Klaviyo, Inc. (KVYO) Analyst/Investor Day Transcript
Klaviyo, Inc. (NYSE:KVYO ) Analyst/Investor Day September 25, 2025 10:00 AM EDT Company Participants Andrew Zilli - Vice President of Investor Relations Andrew Bialecki - Co-Founder, CEO & Chairperson Adil Wali - Chief Product Officer Stephen Rowland - President Emily McEvily Amanda Whalen - Chief Financial Officer Conference Call Participants Rachel Fagan John Gonneville Arben Azizi Ami Palan Jackson Ader - KeyBanc Capital Markets Inc., Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division David Hynes - Canaccord Genuity Corp., Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division Elizabeth Elliott - Morgan Stanley, Research Division James Wood - TD Cowen, Research Division Scott Berg - Needham & Company, LLC, Research Division Arjun Bhatia - William Blair & Company L.L.C., Research Division Terrell Tillman - Truist Securities, Inc., Research Division Robert Oliver - Robert W.
Klaviyo, Inc. (KVYO) Q2 2025 Earnings Call Transcript
Klaviyo, Inc. (NYSE:KVYO ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Amanda Whalen - Chief Financial Officer Andrew Bialecki - Co-Founder, CEO & Chairperson Andrew Zilli - Vice President of Investor Relations Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division Brent Alan Bracelin - Piper Sandler & Co., Research Division Brett Richard Huff - Stephens Inc., Research Division David E.
Klaviyo, Inc. (KVYO) Surpasses Q2 Earnings and Revenue Estimates
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago.
Klaviyo: Why Q2 Earnings Could Surprise To The Upside
I reaffirm my 'Buy' rating on Klaviyo, citing strong Q1 results, prudent Q2 guidance, and potential for outperformance. Klaviyo's rapid international growth and success in upmarket segments, especially with large, recognizable brands, enhance revenue durability. Valuation remains attractive relative to peers like HubSpot, with superior growth and retention metrics supporting further upside potential.
Klaviyo: Upgrading To Buy, Here's Why
Klaviyo's rebranding positions it for growth in higher ticket customer segments. Klaviyo eclipsed over $1 billion of revenue over the last year, with strong cash generation and moderated stock-based compensation. Despite macro risks, Klaviyo's net revenue retention of 108% and superior growth metrics suggest it is undervalued compared to peers like Hubspot.
Klaviyo, Inc. (KVYO) Q1 2025 Earnings Call Transcript
Klaviyo, Inc. (NYSE:KVYO ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Andrew Bialecki - Co-Founder and CEO Amanda Whalen - CFO Andrew Zilli - VP, IR Conference Call Participants Raimo Lenschow - Barclays Jackson Ader - KeyBanc Capital Markets Gabriela Borges - Goldman Sachs Parker Lane - Stifel Brent Bracelin - Piper Sandler Arjun Bhatia - William Blair Terry Tillman - Truist Rob Oliver - Baird Elizabeth Porter - Morgan Stanley DJ Hynes - Canaccord Brett Huff - Stephens Operator Good afternoon, and welcome to Klaviyo's First Quarter Fiscal 2025 Earnings Conference Call. [Operator Instructions] Thank you.
Klaviyo, Inc. (KVYO) Q1 Earnings and Revenues Surpass Estimates
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.13 per share a year ago.
Klaviyo, Inc. (KVYO) Surges 10.3%: Is This an Indication of Further Gains?
Klaviyo, Inc. (KVYO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Klaviyo: Mid-Market Is Showing Traction
Klaviyo excels in providing a 360 customer view, enabling personalized SMS and email campaigns, making it attractive for ecommerce companies. Financially, Klaviyo shows superior gross margins and growth prospects compared to Braze, though it faces risks from limited customization for larger enterprises. Klaviyo's valuation appears fair to slightly undervalued based on a reverse DCF analysis, with strong potential for future growth in new segments.
Klaviyo: High Growth Potential From DFC Valuation And Shopify Agreement
Klaviyo's revenues increased at a 47.75% CAGR between 2021 and 2024. The company has an agreement with Shopify, in which the latter firm promotes Klaviyo on its platform. Due to this agreement, Klaviyo has increased its revenues considerably. When implementing the DFC model, the base model suggests that the company is overvalued by 0.88%. Meanwhile, the optimistic model suggests that Klaviyo is undervalued by 48.81%.
Klaviyo, Inc. (KVYO) Q4 2024 Earnings Call Transcript
Start Time: 16:30 January 1, 0000 5:33 PM ET Klaviyo, Inc. (NYSE:KVYO ) Q4 2024 Earnings Conference Call February 19, 2025, 16:30 PM ET Company Participants Andrew Bialecki - Co-Founder and CEO Amanda Whalen - CFO Andrew Zilli - VP, IR Conference Call Participants Gabriela Borges - Goldman Sachs Terry Tillman - Truist DJ Hynes - Canaccord Rob Oliver - Baird Elizabeth Porter - Morgan Stanley Arjun Bhatia - William Blair Brent Bracelin - Piper Sandler Raimo Lenschow - Barclays Derrick Wood - TD Cowen Scott Berg - Needham Mark Zgutowicz - Benchmark Brett Knoblauch - Cantor Fitzgerald Michael Berg - Wells Fargo Nick Altmann - Scotiabank Operator Good afternoon, and welcome to Klaviyo's Fourth Quarter and Full Year Fiscal 2024 Earnings Conference Call. Today's conference is being recorded.
Klaviyo, Inc. (KVYO) Tops Q4 Earnings and Revenue Estimates
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.09 per share a year ago.
