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Klaviyo (KVYO) investor relations material
Klaviyo Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Company overview and product innovation
Provides an autonomous, AI-driven CRM platform serving over 180,000 consumer-focused businesses globally.
Platform enables highly personalized customer experiences across marketing, service, websites, and mobile apps.
Recent launches include a Marketing Agent for autonomous campaign creation and a Customer Agent for digital customer service.
Data infrastructure and AI integration allow for real-time, self-optimizing marketing and service.
Expansion into new channels like WhatsApp and Instagram, with unified data powering all communications.
Financial performance and growth
Exceeds $1 billion in run rate revenue, growing over 30% annually while maintaining Rule of 40 performance.
Fewer than 10 public software companies globally match this growth and scale.
International revenue now represents about one-third of total revenue, with EMEA growing 48% last quarter.
International growth driven by localization, new languages, and expanded SMS markets.
Monetization expands as customers adopt more channels and analytics, tripling revenue per customer compared to email-only.
AI adoption and customer impact
AI-powered Marketing Agent and Customer Agent drive incremental revenue and improve customer engagement.
Over $3.8 billion in sales generated for clients during Black Friday/Cyber Monday, representing 42% of their holiday revenue.
Early adopters of AI features see significant revenue lift and improved personalization.
AI enables natural language campaign creation and advanced analytics for targeted marketing.
Customers show high willingness to pay for AI-driven analytics and personalization.
How does Klaviyo monetize its AI capabilities?
Co-CEO's impact on enterprise and international growth
Describe Klaviyo's channel expansion strategy
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Next Klaviyo earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Klaviyo, Inc. is a global technology company that provides a marketing automation platform, primarily used for email marketing and SMS marketing. Founded in 2012, Klaviyo aims to help businesses analyze their customers' transactional and behavioral data. The company serves over 110,000 merchants, with a significant number of them being e-commerce sellers that operate on Shopify. Klaviyo's platform enables its users to send personalized and targeted messages at the right time through email, SMS, and push notifications, enhancing customer engagement and business growth. Klaviyo, Inc. is headquartered in Boston, Massachusetts, and its shares are listed on the NYSE.
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