Jun 2026 (Q2 FY26) — Aug 5, 2026
Klaviyo Q2 FY26 — Strong Growth Driven by AI Agents and Enterprise Expansion
Read the full callKlaviyo (KVYO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Klaviyo earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 371 | +26.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -4.0 | +6.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -8.8 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$17.52 +2.58% · +$0.44
Performance −26.1% 1Y
1Y: $23.72 on 17 Oct 2025 → $17.52. High $33.26 (22 Dec 2025), low $12.86 (22 Jun 2026).
- Previous close
- $17.08
- 52-week range
- $12.86 – $33.26
- One year
- −27.99%
Overview
- Symbol
- KVYO
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 5, 2026
Klaviyo Q1 FY26 — AI-Driven Growth and Record Margins
Read the full callEvery analysed call
Klaviyo earnings calls (KVYO)
Financials
What the filings say
Net profit, year on year: +64% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 235 | 270 | 280 | 293 | 311 | 350 | 358 | 371 |
| Operating profit | -13 | -35 | -24 | -31 | -11 | -2 | 2 | -15 |
| Operating margin | −5.7% | −12.8% | −8.5% | −10.7% | −3.5% | −0.5% | 0.5% | −4.0% |
| Other income | 11 | 10 | 9 | 9 | 10 | 10 | 9 | 8 |
| Profit before tax | -3 | -25 | -15 | -22 | -1 | 8 | 11 | -7 |
| Tax rate | 47.1% | −9.8% | 7.0% | −8.0% | 30.6% | 9.1% | 15.7% | −24.5% |
| Net profit | -1 | -27 | -14 | -24 | -0 | 7 | 9 | -9 |
| EPS ($ per share) | -0.01 | — | -0.05 | -0.09 | 0 | — | 0.03 | -0.03 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Reserves | — | -2,285 | -799 | -845 | -877 |
| Total liabilities | — | 133 | 174 | 239 | 384 |
| Fixed assets | — | 46 | 43 | 48 | 80 |
| Total assets | — | 629 | 1,089 | 1,273 | 1,581 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | -23 | -24 | 119 | 166 | 218 |
| Cash from investing | -14 | -19 | -9 | -17 | -30 |
| Cash from financing | 211 | 101 | 243 | -6 | -4 |
| Net cash flow | 174 | 59 | 353 | 143 | 183 |
| Capital expenditure | -13 | -16 | -4 | -6 | -9 |
| Free cash flow | -36 | -39 | 116 | 160 | 209 |
KVYO operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Customers | 196K+More than 196,000 brands are on our platform.Source: earnings call transcript | 205K+More than 205,000 brands now rely on Klaviyo.Source: earnings call transcript | — |
| Net revenue retention rate | 110%NRR was 110%, up 2.0 points year-over-year, meaning our customers aren't just staying, they're growing with us.Source: earnings call transcript | 109%Net revenue retention was 109% in Q2, reflecting strengthening gross retention, increasing text messaging expansion and our strongest quarter of cross-sell since our IPO.Source: earnings call transcript | -1 pt |
| Customers above an annual spend threshold $50,000+ ARR | 4,175Second, enterprise momentum continued in Q1 with our $50,000-plus ARR customers growing 38% year-over-year to 4,175 customers.Source: earnings call transcript | 4,477In Q2, our larger customers, those with $50,000-plus ARR grew 36% year-over-year to 4,477.Source: earnings call transcript | +7.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
172 filings between Nov 10, 2025 and Oct 8, 2026.
Open market
decisions to buy or sellPurchases
$300.3K
1 purchase by 1 insider
Sales
$193.29M
87 sales by 8 insiders
99% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 14
- Award — granted as compensation
- 18
- Tax withheld — shares kept back by the company to cover tax
Also filed: 47 conversions, 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bialecki Andrew | — | $88.61M | May 26, 2026 |
| SUMMIT PARTNERS L P | — | $88.55M | Aug 11, 2026 |
| Hallen Ed | — | $9.21M | Oct 7, 2026 |
| Edmond Landon | — | $3.12M | Aug 31, 2026 |
| Whalen Amanda | — | $2.92M | Aug 14, 2026 |
| Rowland Stephen Eric | — | $403.8K | Dec 15, 2025 |
| Galvin Carmel | — | $306.9K | Nov 17, 2025 |
| Ceran Jennifer | $300.3K | — | Feb 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 8, 2026 | Hallen Ed Director | Gift 10b5-1 plan | 17,885 | $0 |
| Oct 7, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 58,815 | $1.02M |
| Oct 7, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 38,667 | $672.8K |
