Klaviyo is a marketing automation platform that helps online stores send personalized emails, texts, and push alerts to shoppers based on their browsing and buying behavior. Think of it as a smart megaphone for e-commerce brands.
Money comes from subscription fees for its SaaS platform, with revenue growing from USD 0.70B in 2023 to USD 1.23B in 2025. Gross margins are high at ~74%, but net margins are razor-thin or negative, meaning it spends heavily on growth and operations.
Klaviyo's deep integration with Shopify and its customer data platform create switching costs for merchants, but competitors like Braze and Attentive are aggressively targeting the same e-commerce niche. Moat is eroding as these rivals offer comparable feature
Key events, in time order
Q2 EPS $0.19 matches consensus, vs $0.16 year ago
Acquires team and tech of AI-native customer success firm to boost AI
Former CyberArk CFO to take role Sept 1, overseeing global finance
Revenue increased 28% year-over-year to $358 million in Q1 2026, with full year 2026 guidance raised to $1.514 billion to $1.522 billion, representing 23% year-on-year growth
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Klaviyo is included in a stock watchlist for Monday, indicating it's being monitored for potential trading opportunities based on technical indicators.
Main discussion
📈Stock Watchlist For Monday 👀 $HOOD $DKNG $HUBS $MP $KVYO $MC $EWTX $GRAL $INFQ $SLS $BFLY Badges 🛡️ KQ = Qullamaggie MM = Minervini ON = O'Neil DB = Darvas Breakout SB4 = Stockbee 4% daily gainer SBW = Stockbee 20% weekly gainer SB9 = Stockbee 9M Mover TML = Liquid Growth 97C =
📈Stock Watchlist For Monday 👀 $HOOD $DKNG $HUBS $MP $KVYO $MC $EWTX $GRAL $INFQ $SLS $BFLY Badges 🛡️ KQ = Qullamaggie MM = Minervini ON = O'Neil DB = Darvas Breakout SB4 = Stockbee 4% daily gainer SBW = Stockbee 20% weekly gainer SB9 = Stockbee 9M Mover TML = Liquid Growth 97C =
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