Klaviyo Inc
NYSE:KVYO
Klaviyo Inc
Klaviyo Inc., a name that's become almost synonymous with personalized email marketing, was founded in 2012 by Andrew Bialecki and Ed Hallen. Emerging from the bustling startup ecosystem of Boston, Klaviyo carved a niche by focusing sharply on helping businesses leverage data to create tailored customer experiences. The company's platform integrates seamlessly with e-commerce giants like Shopify and Magento, gathering invaluable data from client websites to tailor marketing engagements based on user behavior. With the increasing digitization of commerce, Klaviyo's solutions have swiftly become indispensable for businesses looking to maintain meaningful customer connections online.
The company prospers by offering a sophisticated suite of products that enable businesses to automate and personalize email and SMS marketing campaigns. This approach lowers the barrier for small and medium-sized businesses to execute marketing strategies typically reserved for larger corporations with substantial budgets and technical expertise. Through a subscription-based model, Klaviyo monetizes its services by charged tiered rates based on the number of contacts a client wishes to engage. This model not only scales with a business's growth but also ensures a steady revenue stream for Klaviyo, enabling continuous reinvestment into the refinement and expansion of its platform. As brands continue to seek deeper customer engagement in an ever-competitive landscape, Klaviyo stands at the intersection of technology and strategy, offering the tools needed to transform data into action.
Klaviyo Inc., a name that's become almost synonymous with personalized email marketing, was founded in 2012 by Andrew Bialecki and Ed Hallen. Emerging from the bustling startup ecosystem of Boston, Klaviyo carved a niche by focusing sharply on helping businesses leverage data to create tailored customer experiences. The company's platform integrates seamlessly with e-commerce giants like Shopify and Magento, gathering invaluable data from client websites to tailor marketing engagements based on user behavior. With the increasing digitization of commerce, Klaviyo's solutions have swiftly become indispensable for businesses looking to maintain meaningful customer connections online.
The company prospers by offering a sophisticated suite of products that enable businesses to automate and personalize email and SMS marketing campaigns. This approach lowers the barrier for small and medium-sized businesses to execute marketing strategies typically reserved for larger corporations with substantial budgets and technical expertise. Through a subscription-based model, Klaviyo monetizes its services by charged tiered rates based on the number of contacts a client wishes to engage. This model not only scales with a business's growth but also ensures a steady revenue stream for Klaviyo, enabling continuous reinvestment into the refinement and expansion of its platform. As brands continue to seek deeper customer engagement in an ever-competitive landscape, Klaviyo stands at the intersection of technology and strategy, offering the tools needed to transform data into action.
Revenue Growth: Full-year revenue grew 32% to $1.234 billion, with Q4 revenue reaching $350 million, up 30% year over year.
Profitability: Operating margin improved to 14% for the year and 15% in Q4; free cash flow surged 61% YoY to $87 million in Q4.
Guidance Raised: 2026 revenue outlook was raised to $1.501–$1.509 billion, up 21.5%–22.5% YoY; operating margin expected to expand to 14.5–15%.
AI-Driven Expansion: AI agents are driving both marketing and service engagement, with strong adoption across customer sizes and industries.
Large Customers & International: Number of customers with over $50,000 ARR grew 37% to 3,912; revenue outside the Americas now represents over one third of business, growing 41% YoY in Q4.
Service Product Traction: New service products are experiencing rapid uptake, but 2026 outlook assumes minimal revenue contribution from them for now.