| Sep 24, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 800 | $13.6K |
| Sep 24, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 500 | $8.5K |
| Sep 15, 2026 | Smith Erica Ellen Chief Financial Officer | Award | 821,917 | $0 |
| Sep 15, 2026 | Smith Erica Ellen Chief Financial Officer | Award | 328,767 | $0 |
| Sep 11, 2026 | St. Ledger Susan Director | Sale 10b5-1 plan | 2,328 | $37.1K |
| Aug 31, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 39,167 | $801.7K |
| Aug 31, 2026 | Hallen Ed Director | Sale 10b5-1 plan | 59,615 | $1.22M |
| Aug 31, 2026 | Edmond Landon Chief Legal Officer | Sale 10b5-1 plan | 8,103 | $165.6K |
| Aug 31, 2026 | Hallen Ed Director | Gift 10b5-1 plan | 17,885 | $0 |
| Aug 28, 2026 | Edmond Landon Chief Legal Officer | Sale 10b5-1 plan | 53,473 | $1.07M |
| Aug 15, 2026 | Galvin Carmel Chief People Officer | Tax withheld | 30,541 | $564.7K |
| Aug 15, 2026 | Fernandez Gomez Luciano Co-Chief Executive Officer | Tax withheld | 29,133 | $538.7K |
| Aug 15, 2026 | Fernandez Gomez Luciano Co-Chief Executive Officer | Conversion | 7,001 | — |
| Aug 15, 2026 | Whalen Amanda Chief Financial Officer | Tax withheld 10b5-1 plan | 28,950 | $535.3K |
| Aug 15, 2026 | Edmond Landon Chief Legal Officer | Tax withheld | 22,342 | $413.1K |
| Aug 14, 2026 | Whalen Amanda Chief Financial Officer | Sale 10b5-1 plan | 14,000 | $258.6K |
| Aug 11, 2026 | SUMMIT PARTNERS L P 10% owner | Conversion | 5,000,000 | — |
| Aug 11, 2026 | SUMMIT PARTNERS L P 10% owner | Sale | 5,000,000 | $88.55M |
| Jul 22, 2026 | Oulman Roxanne Director | Conversion | 16,775 | — |
| Jul 16, 2026 | Whalen Amanda Chief Financial Officer | Sale 10b5-1 plan | 14,000 | $248.5K |
| Jun 18, 2026 | Whalen Amanda Chief Financial Officer | Sale 10b5-1 plan | 14,000 | $185.2K |
| Jun 11, 2026 | Oulman Roxanne Director | Conversion | 8,169 | — |
| Jun 9, 2026 | St. Ledger Susan Director | Award | 14,822 | $0 |
| Jun 9, 2026 | Ceran Jennifer Director | Award | 14,822 | $0 |
| Jun 9, 2026 | Weisman Tony Director | Award | 14,822 | $0 |
| Jun 9, 2026 | Oulman Roxanne Director | Award | 14,822 | $0 |
| Jun 9, 2026 | Fernandez Gomez Luciano Co-Chief Executive Officer | Tax withheld | 1,746 | $25.8K |
| May 26, 2026 | Bialecki Andrew Co-Chief Executive Officer | Conversion 10b5-1 plan | 212,529 | — |
| May 26, 2026 | Bialecki Andrew Co-Chief Executive Officer | Sale 10b5-1 plan | 212,529 | $3.11M |
| May 19, 2026 | Bialecki Andrew Co-Chief Executive Officer | Sale 10b5-1 plan | 200,000 | $2.98M |
| May 19, 2026 | Bialecki Andrew Co-Chief Executive Officer | Conversion 10b5-1 plan | 200,000 | — |
| May 18, 2026 | St. Ledger Susan Director | Conversion 10b5-1 plan | 9,334 | — |
| May 18, 2026 | St. Ledger Susan Director | Sale 10b5-1 plan | 9,334 | $133.2K |
| May 15, 2026 | Edmond Landon Chief Legal Officer | Tax withheld | 22,340 | $321.2K |
| May 15, 2026 | Galvin Carmel Chief People Officer | Tax withheld | 30,541 | $439.2K |
| May 15, 2026 | Fernandez Gomez Luciano Co-Chief Executive Officer | Tax withheld | 22,132 | $318.3K |
| May 15, 2026 | Whalen Amanda Chief Financial Officer | Tax withheld 10b5-1 plan | 42,476 | $610.8K |
| May 15, 2026 | Whalen Amanda Chief Financial Officer | Conversion 10b5-1 plan | 13,527 | — |
| May 14, 2026 | Whalen Amanda Chief Financial Officer | Sale 10b5-1 plan | 14,000 | $199.6K |
| May 14, 2026 | Whalen Amanda Chief Financial Officer | Conversion 10b5-1 plan | 14,000 | — |
| May 12, 2026 | Bialecki Andrew Co-Chief Executive Officer | Conversion 10b5-1 plan | 200,000 | — |
| May 12, 2026 | Bialecki Andrew Co-Chief Executive Officer | Sale 10b5-1 plan | 141,316 | $2.04M |
| May 12, 2026 | Bialecki Andrew Co-Chief Executive Officer | Sale 10b5-1 plan | 58,684 | $878.5K |
| Apr 20, 2026 | Edmond Landon Chief Legal Officer | Sale 10b5-1 plan | 9,623 | $192.5K |
| Apr 16, 2026 | Whalen Amanda Chief Financial Officer | Sale 10b5-1 plan | 14,000 | $259.6K |
| Apr 16, 2026 | Whalen Amanda Chief Financial Officer | Conversion 10b5-1 plan | 4,293 | — |
| Apr 15, 2026 | Whalen Amanda Chief Financial Officer | Award 10b5-1 plan | 265,151 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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