Klaviyo Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.190 |
| EPS actual | $0.220 |
| EPS Surprise | 15.79% |
| Revenue estimate | 348.566M |
| Revenue actual | 358.005M |
| Revenue Surprise | 2.71% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.170 |
| EPS actual | $0.190 |
| EPS Surprise | 11.76% |
| Revenue estimate | 333.981M |
| Revenue actual | 350.195M |
| Revenue Surprise | 4.85% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.140 |
| EPS actual | $0.180 |
| EPS Surprise | 28.94% |
| Revenue estimate | 300.379M |
| Revenue actual | 310.88M |
| Revenue Surprise | 3.50% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS Surprise | 23.08% |
| Revenue estimate | 278.671M |
| Revenue actual | 293.117M |
| Revenue Surprise | 5.18% |
Last 4 Quarters for Klaviyo
Below you can see how KVYO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $30.70 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS surprise | 23.08% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $31.59 |
| Jul 31, 2025 | $31.10 |
| Aug 01, 2025 | $29.72 |
| Aug 04, 2025 | $30.57 |
| Aug 05, 2025 | $30.70 |
| Aug 06, 2025 | $35.31 |
| Aug 07, 2025 | $34.03 |
| Aug 08, 2025 | $32.35 |
| Aug 11, 2025 | $30.07 |
| 4 days before | -2.82% |
| 4 days after | -2.05% |
| On release day | 15.02% |
| Change in period | -4.81% |
| Release date | Nov 05, 2025 |
| Price on release | $26.88 |
| EPS estimate | $0.140 |
| EPS actual | $0.180 |
| EPS surprise | 28.94% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $25.37 |
| Oct 31, 2025 | $26.00 |
| Nov 03, 2025 | $26.53 |
| Nov 04, 2025 | $26.00 |
| Nov 05, 2025 | $26.88 |
| Nov 06, 2025 | $28.80 |
| Nov 07, 2025 | $30.52 |
| Nov 10, 2025 | $29.41 |
| Nov 11, 2025 | $29.49 |
| 4 days before | 5.95% |
| 4 days after | 9.71% |
| On release day | 7.14% |
| Change in period | 16.24% |
| Release date | Feb 10, 2026 |
| Price on release | $21.12 |
| EPS estimate | $0.170 |
| EPS actual | $0.190 |
| EPS surprise | 11.76% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $20.73 |
| Feb 05, 2026 | $18.85 |
| Feb 06, 2026 | $19.14 |
| Feb 09, 2026 | $19.69 |
| Feb 10, 2026 | $21.12 |
| Feb 11, 2026 | $20.34 |
| Feb 12, 2026 | $18.51 |
| Feb 13, 2026 | $18.60 |
| Feb 17, 2026 | $17.77 |
| 4 days before | 1.88% |
| 4 days after | -15.86% |
| On release day | -3.69% |
| Change in period | -14.28% |
| Release date | May 05, 2026 |
| Price on release | $23.34 |
| EPS estimate | $0.190 |
| EPS actual | $0.220 |
| EPS surprise | 15.79% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $19.89 |
| Apr 30, 2026 | $20.09 |
| May 01, 2026 | $22.18 |
| May 04, 2026 | $22.47 |
| May 05, 2026 | $23.34 |
| May 06, 2026 | $15.81 |
| May 07, 2026 | $15.77 |
| May 08, 2026 | $15.20 |
| May 11, 2026 | $15.52 |
| 4 days before | 17.32% |
| 4 days after | -33.49% |
| On release day | -32.27% |
| Change in period | -21.97% |
Klaviyo Earnings Call Transcript Summary of Q1 2026
Klaviyo reported a strong Q1 2026: revenue grew 28% year‑over‑year to $358M, NRR was 110%, and non‑GAAP operating margin expanded to ~16% (their highest ever). The company is highlighting AI agents and its real‑time data infrastructure as the next major growth lever — notably Composer (next‑generation marketing & analytics agent in private preview) and Customer Agent (omnichannel, customizable consumer agents). Enterprise and international momentum continue (enterprise customers >$50k ARR up, international revenue +39% YoY), multiproduct adoption is rising, and infrastructure usage (events/profiles) is growing. Klaviyo raised FY26 revenue and non‑GAAP operating income guidance, authorized a $500M share repurchase (with $100M accelerated repurchase completed), and achieved its first quarter of positive GAAP operating margin since IPO. CFO Amanda Whalen announced she will step down later in 2026 but will remain through August and then as an advisor through November. Management is absorbing most recent carrier (SMS) fee increases for now to prioritize customer predictability and retention, while remaining deliberate about future pass‑throughs. Key investor takeaways: accelerating AI product monetization potential (new agent revenue and halo effects on platform usage), improving profitability and cash generation, clear enterprise/international expansion, and continued capital returns to shareholders.
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