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Klaviyo (KVYO) investor relations material
Klaviyo Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary25 Sep, 2025
Strategic Vision and Product Innovation
Focus on empowering creators and businesses to scale autonomously using AI-driven solutions, with a mission to enable ownership and success at internet scale.
Expansion from marketing automation into a broader B2C CRM platform, now including service, analytics, helpdesk, and customer hub, driving cross-sell and higher ROI.
Launch of Marketing Agent and Customer Agent, leveraging the data platform for personalized, autonomous customer engagement and support.
Rapid product development with over 200 features shipped in 2025, 270 daily deploys, 50+ ML models, and integration of advanced AI models within days.
Commitment to vertical integration, low-latency data processing, and a unified data platform as a durable competitive advantage, with 350+ pre-built integrations.
Market Opportunity and Growth Engines
Total addressable market expanded to $160 billion, with only ~1% penetration projected for 2026 as the platform moves to autonomous CRM and new product categories.
Three durable growth levers: multi-product adoption, international expansion, and mid-market/enterprise momentum.
International revenue now 35% of total, with 43% annual growth since IPO, EMEA revenue nearly doubling, and product available in 11 languages and 22 SMS markets.
Mid-market and enterprise customers now over 6,000, with 39% CAGR and increasing share of ARR from large customers.
Strong partner ecosystem with over 5,000 partners, including agencies, GSIs, and regional SIs, supporting global and vertical expansion.
Financial Performance and Guidance
Revenue run rate exceeds $1.078 billion, up 68% since IPO, with free cash flow over $155 million, up 65%.
Non-GAAP gross margins at 76% in Q2'25, with operating margins targeted to expand from 12.3% in FY25 to 15–17% by FY28, and a long-term goal of 20%.
34% CAGR in revenue since IPO, with improving profitability and positive cash flow.
Gross retention rate steady at 88%, with NRR at 108% and strong cohort expansion, especially among multi-product and mid-market customers.
Capital allocation prioritizes organic product-led growth, strategic M&A, and long-term shareholder returns, with dilution targeted below 2.5%.
Revenue growth for 2028 operating margin target?
AI monetization strategy for new products?
Partner readiness for enterprise modernization?
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Next Klaviyo earnings date
Q3 20255 Nov, 2025
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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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