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Klaviyo, Inc. Class A (KVYO)
NYSE:KVYO
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Earnings Data
Report Date
Mar 04, 2025TBA Not Confirmed
Period Ending
2024 (Q4)Consensus EPS Forecast
$0.06Last Year’s EPS
$0.09Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 06, 2024
|% Change Since: 9.22%
|Next Earnings Date:Mar 04, 2025
Earnings Call Sentiment|Positive
Klaviyo delivered strong revenue growth and expansion in international markets, with significant traction upmarket and positive cross-sell momentum. However, challenges include pressure on NRR and gross margin decline due to macroeconomic factors and increased infrastructure costs. Overall, the highlights outweigh the lowlights, indicating a positive sentiment.Company Guidance
During Klaviyo's Q3 2024 earnings call, the company provided robust guidance for the quarter and the year ahead, underscoring its strong financial performance and strategic growth initiatives. Klaviyo reported a Q3 revenue of $235 million, marking a 34% year-over-year increase, with a non-GAAP operating margin of 14%. The company added over 6,000 new customers, bringing their total customer base to more than 157,000, representing a 16% year-over-year growth. Notably, they have 2,619 customers generating over $50,000 in ARR, up 54% year-over-year. The company's dollar-based Net Revenue Retention Rate (NRR) was 110% for the quarter, with an emphasis on maintaining strong gross retention and successful cross-sell efforts, particularly with SMS adoption. For Q4, Klaviyo anticipates revenue between $256 million and $258 million, reflecting a 27% to 28% year-over-year growth, and expects a non-GAAP operating income of $7 million to $9 million, factoring in a new employee cash bonus program. The full-year revenue guidance is raised to $923 million to $925 million, indicating a 32% to 33% year-over-year growth, with a non-GAAP operating margin of 11%. Looking forward to 2025, the company expects a modest deceleration in revenue growth due to continued macroeconomic pressures affecting customer expansion but plans to maintain consistent operating margins while investing in international growth.Strong Revenue Growth
Klaviyo reported Q3 revenue of $235 million, growing 34% year-over-year. The company also expects full-year revenue to be between $923 million and $925 million, representing growth of 32% to 33%.
Expansion in International Markets
International revenue grew 41% year-over-year, with strong growth in EMEA and APAC regions. The product is now available in 7 languages, which has facilitated customer acquisition and expansion.
Significant Upmarket Traction
The company added over 6,000 new customers, with a notable increase in customers generating over $50,000 in ARR, up 54% year-over-year. Klaviyo has successfully landed large clients such as Authentic Brands Group and The Body Shop.
Positive Cross-Sell Momentum
More than 80% of Klaviyo's top 50 customers now use SMS, and nearly 25% of combined SMB and mid-market customers have adopted the SMS product.
Product Innovations and AI Enhancements
Klaviyo introduced several new features, including enhanced e-mail AI and expanded SMS support to 18 countries. Additionally, the product now supports five new languages.
Improvement in Free Cash Flow
The company generated free cash flow of $34 million during the quarter, up 57% from the previous year.
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KVYO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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KVYO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 06, 2024 | $40.36 | $33.78 | -16.30% |
| Aug 07, 2024 | $23.08 | $30.78 | +33.36% |
| May 08, 2024 | $21.53 | $24.08 | +11.84% |
| Feb 27, 2024 | $29.08 | $27.83 | -4.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Klaviyo, Inc. Class A (KVYO) report earnings?
Klaviyo, Inc. Class A (KVYO) is schdueled to report earning on Mar 04, 2025, TBA Not Confirmed.
What is Klaviyo, Inc. Class A (KVYO) earnings time?
Klaviyo, Inc. Class A (KVYO) earnings time is at Mar 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KVYO EPS forecast?
KVYO EPS forecast for the fiscal quarter 2024 (Q4) is $0.06.
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