Klaviyo NYSE: KVYO reported first-quarter revenue growth of 28% year over year and raised its full-year outlook, as executives pointed to momentum in enterprise customers, international markets and artificial intelligence products during the company's Q1 2026 earnings call.
Klaviyo remains a "Buy" despite a 30% post-Q1 selloff and multi-year lows. KVYO's Q1 was a beat and raise, with FY26 revenue guidance lifted to $1.51–$1.52 billion (23% growth). Conservative Q2 guidance and decelerating growth reflect management caution, not fundamental weakness or AI disruption.
Shares of marketing automation platform Klaviyo Inc (NYSE:KVYO) are plummeting today, down 29.1% at $16.54 at last check, on track for its worst single-session decline on record.
Klaviyo, Inc. (KVYO) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Klaviyo, Inc. (KVYO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.14 per share a year ago.
Klaviyo, which specializes in CRM offerings for B2C businesses, is due to announce Q1 earnings on the 5th of May. KVYO's topline growth declined below 30% for the first time in Q4, and further weakness in the run rate is expected in Q1 as well as the next 7 quarters. KVYO's platform has been enhanced with AI-driven agentic functionalities, that should enable to it better compete for large ARR enterprise dollars.
Bialecki sold 200,000 shares on Feb. 24, 2026, for approximately $3.35 million at an average price of $16.76 per share. He sold an additional 200,000 shares on March 3, 2026, for approximately $3.73 million at an average price of $18.64 per share.
Klaviyo, Inc. (KVYO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Klaviyo is deeply oversold, down ~60% in a year, despite robust fundamentals and strong Q4 results. KVYO continues to deliver >30% growth, rapid margin expansion, and a healthy Rule of 40 profile, supporting a 'Buy' rating. AI disruption fears are overblown; KVYO's CRM is deeply embedded with 193k+ customers, including a growing large-enterprise base.
Klaviyo, Inc. (KVYO) Q4 2025 Earnings Call Transcript
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.07 per share a year ago.