Klaviyo: Solid Top-Line Performance Offset By Reduced Gross Margin Outlook

Klaviyo delivered strong Q2 2026 results, raising revenue guidance and demonstrating robust enterprise adoption, AI momentum, and messaging growth. Klaviyo's gross margin outlook declined due to a mix shift toward lower-margin messaging, but since the company started to pass on carrier cost increases, we expect the margins to stabilize over time. Despite attractive valuation, trading at 1.9x FY2027E revenue, a discount to peers, Shopify dependency remains a key long-term risk, justifying the maintained "Hold" rating.

10.08.2026

Signed up for Klaviyo? Dozens of advertisers may have seen your password

Newly revealed security research found that until recently, marketing tech giant Klaviyo was inadvertently sharing the sign-up information of its new customers, including their passwords, with outside advertisers.

08.08.2026

Klaviyo Q2 Earnings Call Highlights

Klaviyo NYSE: KVYO reported second-quarter revenue of $370.6 million, up 26% from a year earlier, as the customer relationship management software provider cited growth in enterprise sales, international markets, text messaging and multi-product adoption.

06.08.2026

Klaviyo, Inc. (KVYO) Meets Q2 Earnings Estimates

Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.16 per share a year ago.

06.08.2026

Klaviyo, Inc. (KVYO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Klaviyo, Inc. (KVYO) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

06.08.2026

Klaviyo, Inc. (KVYO) Q2 2026 Earnings Call Transcript

05.08.2026

Klaviyo Delivers Strong Q2 as Autonomous B2C CRM Strategy Gains Momentum

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced results for its second quarter ended June 30, 2026. “Software and the rise of AI agents are transforming consumer experience. But agents are only as good as the context behind them, and we've spent more than a decade building the real-time infrastructure that delivers that context at scale. The adoption we've seen of Composer and Customer Agent is proof that it works. Bringing on Agency's team will accelerate.

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Ticker	Brokerage Firm	Ratings Change	Price Target	Date
KVYO	The Benchmark Company	Hold	undefined >> undefined	August 6th 2026

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05.08.2026

Klaviyo, Inc. (KVYO)

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Klaviyo, Inc. (KVYO)

Klaviyo: Solid Top-Line Performance Offset By Reduced Gross Margin Outlook