Klaviyo
Unifies customer data with marketing automation, analytics, and customer service for B2C brands.
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Profile
The platform combines marketing automation, data and analytics, customer service, Reviews, and a customer-data platform for consumer brands. Its product evolution began with a customer database, then added email, SMS, and a broader B2C CRM.
Marketing automation, analytics, customer service, Reviews, and a customer-data platform form the B2C CRM offering for consumer brands. Email and SMS grew from the original customer database; more recently, marketing and customer agents extend the AI-first CRM framing.
The platform is built around brands using their own customer data and direct interactions, rather than relying solely on third-party marketplaces or advertising networks. International operations include offices in the United Kingdom, Australia, and Ireland.
A strategic Shopify relationship connects the company to the Shopify ecosystem. The Gatsby acquisition brought social-channel signals into the platform.
Company facts
Categories
Key statistics
Year to date −31.2% · Average volume (30d) 6.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Morgan Stanley | Target | $34 | $31 | ||
| Aug 6, 2026 | Robert W. Baird | Target | $34 | $25 | ||
| Aug 6, 2026 | Piper Sandler | Reiterate | Overweight | $26 | $23 | |
| Aug 6, 2026 | Truist Financial | Target | $35 | $30 | ||
| Aug 6, 2026 | BTIG | Reiterate | Buy | $30 | $25 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.19 | $0.19 | −0.1% | $362.1M | $370.6M | +2.3% | −13.32% |
| May 5, 2026Q1 FY26 | $0.19 | $0.22 | +15.8% | $348.6M | $358.0M | +2.7% | −32.23% |
| Feb 10, 2026Q4 FY25 | $0.17 | $0.19 | +11.8% | $334.0M | $350.2M | +4.9% | −3.69% |
| Nov 5, 2025Q3 FY25 | $0.14 | $0.18 | +28.9% | $300.4M | $310.9M | +3.5% | +7.14% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $279.8M | $293.1M | $310.9M | $350.2M | $358.0M | $370.6M | |
| Gross profit | $212.1M | $221.9M | $234.7M | $252.8M | $268.9M | $269.1M | |
| Operating income | −$23.8M | −$31.3M | −$10.8M | −$1.8M | $1.7M | −$15.0M | |
| Net income | −$14.1M | −$24.3M | −$426.0K | $7.0M | $9.0M | −$8.8M | |
| Diluted EPS | −$0.05 | −$0.09 | −$0.00 | $0.02 | $0.03 | −$0.03 | |
| Gross margin | 75.8% | 75.7% | 75.5% | 72.2% | 75.1% | 72.6% | |
| Operating margin | -8.5% | -10.7% | -3.5% | -0.5% | 0.5% | -4.0% |
Fiscal years (4-quarter sums)FY22 $477.6M · FY23 $698.1M · FY24 $937.5M · FY25 $1.23B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $832.6M · Total debt $113.9M · Total assets $1.38B · Shareholders' equity $967.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 299.28M · Float —
Float — provider float is below the insider stake.
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Andrew Bialecki · director, 10 percent owner, officer: Co-Chief Executive Officer | 66.73M | 22.30% | Form 4 | May 28, 2026 |
| Shopify Strategic Holdings 3 LLC · 10 percent owner | 16.97M | 5.67% | Form 4 | Apr 29, 2026 |
| Summit Partners L P · 10 percent owner | 11.14M | 3.72% | Form 4 | Aug 13, 2026 |
| Accomplice Fund I, L.P. | 11.11M | 10.50% | 13G | May 7, 2025 |
| Capital International Investors | 10.48M | 3.50% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Amanda Whalen | officer: Chief Financial Officer | −14,000 | $18.47 |
| Aug 11, 2026 | Summit Partners L P | 10 percent owner | −5,000,000 | $17.71 |
| Jul 16, 2026 | Amanda Whalen | officer: Chief Financial Officer | −14,000 | $17.75 |
| Jun 18, 2026 | Amanda Whalen | officer: Chief Financial Officer | −14,000 | $13.23 |
| May 26, 2026 | Andrew Bialecki | director, 10 percent owner, officer: Co-Chief Executive Officer | −212,529 | $14.61 |
Peers
- Braze
Cross-channel customer engagement and journey orchestration
- Intuit
SMB email, SMS, segmentation, and automated customer journeys
- Salesforce
Enterprise marketing automation and B2C customer-data platform
- Adobe
Enterprise omnichannel journeys and real-time customer engagement
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Klaviyo | $20.00 | −0.79% | $6.03B | 955.0 | 21.4 | 4.3 | +26.4% |
| Braze | $34.53 | 0.00% | $3.89B | — | 48.1 | 4.9 | +30.2% |
| Intuit | $358.02 | +0.02% | $97.94B | 21.7 | 13.4 | 4.6 | +13.7% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| Median | 21.7 | 15.5 | 4.7 | +13.2% |