KVYO · Klaviyo, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;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.
- + Q2 revenue of $370.6M grew 26% YoY and exceeded guidance
- + Raised FY26 revenue guidance by $12M at the midpoint to $1.526–$1.534B (~24% YoY)
- + Enterprise cohort scaled to 4,477 customers with $50K+ ARR, up 36% YoY
- + Composer reached 95,000 users in first month with strong enterprise and weekly-active usage
- + NRR improved to 109%, up 1 point YoY on expansion, cross-sell and retention
- + International revenue ex-Americas grew 35% YoY
- − Cut FY26 non-GAAP operating income guidance by $10M at midpoint to $212–$218M
- − $10–12M of FY26 P&L impact from the Agency acquisition costs
- − Non-GAAP gross margin contracted ~3 points YoY to 73.4% on text growth and carrier fees
- − NRR headwind from lapping last year's profile enforcement continues through Q1 next year
- − Spent ~$240M on share repurchases in Q2, reducing buyback capacity to $160M
- − Q3 guidance implies a step down: gross margin to decline slightly, and larger seasonal Q4 step-down on continued text mix
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
KVYO
this stock
Klaviyo, Inc.
|
$4.50B | -51.6% | +31.6% | 526.7 | 6.9% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KVYO | -6.3% | -23.8% | -11.6% | -23.6% | -51.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.6% | -23.9% | -23.8% | -23.0% | -63.4% |
Capital returns
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.