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Klaviyo raised full-year 2026 revenue guidance to a range of $1.537 billion to $1.541 billion after Q3 revenue grew 25% to $387.2 million; operating income guidance rose to $233 to $236 million.
Klaviyo reported third-quarter revenue of $387.2 million, up 24.6% year over year, while net income turned positive from a net loss a year earlier.
Klaviyo reported third-quarter revenue of $387.2 million, up 25% year-over-year, and raised FY26 revenue guidance to $1.537 billion to $1.541 billion. The board also authorized a new $300 million share repurchase program.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Klaviyo beat Q2 revenue ($370.6M, +26% YoY) and raised FY26 revenue guidance by $12M at the midpoint to $1.526–$1.534B, while lowering FY26 non-GAAP operating income guidance by $10M (to $212–$218M) to absorb $10–12M of costs tied to its Agency acquisition.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| % of ARR from customers using 3 or more products | 20% | Q2 FY26 | — |
| Customers generating over $50,000 of ARR | 4,477 | Q2 FY26 | — |
| Dollar-Based Net Revenue Retention Rate | 109% | Q2 FY26 | — |
| Free cash flow non-GAAP | $101.43M | Six Months Ended June 30, 2026 | — |
| Free cash flow margin non-GAAP | 13.9% | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 74.5% | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross profit non-GAAP | $542.99M | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | $122.91M | Six Months Ended June 30, 2026 | — |
| Non-GAAP operating income non-GAAP | $109.51M | Six Months Ended June 30, 2026 | — |
| Non-GAAP operating margin non-GAAP | 15% | Six Months Ended June 30, 2026 | — |
| Operating cash flow margin non-GAAP | 17.6% | Six Months Ended June 30, 2026 | — |
| Total customers | 205,000 | Q2 FY26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
KVYO
this stock
Klaviyo, Inc.
|
$6.23B | -31.8% | +31.6% | 737.7 | 6.4% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Klaviyo reported third-quarter revenue of $387.2 million, up 25% year-over-year, and raised FY26 revenue guidance to $1.537 billion to $1.541 billion. The board also authorized a new $300 million share repurchase program.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KVYO | +6.9% | +29.6% | +53.0% | +9.9% | -31.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +4.3% | +30.7% | +52.5% | +10.1% | -42.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
