NYSE$KVYO

Klaviyo Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Klaviyo reported Q4 2025 revenue of $350.2M (+30% YoY) and GAAP net income of $7.0M ($0.02 per share).

Revenue grew 30% to $350.2 million; full-year revenue reached $1.23 billion (+32%). GAAP net income was $7.0 million versus a loss a year ago; non-GAAP diluted EPS was $0.14. Net revenue retention was 110%.

  • Q4 revenue $350.2M (+30%).
  • FY2025 revenue $1.23B (+32%).
  • NRR 110%.
  • Enterprise customers >$1M ARR doubled YoY.

Headline financials

Total Revenue

$350M

Previous: $270M+29.6%
EPS (adj)

$0.14

Previous: $0.07+100.0%
Total Customers

193.0K

Previous: 167.0K+15.6%
Customers > $50K ARR

3.9K

Previous: 2.9K+37.3%
Net Revenue Retention Rate

110.0%

Previous: 108.0%+1.9%
Revenue Growth YoY

30.0%

No prior period
Gross Margin

72.0%

No prior period
Non-GAAP Gross Margin

72.8%

No prior period
Operating Margin

-1.0%

No prior period
Non-GAAP Operating Margin

14.6%

No prior period
Cash from Operating Activities

$93.2M

No prior period
Free Cash Flow Margin

25.0%

No prior period
SMB+ customers using text messaging and WhatsApp

29.6%

Previous: 26.1%+13.4%
Net Income

$7.03M

Previous: -$27M+126.1%
Operating Income

-$1.85M

Previous: -$34.7M+94.7%
Gross Profit

$253M

Previous: $198M+27.4%

Revenue & EPS history

Klaviyo · Revenue · Quarterly

$350M

Q4 2025+29.6%vs Q4 2024
Beat estimate in 10 of 10 quarters(100%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2025

Historical avgQ4 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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