Core Insights - Klaviyo achieved a record $3.8 billion in Klaviyo Attributed Value (KAV), marking a 27% year-over-year increase, with nearly 20,000 customers experiencing their best sales day ever [1][2][6] Summary by Categories BFCM Performance - The five-day period from Thanksgiving to Cyber Monday (BFCM) was record-breaking, driven by loyalty and AI-powered personalization rather than deep discounts [2][4] - Same-site sales increased by 11% year-over-year, with revenue from repeat customers growing 13.5% year-over-year, indicating that loyalty tactics were more effective than blanket discounts [2][3] Consumer Behavior - Consumers exhibited more intentional purchasing behavior, with product views rising 41% year-over-year and average selling prices increasing by 4.8% [3][4] - Despite a 10% year-over-year drop in discount rates, demand remained strong, with brands offering smaller discounts seeing a 14% year-over-year growth [4][5] Role of AI - AI played a crucial role in enhancing consumer engagement, with over half of consumers planning to use AI assistants for shopping [7][8] - The use of AI-driven product recommendations surged by 45% year-over-year, leading to a 71% year-over-year increase in revenue from those messages [8][9] Cross-Channel Engagement - Text revenue for brands grew by 25% year-over-year, with email and text driving 42% of total revenue during the holiday weekend [12][13] - Cross-channel shoppers were significantly more engaged, placing 11% more orders and viewing 71% more products compared to those receiving messages on a single channel [13] Category Performance - Health & Beauty sales rose by 14% year-over-year, while Apparel sales increased by 11% year-over-year, showcasing strong performance across key categories [6][12]

Investor Day 2025 September 25, 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 Klaviyo's financial outlook, long-term financial targets, and Klaviyo's expectat ...

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 ...

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.