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Klaviyo Inc.: Beat — EPS $0.22, Revenue $387.21M

KVYOKlaviyo Inc.•Q3 2026•Nov 04, 2026, 4:06 PM EST
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Earnings BeatQ3 2026 · After-market

Did Klaviyo Inc. (KVYO) beat earnings today?

@trystockwhiz

Yes, Klaviyo Inc. (KVYO) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.

Earnings Per Share+29.41% surprise
$0.22Actual
Expected: $0.17
vs. year ago +22.2%
Total Revenue+1.89% surprise
$387.21MActual
Expected: $380.04M
vs. year ago +25.0%
Released Nov 04 · 4:05 PM ET

Earning Report

MetricQ3 FY26Q3 FY25YoY Change %
Revenue$387.21M$310.88M+25.0%
Net Income$704.00K($426.00K)-
GAAP Basic EPS---
GAAP Diluted EPS---
Non-GAAP Basic EPS$0.22$0.18+22.2%
Non-GAAP Diluted EPS$0.22$0.18+22.2%

Financial Outlook / Guidance

Q4 FY26 Outlook

Revenue
Guidance
$421M-$425M
(~21% YoY
Expected
$422.72MIn-Line
Year-over-year Growth Rate
Guidance
~21%
Expected
—
Non-GAAP Operating Income
Guidance
$66.5M-$69.5M
Expected
—
Fully Diluted Shares Outstanding
Guidance
284M
Expected
—

FY26 Outlook

Revenue
Guidance
$1,537M-$1,541M
(~25% YoY
Expected
$1.53BBeat +0.59%
Year-over-year Growth Rate
Guidance
~25%
Expected
—
Non-GAAP Operating Income
Guidance
$233M-$236M
Expected
—
Fully Diluted Shares Outstanding
Guidance
293M
Expected
—

Business Highlights

  • ➤Released the latest Composer with connectors, skills, and artifacts.
  • ➤Announced Klaviyo Headless for access to Klaviyo data from AI systems.
  • ➤Launched embedded Klaviyo in Shopify and Klaviyo in Wix apps.
  • ➤Recognized in the 2026 Gartner Magic Quadrant for Multichannel Marketing Hubs.
  • ➤Expanded customer wins and deployments with Frasers Group, Malbon Golf, and Voluspa.
  • ➤More than 211,000 brands globally trust Klaviyo.
  • ➤Customers using three or more products represented 22% of ARR.
  • ➤Authorized a new $300 million Series A common-stock repurchase program.
  • ➤Completed the prior $500 million share-repurchase authorization in October.
  • ➤Klaviyo supports customers through more than 400 integrations.

Management Commentary

Andrew Bialecki, co-founder and co-CEO

“AI is taking barriers out of marketing, and as agents take on more of the work, they are only as good as the context behind them. Since our founding we have placed customer relationships and data at our core, and this puts Klaviyo at the center of this shift. We provide the engine that fuels our customers’ growth: a B2C CRM that integrates data and decisioning with purpose-built agents for marketing and customer service. That's why more than 211,000 brands around the globe trust Klaviyo to turn their customer data into personalized experiences that help them grow.”

Erica Smith, CFO

“Q3 was another strong quarter with revenue up 25% year-over-year, and solid profitability. Growth was broad-based, with strength in our largest customer cohorts demonstrating our success in the enterprise and more customers landing with multiple products from day one. We continue to drive growth with disciplined investments, and our innovation engine keeps us ahead of customer needs. I have deep conviction in the runway ahead as we scale profitably and execute our strategy to expand across multiple products, in the enterprise, and internationally, and build on the momentum with our agents.”

Erica Smith, CFO

“The new authorization reflects the board and management’s conviction in the strength of our strategy and intrinsic value of our shares at current levels. We are a growth company and our strong cash balance and consistent cash generation allow us to also prioritize organic investments in the business and maintain the flexibility to pursue opportunities that can accelerate our roadmap.”