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Klaviyo
Klaviyo (KVYO) investor relations material
Klaviyo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved 32% year-over-year revenue growth in FY25, reaching $1.234 billion, with Q4 revenue at $350 million, up 30% year-over-year.
Customer base surpassed 193,000 across 100+ countries, with strong enterprise and international momentum.
AI-driven products and platform innovation, including Marketing Agent, Customer Agent, and Klaviyo App in ChatGPT, are driving measurable improvements in customer engagement and revenue.
International revenue now represents over one-third of total business, with 41–42% year-over-year growth in Q4/FY25, led by Europe and new regional hubs.
Net revenue retention rate was 110%, up over 200 basis points year-over-year, indicating strong customer expansion.
Financial highlights
FY25 revenue: $1.234 billion, up from $937.5 million in FY24; Q4 revenue: $350 million, up 30% year-over-year.
FY25 non-GAAP operating income: $169.2 million (14% margin); Q4 non-GAAP operating income: $51 million (15% margin).
FY25 free cash flow: $200.4 million (16.2% margin); Q4 free cash flow: $87.4 million.
FY25 non-GAAP gross margin: 75.4%; Q4 non-GAAP gross margin: 73%.
FY25 non-GAAP net income: $205.2 million ($0.71 per share basic, $0.67 diluted).
Outlook and guidance
FY26 revenue guidance: $1.501–$1.509 billion, representing 21.5–22.5% year-over-year growth.
FY26 non-GAAP operating income projected at $218–$224 million (14.5–15% margin).
Q1 FY26 revenue expected at $346–$350 million, with non-GAAP operating income of $50–$53 million.
Guidance assumes minimal contribution from new AI and service products, representing potential upside.
Drivers of $1M+ ARR customer doubling
Impact of ChatGPT app on customer engagement
Shopify option's future dilution risk
Detail AI's impact on internal development speed
How is enterprise sales execution evolving
When will service product revenue become material
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Next Klaviyo earnings date
Q1 20265 May, 2026
Klaviyo
Next Klaviyo earnings date
Q1 20265 May, 2026
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Frequently asked questions
Klaviyo, Inc. is a global technology company that provides a marketing automation platform, primarily used for email marketing and SMS marketing. Founded in 2012, Klaviyo aims to help businesses analyze their customers' transactional and behavioral data. The company serves over 110,000 merchants, with a significant number of them being e-commerce sellers that operate on Shopify. Klaviyo's platform enables its users to send personalized and targeted messages at the right time through email, SMS, and push notifications, enhancing customer engagement and business growth. Klaviyo, Inc. is headquartered in Boston, Massachusetts, and its shares are listed on the NYSE.
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