following the recent earnings report [6] Industry Context - The Internet - Software industry, to which Klaviyo belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]