Klaviyo, Inc., a technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers Klaviyo, a cloud-native platform for data store, segmentation engine, campaigns and flows, and messaging infrastructure. It also provides email to send personalized marketing emails, including drag-and-drop email templates to edit and customize pre-built templates; email campaigns and automations with smart send time features, generative artificial intelligence for subject line creation, A/B testing tools, and consumer list segmentation; short message services to send targeted marketing text messages to consumers, as well as built-in contact cards to ensure that texts does not appear as random numbers; and push, a personalized push notification to engage with consumer. In addition, the company offers other applications, such as reviews, which collect product reviews; and customer data platform that allows to manage, deploy, transform, and sync data. It serves its products to entrepreneurs, small and medium-sized businesses to mid-market businesses, and enterprises. The was incorporated in 2012 and is headquartered in Boston, Massachusetts.

Klaviyo, Inc. Series A

Сильный индекс, незначительно вырос. Быки крепко уверены в своих позициях.

Strong index, slightly up. The bulls are very confident in their positions.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Сильный индекс, значительно упал. Отток средств из лонгов на высоком уровне.

Strong index, significantly down. Outflow of funds from longs at a high level.

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Klaviyo (KVYO) Q2 2026 Earnings Call Transcript

(RTTNews) - Klaviyo, Inc. (KVYO), an autonomous B2C customer relationship management software company, on Monday announced the appointment of Erica Smith as Chief Financial Officer, effective September 1, 2026.
Smith will succeed Amanda Whalen, who had announced her plan to step down as CFO in May. Whalen will remain with the company until September 4, 2026, and then move into an advisory role through November 2026 to support a smooth transition, Klaviyo said.
Smith joins from CyberArk, recently acquired by Palo Alto Networks, where she served as CFO.
On NYSE, shares of Klaviyo are currently gaining 1.98 percent, changing hands at $17.25.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Klaviyo Appoints Erica Smith As CFO

Klaviyo (NYSE: KVYO) is under pressure amid concerns about slowing growth, but the business still shows strong revenue growth, improving profitability, and a broader artificial intelligence-powered platform strategy. The stock's decline creates a real investor dilemma: is this a warning sign, or a misunderstood growth story hiding in plain sight?
Stock prices used were the market prices of June 2, 2026. The video was published on June 11, 2026.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Should you buy stock in Klaviyo right now?
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Could This Beaten-Down Software Stock Be a Millionaire-Maker?

Key Points
12 West Capital exited its entire position of 1,838,000 shares in Klaviyo last quarter; the estimated trade size was $39.42 million (based on quarterly average prices).
The quarter-end position value declined by $59.68 million as a result of the exit.
The change represented roughly 7% of the fund’s reportable U.S. equity assets under management (AUM).
On May 15, 2026, 12 West Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its stake in Klaviyo (NYSE:KVYO), exiting 1,838,000 shares in a transaction estimated at $39.42 million based on quarterly average pricing.
What happened
According to a SEC filing dated May 15, 2026, 12 West Capital Management sold its entire holding of 1,838,000 shares in Klaviyo, with an estimated transaction value of $39.42 million based on the mean unadjusted close for the first quarter of 2026. The fund reported zero shares and zero dollar value in the position as of March 31, 2026. The quarter-end position value decreased by $59.68 million as a result of the exit, reflecting the previous period’s quarter-end position value.
What else to know
Top holdings after the filing:
NYSE: SHAK: $110.02 million (18.6% of AUM)
NASDAQ: GDS: $103.81 million (17.5% of AUM)
NYSE: TBBB: $80.92 million (13.7% of AUM)
NYSE: RBLX: $53.73 million (9.1% of AUM)
NYSE: TOST: $33.08 million (5.6% of AUM)
As of Friday, shares of Klaviyo were priced at $14.87, down about 55% over the past year and well underperforming the S&P 500, which is up about 28% in the same period.
Company overview
Revenue (TTM)
$1.31 billion
Net income (TTM)
($8.64 million)
Market capitalization
$4.5 billion
Price (as of Friday)
$14.87
Company snapshot
Klaviyo provides a software-as-a-service platform for marketing automation, including email, SMS, push notifications, product reviews, and a customer data platform.
The firm serves individuals, small and medium enterprises, and companies in North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand.
It was founded in 2012 and headquartered in Boston, Massachusetts.
Klaviyo, Inc. is a technology company specializing in marketing automation and customer data infrastructure for digital businesses. The company leverages a scalable SaaS model to deliver personalized messaging and analytics capabilities, enabling clients to optimize customer engagement and retention strategies. With a focus on ecommerce and data-driven marketing, Klaviyo differentiates itself through integrated tools that support targeted communication and actionable insights at scale.
What this transaction means for investors
Klaviyo shares have been crushed over the past year, but the business itself is still growing at a pace that some software companies would envy. Still, 12 West Capital decided to throw in the towel amid what may have just been too steep of losses, paired with an unclear timeline for a turnaround.
In its latest quarter, though, revenue climbed 28% year over year to $358 million, while the company swung from an operating loss a year ago to positive operating income and posted a record 16.4% non-GAAP operating margin. Management was confident enough to raise full-year revenue guidance to as much as $1.522 billion and authorize a $500 million share repurchase program.
Cofounder and co-CEO Andrew Bialecki said the company's autonomous AI strategy is beginning to "take hold," and pointed to stronger customer adoption across the platform. Klaviyo ended the quarter with more than 196,000 customers, while customers generating over $50,000 in annual recurring revenue grew 38% year over year. Net revenue retention, meanwhile, improved to 110%.
For long-term investors, the disconnect between stock performance and operating performance is the real story, and the risk is that growth slows. The opportunity, on the other hand, is that Klaviyo continues executing while sentiment remains depressed. If management can sustain growth and expand the firm’s margins, today's share price may eventually look more like a temporary setback than a verdict on the business.
Should you buy stock in Klaviyo right now?
Before you buy stock in Klaviyo, consider this:
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends BBB Foods, Roblox, and Toast. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This SaaS Stock Raised Its 2026 Outlook. A Fund Just Exited a $39 Million Stake

