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 September 30, 2024 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 j ...

Klaviyo Announces Third Quarter 2024 Financial Results Third quarter revenue of $235.1 million, representing 34% year-over-year growth Raises full year 2024 revenue guidance BOSTON, November 6, 2024 — Klaviyo (NYSE: KVYO), the company that powers smarter digital relationships, today announced results for its third quarter ended September 30, 2024. "We're proud to deliver another quarter of strong performance, reinforcing Klaviyo's position as an intuitive, centralized data platform essential to customers' b ...

Have you been paying attention to shares of Klaviyo, Inc. (KVYO) ? Shares have been on the move with the stock up 10.9% over the past month. The stock hit a new 52-week high of $39.77 in the previous session. Klaviyo, Inc. has gained 40.5% since the start of the year compared to the 17.1% move for the Zacks Business Services sector and the 36.7% return for the Zacks Technology Services industry. What's Driving the Outperformance? The stock has a great record of positive earnings surprises, as it hasn't miss ...

Klaviyo, Inc. (KVYO) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnin ...

Shares of Klaviyo Inc KVYO have soared more than 40% year to date.Stifel says the company is positioned to capture market share in the "sizable digital marketing space in the coming years.”Analyst Parker Lane initiated coverage of Klaviyo with a Buy rating and price target of $45.The Klaviyo Thesis: The company has a large TAM (total addressable market). It offers "ample opportunity for both net new customer acquisition and expansion," Lane said in the initiation note.Check out other analyst stock ratings.K ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Klaviyo, Inc. (KVYO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Klaviyo, Inc. is one of 312 companies in the Business Services group. The Business Services group currently sits at #5 within the Zacks Sector Rank. T ...

After reaching an important support level, Klaviyo, Inc. (KVYO) could be a good stock pick from a technical perspective. KVYO recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average. A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving av ...

Klaviyo, Inc. (KVYO) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends i ...

phakphum patjangkata/iStock via Getty Images Sometimes I curse myself for paying too much attention to the market and not sticking to my guns on the fundamentals. The best day to buy a chunk of Klaviyo (NYSE:KVYO) would have been "Carry Trade Collapse Day" on Monday, August 5th, for around $22; Nonetheless, my average cost for Klaviyo is around $26. I first wrote about it on December 20th, extolling its strengths of integration of customer and automated marketing data, which would allow it to build a moat. ...

财务数据和关键指标变化 - 收入同比增长35%至2.22亿美元 [8] - 非GAAP毛利率为79%,同比提升140个基点 [45] - 非GAAP经营利润率为15%,超出预期 [39] - 自由现金流为3700万美元,略低于上年同期 [48] 各条业务线数据和关键指标变化 - 电子邮件和短信业务持续增长,短信业务国际扩张加速 [116][117] - 客户数超过15.1万,同比增长16% [40] - 净收入留存率为112%,预计将继续下降 [41][42] 各个市场数据和关键指标变化 - 国际业务收入同比增长41%,其中EMEA地区增长45% [43] - 法国市场新客户增长超过65% [29] - 中小企业客户群体中,创业型企业表现强劲,而中型中小企业有所疲软 [40][126][127] 公司战略和发展方向及行业竞争 - 持续投资销售、营销和产品研发,重点关注中型企业和国际市场 [61][62][133] - 整合数据和营销渠道,提供一体化解决方案,帮助客户提升营销效率和收入 [10][11][16] - 加强人工智能功能,提升营销人员的生产力和营销策略的优化 [24][25][26] - 持续提升交付能力和合规性,增强公司在市场的竞争力 [32][33][34] 管理层对经营环境和未来前景的评论 - 宏观环境仍存在压力,但公司业务保持强劲增长 [41][42][125][126] - 公司作为客户的"必需品",有望在不同经营环境下保持韧性 [9][108][126] - 看好公司长期发展前景,将继续投资以支持可持续高效增长 [37][51][52] 其他重要信息 - 公司连续6年被评为Inc.最佳工作场所,并入选Newsweek美国最佳工作场所 [38] - 发布多项新功能,包括流程AI、个性化活动A/B测试、评论情感分析等 [25][30][31] - 推出新的客户资源中心"Klaviyo Power Up",提升客户支持服务 [35][36] 问答环节重要的提问和回答 问题1 **Brent Bracelin 提问** 询问公司在宏观环境不确定的情况下保持强劲增长的原因 [55] **Amanda Whalen 回答** 公司客户群体多元化,包括创业型企业和大型企业,以及国际市场的快速增长,是支撑公司业绩的关键因素 [56][57] 问题2 **Keith Weiss 提问** 询问新客户增长和利润率变化的原因 [59][60] **Amanda Whalen 和 Andrew Bialecki 回答** 新客户增长得益于针对中小企业和中大型企业的差异化投入,利润率保持良好主要由于基础设施和支持效率提升 [61][62][63][64][65] 问题3 **Siti Panigrahi 提问** 询问公司如何实现新产品的商业化 [68][69] **Andrew Bialecki 回答** 公司正在通过提升营销人员生产力、优化营销策略以及开拓新的营销应用场景等方式,探索新产品的商业化路径 [70][71][72][73][74]