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Klaviyo, Inc. 10-Q Filings

KVYO NYSE

Every 10-Q that Klaviyo, Inc. (KVYO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow KVYO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KVYO filings page.

Rhea-AI Summary

Klaviyo, Inc. reported Q2 2026 revenue of $370.6 million and first-half 2026 revenue of $728.6 million, compared with $293.1 million and $572.9 million in the prior-year periods. Q2 gross profit was $269.1 million. The company recorded a Q2 net loss of $8.8 million but generated first-half net income of $0.2 million.

Net cash provided by operating activities for the first half was $128.2 million. Cash and cash equivalents were $832.6 million as of June 30, 2026, after $333.6 million of share repurchases totaling 20.5 million Series A shares under a $500.0 million authorization. Deferred revenue was $119.5 million, and remaining performance obligations were $310.1 million, with $284.7 million expected within twelve months.

Klaviyo served over 205,000 customers, with Dollar-Based Net Revenue Retention of 109% and 4,477 customers generating more than $50,000 of annualized recurring revenue. After quarter-end, it agreed to acquire specified software and intellectual property assets from Agency AI, Inc. for up to $17.0 million in cash, with closing expected in the third quarter of 2026.

Rhea-AI Summary

Klaviyo, Inc. reported a profitable quarter with strong top-line growth. Revenue for the three months ended March 31, 2026 reached $358.0 million, up 27.9% from $279.8 million a year earlier, driven by new customers, expanded usage and new offerings.

The company generated net income of $9.0 million, compared with a net loss of $14.1 million in the prior-year period, and posted a 2.5% net margin. Operating cash flow improved to $34.3 million, up from $14.4 million. Cash, cash equivalents and restricted cash totaled $985.3 million at quarter-end, with no debt reported.

Klaviyo’s SaaS metrics remained strong: Dollar-Based Net Revenue Retention was 110%, customers generating over $50,000 of ARR increased 38% year over year to 4,175, and the platform served over 196,000 customers. International markets contributed 36.6% of revenue. The board also authorized a $500 million share repurchase program and launched a $100 million accelerated share repurchase, initially retiring 4.3 million Series A shares at $18.87 per share.

Rhea-AI Summary

Klaviyo, Inc. reported third‑quarter results for the period ended September 30, 2025. Revenue reached $310,880 with gross profit of $234,737. Operating loss was $(10,836), and net loss narrowed to $(426). Cash and cash equivalents were $980,267, supported by nine‑month operating cash flow of $124,847.

The company ended the quarter with remaining performance obligations of $215.7 million, indicating contracted revenue ahead. It cited 183,000+ customers and 3,563 customers generating over $50,000 of ARR, while dollar‑based net revenue retention was 109%. International momentum continued, with EMEA and APAC contributing meaningfully to year‑to‑date revenue.

Klaviyo expanded facilities, increasing right‑of‑use assets and lease liabilities, and recorded $4.2 million in restructuring costs tied to a workforce reduction of ~3%. The Shopify collaboration continued to impact selling and marketing, with fees and amortization of prepaid marketing expense recognized during the quarter.