Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Klaviyo, Inc. reported strong results for the quarter ended June 30, 2026, with revenue of $370.6 million, representing 26% year-over-year growth. GAAP results showed an operating loss of $15.0 million and a net loss of $8.8 million, or $(0.03) per share, while non-GAAP metrics were solidly profitable with non-GAAP operating income of $50.9 million and non-GAAP EPS of $0.19. Free cash flow was $82.9 million, a 22.4% margin.
The company highlighted business momentum: total customers exceeded 205,000, customers generating over $50,000 of ARR rose 36% year over year to 4,477, and Dollar-Based Net Revenue Retention reached 109%. About 20% of ARR comes from customers using three or more products, and international revenue grew 35% year over year. Management also cited a nearly $1.5 billion annualized revenue run rate and a 28% year-over-year increase in annualized revenue per employee.
For guidance, Klaviyo now expects Q3 2026 revenue of $377–$381 million and raised full-year 2026 revenue guidance to $1.526–$1.534 billion, implying 24% year-over-year growth, with a targeted 14% non-GAAP operating margin. The company ended June 30, 2026 with $833.4 million in cash, cash equivalents, and restricted cash and an estimated 314.6 million fully diluted shares, excluding an out-of-the-money Shopify investment option.
Klaviyo, Inc. appointed Erica Smith as Chief Financial Officer and principal financial and accounting officer, effective on her employment start date currently set for September 1, 2026. She succeeds Amanda Whalen, who will remain CFO through that date, then stay in an advisory role through November 16, 2026 to support a transition.
Smith will receive an annual base salary of $550,000 and a target annual cash bonus equal to 50% of base salary. Her compensation includes time-based RSUs with an initial value of $15,000,000, vesting in sixteen quarterly installments, and PSUs with an initial value of $3,000,000, vesting in up to three tranches if specified stock price targets are met by February 15, 2029. PSU tranches require average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days, subject to her continued service and change-in-control provisions in her employment agreement.
Klaviyo, Inc. reported the results of its 2026 annual stockholder meeting held virtually on June 9, 2026. Stockholders elected three Class III directors — Jennifer Ceran, Chano Fernández, and Susan St. Ledger — to serve until the 2029 annual meeting, with each nominee receiving over 1.49 billion votes in favor.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 1,494,346,600 votes for and 18,300,389 against. In addition, they ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,537,384,843 votes for.
Klaviyo reported strong Q1 2026 results and raised its full-year outlook while announcing a planned CFO transition. Revenue reached $358.0 million, up 28% year over year, with GAAP net income of $9.0 million or $0.03 per diluted share.
Non-GAAP operating income was $58.6 million with a 16.4% non-GAAP operating margin, and free cash flow was $18.6 million. The company delivered 110% dollar-based net revenue retention and grew customers to over 196,000. Klaviyo raised FY26 revenue guidance to $1.514–$1.522 billion and authorized a $500 million share repurchase program, including an initial $100 million accelerated repurchase.
Chief Financial Officer Amanda Whalen plans to step down, remaining CFO through August 21, 2026 and then serving as an advisor through November 16, 2026. The company states her departure is not due to any disagreement or financial concerns and has begun a formal CFO search.
Klaviyo, Inc. announced that its board of directors has authorized a share repurchase program allowing the company to buy back up to $500 million of its issued and outstanding Series A common stock. This gives the company flexibility to return capital to stockholders over time.
The company may repurchase shares in the open market, through privately negotiated deals, or using Rule 10b5-1 trading plans, in compliance with applicable securities laws. As part of this program, Klaviyo plans to imminently enter into an accelerated share repurchase for $100 million of Series A common stock. The program has no expiration date, does not require any minimum number of shares to be repurchased, and can be modified, suspended, or discontinued at any time based on factors such as stock price and market conditions.
Klaviyo reported strong fourth-quarter and full-year 2025 results, highlighted by rapid growth and improving profitability. Q4 revenue reached $350.2 million, up 30% year over year, while full-year revenue was $1.234 billion, a 32% increase.
