Klaviyo Stock Price, News & Analysis

Klaviyo, Inc. (NYSE: KVYO) is a software company in the information sector that focuses on business-to-consumer customer relationship management (B2C CRM). According to the company’s public disclosures and investor communications, Klaviyo positions itself as a CRM platform built specifically for B2C and consumer brands. Its platform is powered by a built-in data layer and artificial intelligence, and combines marketing automation, analytics, and customer service capabilities into a unified solution designed to help businesses better understand their customers and accelerate growth.

The company is described in its filings and press releases as a technology provider that offers its platform on a software-as-a-service (SaaS) basis. As outlined in third-party descriptions and company materials, Klaviyo enables customers to send targeted messages across email, short message service (SMS), push notifications and related channels, measure and predict performance, and deploy specific marketing actions and campaigns. The platform integrates proprietary data and application layers, using machine learning and AI to support marketing automation, performance analytics, and customer engagement workflows. Klaviyo reports that it generates revenue primarily through subscriptions that give customers access to its platform.

In multiple press releases, Klaviyo describes itself as the B2C CRM that helps brands deliver one-to-one experiences at scale, improve efficiency, and drive revenue. The company states that its platform is used by a large base of brands, including names such as Mattel, Glossier, Daily Harvest, Liquid Death, CorePower Yoga and others, and that it supports tens of thousands of customer accounts. These disclosures highlight Klaviyo’s focus on relationship-driven brands that want to use data and AI to personalize interactions and manage the full customer lifecycle, from marketing to service.

Business model and platform focus

Based on the information in its public description and regulatory filings, Klaviyo’s business model centers on providing a SaaS platform that unifies data, marketing automation, analytics, and service tools for B2C brands. The company emphasizes that its built-in data platform, often referred to as the Klaviyo Data Platform (KDP), processes large volumes of customer events and profiles so that brands can act on their data in real time. This data foundation supports features such as AI-driven recommendations, predictive intelligence, and autonomous or semi-autonomous agents that can plan and execute marketing campaigns or respond to customer inquiries.

Company communications describe several AI-powered capabilities layered on top of this data foundation. These include tools for AI-enabled marketing automation across channels like email, SMS, WhatsApp, and mobile push, as well as AI-driven insights that help optimize marketing strategies and campaign performance. Klaviyo also highlights that its platform is designed to provide an integrated view of customer interactions, enabling more personalized experiences and coordinated engagement across marketing and service touchpoints.

AI-first B2C CRM and product direction

Klaviyo’s recent announcements emphasize a shift toward what it calls an AI-first B2C CRM. At its K:BOS flagship event, the company introduced Marketing Agent and broadly released Customer Agent. According to the company, Marketing Agent is embedded directly into the Klaviyo platform and is described as an autonomous teammate that can plan and launch marketing campaigns in minutes, generate on-brand content, personalize each send, and continuously learn within customer-defined guardrails. Customer Agent is presented as a 24/7 AI assistant for consumers that can resolve common questions, recommend products, and escalate to human agents with full context.

These agents operate on top of the Klaviyo Data Platform and are part of the company’s stated vision to build an autonomous B2C CRM designed for the AI era. Klaviyo also references additional AI capabilities such as Smart Send Time and personalization features that determine optimal delivery moments for individual customers. Across its communications, the company underscores that AI is embedded into the core of its platform rather than added as a separate layer, and that this integration is intended to help brands act on data in real time and scale personalization.

Customer base and use cases

Public materials from Klaviyo state that the platform is used by a large and growing number of brands, including both small businesses and larger enterprises. The company notes that it serves relationship-driven B2C brands and consumer-focused organizations that want to manage marketing, analytics, and customer service from a single system. Examples cited in company press releases include brands in categories such as health and beauty, apparel, home and garden, and other consumer segments.

Klaviyo’s communications around major shopping periods, such as Black Friday and Cyber Monday (BFCM), illustrate how customers use the platform. The company reports that brands using Klaviyo send large volumes of messages during these events and attribute significant transaction value to those communications, which Klaviyo tracks through a metric it calls Klaviyo Attributed Value (KAV). The company describes KAV as an internal operational measure that estimates revenue generated by orders placed within a defined period after messages are sent via its platform. This metric is used by Klaviyo to illustrate the value its platform can drive for customers, though the company notes that KAV is not the same as its own revenue.

