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Klaviyo, Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $279.83 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.60%. This compares to year-ago revenues of $209.99 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentar ...

Klaviyo (KVYO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Andrew Zilli - Vice President of Investor RelationsAndrew Bialecki - Co-Founder, CEO & ChairpersonAmanda Whalen - Chief Financial OfficerRaimo Lenschow - Managing DirectorJackson Ader - Managing DirectorParker Lane - Managing Director - Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsTerry Tillman - Managing DirectorElizabeth Porter - Executive DirectorBrett Huff - Managing Director Conference ...

Klaviyo (KVYO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Thank you. With that, I would like to turn the call over to Andrew Zilli, Vice President of Investor Relations. You may begin. Speaker1 Thanks. Speaker2 Good afternoon, and thanks for joining Klaviyo's first quarter twenty twenty five earnings call. Our earnings press release, investor presentation, SEC filings and a replay of today's call can be found on our IR website at investors.claviyo.com. With me on the call today are Andrew Bayal ...

业绩总结 - Klaviyo在2025财年第一季度的收入为2.8亿美元，同比增长33%[19] - 2025年第一季度，客户总数达到169,000，同比增长16%[52] - 2025年第一季度，客户超过50,000美元年经常性收入（ARR）的客户数量同比增长40%[62] - 2025年第一季度，毛利率为76.6%[90] - 2025年第一季度，非GAAP运营利润率为11.6%[94] - Klaviyo的TTM自由现金流利润率为13%[19] - 2025年第一季度，自由现金流（FCF）为660万美元，TTM自由现金流率为2.4%[96] 用户数据 - Klaviyo的美元基础净收入留存率为108%[19] - Klaviyo的客户总数超过169,000，其中3,030个客户的年经常性收入超过50,000美元，年增长率为40%[19] - EMEA和APAC地区的收入占总收入的34%[19] - EMEA和APAC地区的收入同比增长42%[76] 未来展望 - 2025年第二季度的收入指导为2.76亿至2.8亿美元，同比增长24%至26%[87] - 2025财年的收入指导为11.71亿至11.79亿美元，同比增长25%至26%[87] 新产品和新技术研发 - Klaviyo的AI驱动的产品路线图是其核心竞争力，旨在提升客户体验和优化营销效果[36] 其他新策略和有价值的信息 - Klaviyo的业务模式被证明是高效的，能够在规模上实现可持续的收入增长和盈利能力[16] - Klaviyo的非GAAP财务信息旨在为补充信息提供支持，而不是替代GAAP财务信息[8] - Klaviyo归因价值（KAV）定义为客户在特定时间内通过公司平台发送的消息后生成的收入[100] - KAV作为公司帮助客户生成投资回报的衡量标准，展示了平台为客户创造的价值[100]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001-41806 Klaviyo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-0989964 (State or other juris ...

Klaviyo Announces First Quarter 2025 Financial Results First quarter revenue of $279.8 million, representing 33% year-over-year growth Raises FY25 revenue guidance to $1.171 billion to $1.179 billion, for year-over-year growth of 25% to 26% BOSTON, May 6, 2025 — Klaviyo (NYSE: KVYO), the only CRM built for consumer brands, today announced results for its first quarter ended March 31, 2025. "Klaviyo delivered a strong start to 2025, with first quarter revenue of $280 million, representing 33% year-over-year ...

NEW YORK CITY, May 05, 2025 (GLOBE NEWSWIRE) -- Email newsletters continue to be one of the most reliable and cost-effective marketing tools for businesses, providing a direct way to engage with customers amid shifting digital trends. Recognizing the growing need for data-driven and AI-powered email solutions, Expert Consumers has named Klaviyo as the top email newsletter software for 2025. With paid advertising costs rising and social media algorithms becoming increasingly unpredictable, businesses are rel ...

NEW YORK CITY, May 04, 2025 (GLOBE NEWSWIRE) -- As businesses continue to refine their digital marketing strategies, email remains one of the most effective and data-driven channels for B2C brands. Recognizing the growing demand for smarter, more personalized email marketing solutions, Expert Consumers has named Klaviyo the best email marketing tool for 2025, citing its AI-driven automation, customer segmentation, and seamless integration capabilities. Best Marketing by Email Klaviyo - a CRM designed for B ...

文章核心观点 - Consumer365认可Klaviyo为2025年最佳企业短信服务提供商，其先进数据驱动方法及多渠道策略中短信营销的重要性凸显，Klaviyo在客户参与方面表现出色 [1] 最佳短信服务 - Klaviyo是专注B2C的CRM平台，能无缝集成短信、电子邮件和人工智能洞察，优化客户参与度 [2] - 与传统仅专注短信编排的解决方案不同，Klaviyo能让企业根据实时客户行为选择最有效渠道进行客户参与 [3] 短信营销在企业增长中的演变角色 - 尽管即时通讯应用和社交媒体兴起，短信仍是企业最可靠和直接的沟通渠道之一 [4] - 74%消费者订阅至少两到五个品牌的短信，72%全球消费者更喜欢每周接收短信更新，65%消费者因短信提前购买商品 [4] - 短信在三分钟内被读取，适合紧急和时效性通信，且其个性化特点能促进更强的客户参与度 [5] 多渠道优势 - Consumer365评估关注易用性、自动化能力、与其他营销工具的集成和整体业务影响，Klaviyo能将短信集成到更广泛营销战略中 [6] - Klaviyo的多渠道编排能力是关键差异化因素，能智能平衡短信、电子邮件和推送通知，避免过度营销 [7][8] - 使用Klaviyo进行短信和电子邮件营销的企业，商品交易总额（GMV）增长率提高19% [8] Klaviyo短信功能推动企业成功 - Klaviyo的短信营销功能为企业提供更多控制、洞察和绩效跟踪，能集中客户数据，确保每条消息基于更广泛客户旅程 [9] - Klaviyo有350多个集成，可利用客户数据发送高度相关、个性化短信，常见用例包括运输提醒、订阅续订提醒和忠诚度计划更新 [10][15] - Klaviyo提供最后接触多渠道归因和短信性能仪表盘，帮助企业跟踪销售影响和优化发送时间 [10] 短信营销的未来 - 短信营销是B2C品牌最有效的收入驱动因素之一，平均每位收件人收入（RPR）略高于电子邮件，未来在关键行业的收入潜力有望超过电子邮件 [11] - 成功的短信营销关键在于理解短信的亲密性和即时性，Klaviyo确保战略使用短信，不使订阅者负担过重 [12] 案例 - 浏览网站无行动的访客用电子邮件互动更好，放弃购物车的客户可收到带限时折扣的短信提醒以提高转化率 [14]