Q4 GAAP net income was $7.0 million after a loss a year earlier, and full-year GAAP net loss narrowed to $31.8 million. On a non-GAAP basis, 2025 operating income was $169.2 million with a 13.7% operating margin, and non-GAAP net income was $205.2 million. Free cash flow for 2025 was $200.4 million, and cash and cash equivalents were $1.065 billion as of December 31, 2025.
The customer base expanded to over 193,000 paying customers, up from over 167,000, with dollar-based net revenue retention of 110%. For 2026, Klaviyo guides revenue to $1.501–$1.509 billion, implying 21.5–22.5% growth, and expects non-GAAP operating income of $218–$224 million with margins of 14.5–15.0%.
Klaviyo, Inc. is appointing Chano Fernández as co-Chief Executive Officer alongside co-founder Andrew Bialecki, effective January 1, 2026. The board also amended the company’s bylaws to allow up to two Chief Executive Officers.
Fernández, a current director and interim executive, will be employed through Velocity Global Switzerland GmbH with an annual base salary of CHF 800,000 and a target bonus of CHF 400,000. He is receiving time-based RSUs with an initial value of $33,000,000 vesting in twelve quarterly installments, plus PSUs with an initial value of $36,000,000 that can vest in four tranches if Klaviyo’s Series A stock trades at or above $40.00, $55.00, $70.00, and $85.00 per share for at least sixty consecutive days.
The arrangements include cash severance, partial RSU vesting and PSU vesting acceleration if he is terminated without cause or resigns for good reason, as well as full RSU and certain PSU vesting upon a change in control, subject to continued service.
Klaviyo, Inc. reported that it issued a press release sharing its 2025 Black Friday Cyber Monday data. The company furnished this press release as Exhibit 99.1 in a current report, using a Regulation FD disclosure to make the information broadly available to the market. The exhibit and related disclosure are treated as furnished rather than filed under securities laws, which limits their use in certain legal contexts.
Klaviyo, Inc. (KVYO) furnished an 8-K to announce its third-quarter results. On November 5, 2025, the company issued a press release with financial results for the quarter ended September 30, 2025, which is included as Exhibit 99.1.
The information was furnished under Item 2.02 (Results of Operations and Financial Condition) and is expressly stated as furnished—not filed—so it is not subject to Section 18 of the Exchange Act and will not be incorporated by reference unless specifically stated. The filing also includes Exhibit 104 (Cover Page Interactive Data File).
Klaviyo, Inc. filed a current report to notify investors that it has posted an updated investor presentation on its investor relations website in connection with its September 25, 2025 Investor Day event. The presentation covers the company’s business strategy, market opportunity, financial performance and guidance, and long-term outlook.
The materials are provided as a Regulation FD disclosure and are furnished, not filed, meaning they are intended to share information broadly with the market without being incorporated into other securities law filings unless specifically referenced.
Klaviyo appointed board member Chano Fern e1ndez as Interim Executive Officer effective September 1, 2025, under a Service Agreement with Klaviyo Ltd. The initial fixed term runs through December 31, 2025, and either party may terminate with one month s notice. During the appointment Mr. Fern e1ndez will report to CEO Andrew Bialecki and will cease serving as Chairperson and member of the Compensation Committee.
The Service Agreement sets a monthly base salary of A361,618 GBP. An RSU Intention Letter contemplates a restricted stock unit award with an initial equity value of $3,200,000 that will vest in one installment on November 15, 2025. He will not receive board compensation while serving as Interim Executive Officer.
Klaviyo, Inc. disclosed that existing selling stockholders entered into an underwriting agreement with Barclays Capital Inc. to sell 6,500,000 shares of Klaviyo’s Series A common stock at a price of $30.01 per share. The stockholders also granted the underwriter a 30‑day option to purchase up to an additional 975,000 shares.
The transaction was registered on Klaviyo’s automatic shelf registration statement on Form S-3 and is expected to close on or about August 21, 2025. Klaviyo emphasizes that it will not receive any proceeds from the sale, which are payable to the selling stockholders, and notes that the underwriting agreement includes customary representations, covenants, closing conditions, and indemnification provisions.