Key Points
Director Susan St. Ledger sold 9,334 Series A shares on May 18, 2026, for a transaction value of ~$133,000, with an average price around $14.27 per share.
This transaction represented 46.04% of St. Ledger's direct Series A holdings, reducing her direct Series A position from 20,273 to 10,939 shares.
The trade was executed directly and involved conversion of derivative securities; no indirect holdings or gifts were reported in this filing.
Susan St. Ledger, a member of the Board of Directors at Klaviyo, disclosed the sale of 9,334 shares of Series A Common Stock for a transaction value of approximately $133,000, as reported in the SEC Form 4 filing.
Transaction summary
Shares sold (direct)
9,334
Transaction value
~$133,000
Post-transaction shares (direct)
10,939
Post-transaction value (direct ownership)
~$156,000
Transaction and post-transaction values based on SEC Form 4 weighted average price ($14.27).
Key questions
How does this sale compare to St. Ledger's historical trading patterns?
The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence.
What is the significance of the derivative context in this transaction?
The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity.
How does this transaction affect St. Ledger's overall ownership and control?
While her direct Series A stake decreased by 46.04%, her remaining direct Series A holdings total 10,939 shares after the transaction.
What is the market context for this sale?
The transaction occurred at prices around $14.27 per share, near the May 18, 2026 close of $14.61 and after a one-year price decline of 55.88%.
Company overview
Price (as of market close May 18, 2026)
$14.61
Market capitalization
$4.45 billion
Revenue (TTM)
$1.31 billion
1-year price change
-55.88%
* 1-year performance calculated using May 18, 2026 as the reference date.
Company snapshot
Klaviyo offers a software-as-a-service platform for marketing automation, including email, SMS, push notifications, product reviews, and a customer data platform.
It generates revenue through subscription fees for its cloud-based marketing solutions, targeting scalable usage by businesses of various sizes.
The company serves individuals, small and medium enterprises, and businesses primarily in North America, Western Europe, Canada, the UK, Australia, and New Zealand.
Klaviyo operates at scale as a leading provider of data-driven marketing automation tools, enabling clients to deliver personalized communications across multiple digital channels. The company leverages a robust SaaS model that supports recurring revenue and high customer retention. Its competitive edge lies in its integrated platform and focus on actionable customer insights for e-commerce and digital-first businesses.
What this transaction means for investors
The May 18 stock sale by Klaviyo Board of Directors member Susan St. Ledger is not a cause for investor concern. She executed the transaction as part of a Rule 10b5-1 trading plan, adopted in June of 2025.
A Rule 10b5-1 trading plan is often used by insiders to avoid accusations of trading on insider information. In addition, she still holds nearly 11,000 Series A shares and over 50,000 Series B Common Stock, which can be converted into Series A. This suggests she is not in a rush to dispose of her holdings.
The sale came at a time when Klaviyo stock was down, dropping to a 52-week low of $13.53 on May 13, just days before St. Ledger’s transaction. Like many SaaS stocks, Klaviyo was impacted by a sector-wide sell-off as Wall Street became fearful that artificial intelligence would strip SaaS companies of their business. Shares were also impacted by the departure of its CFO.
In Klaviyo’s case, AI does not appear to be affecting results. The company reported first-quarter revenue of $358 million, a strong 28% year-over-year increase. Thanks to its excellent performance to start the year, Klaviyo raised its full-year 2026 sales guidance to $1.5 billion, which represents year-over-year growth of 23%.
Because its stock is down, Klaviyo’s price-to-sales ratio of three is around a low point for the past year. This suggests now is a good time to buy shares but not to sell.
Should you buy stock in Klaviyo right now?
Before you buy stock in Klaviyo, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Klaviyo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!*
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Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A Klaviyo Director Sold Over 9,000 Company Shares. What Does That Mean for Investors?

