NYSE$KVYO

Klaviyo Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Klaviyo reported Q1 2025 revenue of $279.8M with a net loss of $14.1M and diluted EPS of $(0.05).

Revenue increased 33% to $279.8 million as existing customers expanded usage and new logos added to the marketing automation platform. Net loss was $14.1 million, or $0.05 per share, versus $12.9 million a year ago, with gross margin expansion partially offset by growth investments.

  • Q1 revenue $279.8M (+33% YoY).
  • Net loss $14.1M; diluted EPS $(0.05).
  • ~40% of growth from existing customers per MD&A.
  • SMS channel and international mix expanding.

Headline financials

Total Revenue

$280M

Previous: $210M+33.3%
EPS (adj)

-$0.05

Previous: -$0.05+0.0%
Total Customers

169.0K

Previous: 146.0K+15.8%
Customers > $50K ARR

3.0K

Previous: 2.2K+40.5%
Net Revenue Retention Rate

108.0%

No prior period
Capital Expenditures

-$2.69M

Previous: -$1.26M-113.3%
Net Income

-$14.1M

Previous: -$12.9M-9.4%
Operating Income

-$23.8M

Previous: -$22.1M-7.5%
Gross Profit

$212M

Previous: $165M+28.5%

Revenue & EPS history

Klaviyo · Revenue · Quarterly

$280M

Q1 2025+33.3%vs Q1 2024
Beat estimate in 10 of 10 quarters(100%)
ActualEstimate

Forward guidance

Consumer, insurance, and software platforms discuss growth investment, retention, and unit economics rather than long-range GAAP EPS targets in the 10-Q.

Tailwinds

  • Platform scale and recurring revenue where applicable.
  • Cost discipline and marketing efficiency initiatives.
  • Balance sheet liquidity to fund growth.

Headwinds

  • Macro sensitivity for discretionary spend and housing.
  • Competitive pressure on customer acquisition costs.
  • Path to sustained profitability still evolving for growth names.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.3%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-2.2%

Avg return

30 days after

43%

6 / 14 earnings

Positive

+38.8%

Q2 2023

Best reaction

-29.2%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-29.2%-33.5%-33.2%
Q4 2025-3.7%-11.9%-9.5%
Q3 2025+6.8%+9.7%+9.7%
Q1 2025+6.6%+13.5%+7.8%
Q4 2024-5.8%-13.8%-29.8%
Q3 2024-13.4%-10.5%+1.4%
Q2 2024+38.8%+42.8%+33.6%
Q2 2023+38.8%+42.8%+33.6%
Q1 2023+3.0%+2.7%-3.8%
Q1 2024+3.0%+2.7%-3.8%
Q4 2021-0.1%-10.2%-8.4%
Q4 2023-2.7%-2.8%-10.9%
Q3 2023-12.3%-19.4%-8.5%
Q3 2022-12.3%-19.4%-8.5%
Q4 2022
Q2 2022
Q1 2022

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