Andrew Bialecki

“Klaviyo has scaled to nearly $1.5 billion in annualized revenue run rate, growing quarterly revenue 26% year-on-year. We signed our largest deal ever last quarter, an eight-figure multi-product contract with one of the fastest-growing brands in e-commerce.”

“We have entered the era of agents and infrastructure, at least so far as software is concerned, and our first quarter showed what that means for Klaviyo, Inc. Before I cover our results and highlight a few specific observations, I would like to take a few minutes to remind everyone of the opportunity AI presents and…”

“I think there's, you know, we think about, like, traditionally, you know, pre this wave of AI, how we thought about software. It's either, like, infrastructure, and we thought about that as primarily stuff that you sell to developers and developers use to build applications.”

“We grew revenue by 32% to $1.2 billion and delivered 14% non-GAAP operating margin. We're now serving more than 193,000 customers in over 100 countries, and we saw strong momentum across every part of the business, especially in our enterprise customer base and internationally.”

“We had an outstanding third quarter, delivering revenue of $311 million, dollars, up 32% year-over-year.”