Klaviyo stock soars, Q4 earnings surpass expectations, guidance exceeds estimates

LootboxPhobia · 2026-02-14T04:00:20+00:00

Klaviyo, Inc. (NYSE:KVYO) Q4 earnings exceeded expectations, with revenue of $350.2 million, up 30% year-over-year; earnings per share of $0.19. Revenue for fiscal year 2026 is expected to be between $1.501 billion and $1.509 billion, with strong growth reflecting the company's demand for its customer management platform.

LootboxPhobia

2026-02-14 04:00:20

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Investing.com – Klaviyo, Inc. (NYSE:KVYO) announced its Q4 earnings on Tuesday, surpassing analyst expectations, with the stock rising 6.6% in after-hours trading. The B2C customer relationship management platform reported revenue of $350.2 million, up 30% year-over-year, significantly exceeding the analyst consensus of $320.74 million. Adjusted earnings per share were $0.19, beating the analyst estimate of $0.15.

The company also issued strong guidance for fiscal 2026, expecting revenue between $1.501 billion and $1.509 billion, above the market consensus of $1.48 billion. For the first quarter of fiscal 2026, Klaviyo projects revenue between $346 million and $350 million.

“2025 is a breakout year for Klaviyo. More and more companies are relying on us as an actionable infrastructure to understand consumers and deliver exceptional customer experiences,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo.

For the full fiscal year 2025, Klaviyo reported revenue of $1.234 billion, a 32% increase from the previous year. As of the end of 2025, the company’s customer base expanded to over 193,000, up from 167,000 at the end of 2024. The momentum was particularly strong in enterprise and mid-market segments, with the number of customers generating over $1 million in annual recurring revenue doubling year-over-year.

“Our performance reflects strong execution and growing demand, with 32% annual revenue growth, expanded operating profit margins, and robust cash flow,” said Amanda Whalen, CFO of Klaviyo. “The shift toward autonomous customer experiences is reinforcing the durability of our model and accelerating our growth.”

The company reported Q4 non-GAAP operating income of $51 million, with a non-GAAP operating profit margin of 15%. Quarterly free cash flow was $87.4 million, and full-year free cash flow reached $200.4 million.

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