Key Points
Klaviyo is emerging as a specialized winner in consumer-brand customer relationship management services.
Klaviyo is surprising analysts with its strong revenue growth, rising customer spend, and increasing profitability.
A new $500 million share buyback authorization signals that Klaviyo may be shifting from a pure high-growth story to a more mature software business.
When investors think of customer relationship management (CRM) software, the names that come to mind are almost always the same: Salesforce (NYSE: CRM) and HubSpot (NYSE: HUBS). Both deserve their reputations. Yet over the last couple of years, a different kind of tech CRM has been winning a category that the two leaders were never built specifically to serve: consumer brands.
The CRM specialist in question is Klaviyo (NYSE: KVYO), and its 2026 first-quarter results suggest it has crossed a threshold most retail investors missed. That suggests a buying opportunity is present.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Klaviyo describes itself as an "autonomous B2C CRM," which is corporate-speak for software built specifically around how direct-to-consumer brands actually work -- email, SMS, push, segmentation, and predictive analytics, all tied to commerce data. The first-quarter 2026 release from last week reported revenue of $358 million, up 28% year over year, with the company raising full-year 2026 revenue guidance to a range of $1.514 billion to $1.522 billion. The customer count grew to roughly 196,000, and net revenue retention rose 2 points to 110%, which is a healthy sign that existing customers are spending more over time.
Co-CEO Andrew Bialecki has framed the strategy as building the system of record for B2C, the way Salesforce became the system of record for B2B sales teams.
In e-commerce software, category leaders tend to compound for years because switching costs are high and integrations get stickier as data accumulates. Klaviyo also announced a $500 million share repurchase authorization alongside the completion of a $100 million accelerated buyback, signaling that the balance sheet has reached a stage where capital return is on the table. For newer investors, this is the kind of milestone worth noting because it tends to mark a transition from a pure-growth profile to a consistent, durable financial model.
Risks investors should weigh
The story has caveats. Klaviyo's customer base is concentrated in the Shopify ecosystem, so any meaningful change at Shopify (pricing, partnerships, or its own native messaging tools) would create a real headwind. International growth was 39% in the quarter, which is encouraging, but the business is still heavily U.S.-tilted. And competition from Salesforce's Marketing Cloud and HubSpot's own consumer push is not going away.
A company can be a category leader long before Wall Street recognizes it. Klaviyo seems to have reached that point in B2C marketing software, and the combination of expanding margins and a fresh buyback program is a different financial profile than the one most investors associate with the name. For investors seeking exposure to e-commerce infrastructure without owning the largest platforms, it is worth a closer look.
Should you buy stock in Klaviyo right now?
Before you buy stock in Klaviyo, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Klaviyo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $472,205!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,384,459!*
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Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot, Salesforce, and Shopify. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Under-the-Radar Tech Company Just Quietly Became One of the Most Valuable in Its Category

