Klaviyo (KVYO) Goldman Sachs Communacopia + Technology Conference 2026 summary

Product innovation and AI adoption

• Focus on open architecture and infrastructure enables high-volume, real-time data indexing and integration with multiple platforms.

• AI-driven agents, Composer and Customer Agent, are seeing rapid adoption, with Composer reaching 95,000 users in its first month and Customer Agent achieving 80% resolution rates.

• Enterprise customers are increasingly adopting AI agents for complex workflows and campaign optimization, with 27% of Composer users from the enterprise segment.

• Multi-product adoption is a key growth lever, with customers using multiple products showing higher retention and NRR.

• K:Social enhances customer profiles and content targeting, supporting both SMB and enterprise growth.

Enterprise expansion and go-to-market evolution

• Mindshare is the primary gap in enterprise growth, with progress in pipeline and resource allocation driving more large customer wins.

• AI accelerates enterprise adoption by enabling unified CRM and personalized experiences at scale.

• Leadership changes have increased discipline, rigor, and win rates, especially in the enterprise segment.

• Enterprise customers value unified data, automation, and ROI attribution, while comfort and existing relationships remain barriers.

• Expansion into service buyer personas is underway, with product maturity and proof-of-concept trials supporting broader adoption.

Market trends and future outlook

• Growth in enterprise and international segments is outpacing the rest of the business, with international growing at 36%.

• AI and agentic commerce are expected to increase interaction volumes, benefiting efficient channels like email.

• Smaller brands benefit from automation and campaign creation tools, lowering barriers to growth and enabling efficient scaling.

• Competitive landscape remains stable, with increased competition from Braze in enterprise and Mailchimp in SMB.

• Strategic priorities are focused on agents and enterprise, with continued investment in data infrastructure and personalization.