NYSE$KVYO

Klaviyo Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Klaviyo reported Q3 2025 revenue of $310.9M.

Third-quarter revenue reached $310.9 million as the marketing automation platform added customers and expanded usage among existing accounts. Management highlights AI-powered personalization and e-commerce integrations.

  • Q3 revenue $310.9M.
  • Customer count and ARPU trends support recurring growth.
  • AI and data platform investments continue.
  • Competition in marketing automation remains intense.

Headline financials

Total Revenue

$311M

Previous: $235M+32.2%
EPS (adj)

$0.18

Previous: -$0.01+1900.0%
Total Customers

183.0K

Previous: 157.0K+16.6%
Customers > $50K ARR

3.6K

Previous: 2.6K+36.0%
Net Revenue Retention Rate

109.0%

No prior period
Revenue Growth YoY

32.0%

No prior period
Gross Margin

76.0%

No prior period
Non-GAAP Gross Margin

76.3%

No prior period
Operating Margin

-3.0%

No prior period
Non-GAAP Operating Margin

14.5%

No prior period
Cash from Operating Activities

$54.8M

No prior period
Free Cash Flow Margin

15.1%

No prior period
Capital Expenditures

-$7.02M

Previous: -$3.58M-96.3%
Net Income

-$426K

Previous: -$1.35M+68.3%
Operating Income

-$10.8M

Previous: -$13.3M+18.4%
Gross Profit

$235M

Previous: $181M+29.9%

Revenue & EPS history

Klaviyo · Revenue · Quarterly

$311M

Q3 2025+32.2%vs Q3 2024
Beat estimate in 10 of 10 quarters(100%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.3%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.2%

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%
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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