Klaviyo, Inc. Class A (KVYO)

In the past six months, Klaviyo (KVYO) has experienced several notable events impacting its stock. As of November 21, 2025, the stock price was $27.64 per share, a 25.78% decline from November 25, 2024. Key events include the Q3 2025 earnings announcement with reported revenue of $311 million and EPS of $0.18, the launch of AI-powered products Marketing Agent and Customer Agent, renewed analyst coverage highlighting AI-driven marketing solutions, the 2025 Investor Day, and the opening of a new office in Dublin, Ireland.

Klaviyo's revenue streams exhibit significant seasonality, primarily due to its reliance on the retail and e-commerce business segments. This seasonality results in higher demand and sequential revenue growth between the third and fourth quarters of the year, aligning with peak retail periods such as the holiday season. Sequential revenue rose by 22% between Q3 and Q4 in the previous year, and 18% in the year before that.

Klaviyo, Inc. is a technology company providing an AI-first CRM platform for B2C brands, operating in the Technology Services sector and Marketing Automation industry. Its cloud-native platform includes a data store, segmentation engine, campaigns and flows, and messaging infrastructure. Klaviyo offers email marketing, SMS, personalized push notifications, product review applications, and a customer data platform (CDP). The company has launched AI-powered products like Marketing Agent and Customer Agent, serving a diverse customer base including e-commerce sellers on platforms like Shopify, BigCommerce, and Magento.

Klaviyo, Inc. has a global geographic footprint, providing its SaaS platform in the United States, other Americas, the Asia-Pacific region, Europe, the Middle East, and Africa. The company's global headquarters are located in Boston, Massachusetts, with additional offices in Denver and San Francisco in the United States. Internationally, Klaviyo has offices in London and Dublin, Ireland, and Sydney, Australia. The company has been actively expanding its international presence, particularly focusing on Europe and Asia, and has launched localized versions of its platform in several non-English languages, including French, German, Spanish, Italian, Korean, and Brazilian Portuguese.

In the past year, Klaviyo has maintained a positive brand reputation in the marketing automation and B2C CRM space. The company was recognized in the IDC MarketScape for AI-Enabled Marketing Platforms and has solidified its image as an innovator with the launch of Marketing Agent and Customer Agent. Klaviyo hosts its flagship customer event, K:BOS, and has positioned itself as a thought leader addressing industry challenges through its research.

Ownership of Klaviyo, Inc. (KVYO) is distributed among institutional shareholders (46.76%), individual insiders (2.70%), and retail investors (50.54%). Major institutional owners include Summit Partners L.P., Vanguard Group Inc, and Morgan Stanley. Astral Capital Abeh LLC is the largest individual shareholder, owning 5.13 million shares, with co-founders Andrew Bialecki and Ed Hallen also holding significant stakes.