NYSE$KVYO
Klaviyo Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Klaviyo reported strong revenue growth in Q4 2024, achieving 34% year-over-year growth and reaching a $1 billion revenue run rate.
Klaviyo delivered another quarter of strong financial performance, reporting Q4 revenue of $270.2 million, up 34% year-over-year. The company continued expanding its customer base, with over 167,000 customers by the end of the fiscal year. Non-GAAP operating income reached $15.1 million, and non-GAAP net income per diluted share was $0.07. Klaviyo also generated $60.1 million in cash from operating activities and $54.5 million in free cash flow.
- Q4 revenue increased 34% year-over-year to $270.2 million.
- Non-GAAP net income per diluted share was $0.07.
- Generated $60.1 million in cash from operating activities.
- Expanded enterprise customer base, with 2,850 customers generating over $50K ARR.
Headline financials
Revenue & EPS history
Klaviyo · Revenue · Quarterly
$270M
Forward guidance
Klaviyo expects continued revenue growth in FY25, forecasting Q1 revenue between $265M and $269M, representing a 26-28% year-over-year increase. The company aims to maintain profitability with a non-GAAP operating margin of 10-11%.
Tailwinds
- Projected Q1 FY25 revenue growth of 26-28%.
- FY25 revenue guidance between $1.156B and $1.164B.
- Non-GAAP operating margin expected to reach 10-11%.
- Continued expansion into international markets, with strong EMEA and APAC growth.
- Ongoing investments in AI-driven marketing and analytics solutions.
Headwinds
- Operating losses continue to impact profitability.
- Market conditions may pose challenges to growth rates.
- Stock-based compensation expenses remain significant.
- Increased competition in the digital marketing space.
- Potential macroeconomic headwinds affecting customer budgets.
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 Q4 2024
+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
| Quarter | Report date | Reaction (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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