Industry recognition and positioning

Klaviyo has been highlighted in independent industry assessments focused on AI-enabled marketing platforms. In one IDC MarketScape evaluation cited by the company, Klaviyo is described as a Leader for small businesses and a Major Player for midsize businesses in AI-enabled marketing platforms. The report excerpts shared by Klaviyo emphasize strengths such as AI-driven marketing automation for email, SMS, WhatsApp, and mobile push; an integrated data platform that unifies data, analytics, and marketing automation; and AI-driven insights that help optimize campaigns. The company also notes that seamless integration with commerce platforms like Shopify can enhance customer engagement and retention through targeted campaigns.

These third-party assessments support Klaviyo’s positioning as a CRM platform specifically oriented toward consumer brands that want to embed AI into their marketing and customer engagement workflows. The company’s own research and commissioned studies further underscore its focus on helping brands respond to changing consumer behavior, including more intentional and cross-platform shopping journeys and growing expectations for personalization and unified customer experiences.

Corporate developments and governance

Klaviyo’s recent SEC filings provide insight into its corporate governance and leadership structure. In an 8-K filed in December 2025, the company disclosed that its Board of Directors amended its bylaws to allow for up to two Chief Executive Officers and appointed Chano Fernández as co-Chief Executive Officer, effective January 1, 2026, to serve alongside co-founder and co-CEO Andrew Bialecki. The filing describes Mr. Fernández’s prior experience in executive roles at technology and enterprise software companies and outlines the terms of his compensation and equity awards, including time-based restricted stock units and performance stock units tied to specified trading price targets for Klaviyo’s Series A common stock.

The same filing explains that Mr. Fernández’s service is arranged through a legal employer of record and details severance and vesting provisions in the event of certain termination scenarios or a change in control. Other 8-K filings in 2025 describe the appointment of Mr. Fernández as Interim Executive Officer earlier in the year, as well as a transition and separation agreement with the company’s President, who agreed to retire from that role at the end of 2025 while supporting an orderly transition and providing consulting services for a defined period.

Capital markets activity and reporting

Klaviyo’s shares trade on the New York Stock Exchange under the ticker symbol KVYO. The company has filed an automatic shelf registration statement on Form S-3 and, according to an 8-K filed in August 2025, entered into an underwriting agreement under which selling stockholders sold shares of the company’s Series A common stock to an underwriter. The filing notes that Klaviyo did not receive proceeds from that secondary offering and that the transaction was conducted pursuant to the registration statement and related prospectus supplements.

Additional 8-K filings in 2025 cover the company’s quarterly financial results and guidance, its use of non-GAAP financial measures, and the availability of investor presentations and webcasts. In these disclosures, Klaviyo emphasizes metrics such as revenue growth, non-GAAP operating income, free cash flow, customer counts, customers above certain annual recurring revenue thresholds, and dollar-based net revenue retention rate. The company provides detailed definitions of these metrics and explains how management uses them to evaluate performance and growth, while also discussing limitations of non-GAAP measures and the reasons for excluding certain items from GAAP results.

Research, insights, and ecosystem

Beyond its core platform, Klaviyo publishes and commissions research that examines trends in consumer behavior, marketing, and service collaboration. For example, a study conducted with Woo (the company behind WooCommerce) explores how shoppers increasingly research products across multiple platforms and validate purchases through reviews and other signals, while another commissioned survey by Forrester Consulting highlights collaboration gaps between marketing and service teams at B2C organizations. In both cases, Klaviyo uses these findings to illustrate the importance of unified data, shared tools, and coordinated engagement strategies.

Klaviyo also references an expanded app marketplace and technical capabilities such as MCP Server, which enables secure connections to external AI models, and data warehouse import features that allow brands to sync enriched data from systems like Snowflake and BigQuery into the platform. These elements reflect the company’s effort, as described in its own materials, to support a broader ecosystem of integrations and to make it easier for brands to bring external data and AI resources into their customer engagement workflows.

Summary

Overall, Klaviyo, Inc. presents itself through its public disclosures as a B2C-focused CRM and SaaS company that combines a built-in data platform with AI-powered marketing automation, analytics, and customer service tools. The company emphasizes its role in helping consumer brands deliver personalized, data-driven experiences across channels, and it highlights both internal metrics and external research to demonstrate how its platform is used in practice. Its SEC filings and press releases provide additional context on leadership, governance, capital markets activity, and the evolution of its AI-first product strategy.