Key Points
Glynn Capital sold 456,805 shares of Klaviyo in the first quarter; the estimated transaction value was $9.80 million (based on quarterly average prices).
The quarter-end position value decreased by $14.83 million, reflecting both trading and price movement.
The trade represented a 4.68% shift in reported 13F assets under management.
The position was previously 5.1% of the fund's AUM as of the prior quarter.
On May 7, 2026, Glynn Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold all 456,805 shares of Klaviyo (NYSE:KVYO) in the first quarter, an estimated $9.80 million transaction based on quarterly average pricing.
What happened
According to an SEC filing dated May 7, 2026, Glynn Capital Management sold all 456,805 shares of Klaviyo during the first quarter. The estimated transaction value was $9.80 million, based on the average share price from January through March. The fund’s quarter-end position in Klaviyo dropped to zero, with the value decline of $14.83 million reflecting both the share sale and stock price movement.
What else to know
Glynn Capital Management LLC sold out of Klaviyo in the quarter, leaving the position at zero and removing it from reportable 13F assets (n/a % of AUM post-trade)
Top holdings after the filing:
NYSE: OSCR: $29.7 million
NYSE: TSM: $21.1 million
NYSE: VRT: $17.9 million
NYSE: NU: $12.9 million
NYSE: TOST: $11.4 million
As of May 7, 2026, shares of Klaviyo were priced at $15.77, down 53% over the past year and well underperforming the S&P 500’s roughly 30% gain in the same period.
Company overview
Revenue (TTM)
$1.23 billion
Net income (TTM)
($31.8 million)
Market capitalization
$4.77 billion
Price (as of market close May 7, 2026)
$15.77
Company snapshot
Klaviyo offers a cloud-based marketing automation platform, including email, SMS, mobile push notifications, product reviews, and a customer data platform.
The firm generates revenue primarily through subscription-based software-as-a-service (SaaS) offerings, enabling businesses to personalize and automate customer communications at scale.
It serves individuals, small and medium-sized enterprises, and companies across North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand.
Klaviyo, Inc. provides a scalable SaaS platform focused on marketing automation and customer data management for businesses seeking to optimize digital engagement. The company's strategy centers on enabling personalized, data-driven communications across multiple channels, supporting customer acquisition and retention. Klaviyo's competitive edge lies in its integrated product suite and its ability to serve a broad range of clients, from small enterprises to larger organizations, across several major international markets.
What this transaction means for investors
Glynn exited the position before Klaviyo’s latest earnings report, and in hindsight, the timing looks pretty sharp given the stock’s brutal 32% collapse after results on May 5, despite what were strong numbers.
Revenue jumped 28% year over year to $358 million, while non-GAAP operating income nearly doubled to $58.6 million. The company also raised full-year revenue guidance to as much as $1.522 billion and expanded its share repurchase program with a $500 million authorization. Customer growth remained healthy too, with total customers surpassing 196,000 and larger accounts generating more than $50,000 in ARR climbing 38%.
The problem appears less about execution and more about valuation pressure and slowing expectations across software. Investors were likely hoping for even faster AI monetization, especially after management heavily emphasized its “autonomous” platform strategy, and it seems same-quarter revenue projections failed to impress investors. Plus, the CFO’s decision to step down only adds to uncertainty.
For long-term investors, the selloff may create a more interesting setup than existed a few months ago. Klaviyo still has nearly $985 million in cash, improving margins, and strong retention metrics. But the stock’s reaction is also a reminder that in software, good results are not always enough when expectations get too far ahead of fundamentals.
Should you buy stock in Klaviyo right now?
Before you buy stock in Klaviyo, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Klaviyo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
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*Stock Advisor returns as of May 9, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nu Holdings, Taiwan Semiconductor Manufacturing, Toast, and Vertiv. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Fund Sold Out of Klaviyo Before a Brutal 32% Post-Earnings Drop

Klaviyo, Inc. (KVYO) reported $358.01 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 27.9%. EPS of $0.22 for the same period compares to $0.14 a year ago.
The reported revenue represents a surprise of +2.83% over the Zacks Consensus Estimate of $348.16 million. With the consensus EPS estimate being $0.19, the EPS surprise was +13.4%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Klaviyo, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
End of Period Customers: 196,000 compared to the 195,947 average estimate based on three analysts.
Customers generating over $50,000 of ARR: 4,175 versus the two-analyst average estimate of 4,102.
Dollar-based net revenue retention rate (NRR): 110% versus the two-analyst average estimate of 110.4%.
Shares of Klaviyo, Inc. have returned +17% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Compared to Estimates, Klaviyo, Inc. (KVYO) Q1 Earnings: A Look at Key Metrics

Klaviyo (KVYO) Q1 2026 Earnings Transcript

Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +13.40%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.19, delivering a surprise of +11.76%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Klaviyo, Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $358.01 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.83%. This compares to year-ago revenues of $279.83 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Klaviyo, Inc. shares have lost about 30.8% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Klaviyo, Inc.?
While Klaviyo, Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Klaviyo, Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.19 on $360.2 million in revenues for the coming quarter and $0.84 on $1.51 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Docebo Inc. (DCBO), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 8.
This company is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +22.2%. The consensus EPS estimate for the quarter has been revised 8.9% higher over the last 30 days to the current level.
Docebo Inc.'s revenues are expected to be $65.02 million, up 13.5% from the year-ago quarter.
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