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Mar 31

Klaviyo Q1 2025 Earnings Report

Klaviyo reported strong Q1 2025 results with solid revenue growth and continued customer expansion.

Key Takeaways

Klaviyo posted $279.8 million in revenue with a net loss of $14.1 million. The company saw growth in both total customers and high-value accounts, while raising FY25 guidance.

Revenue reached $279.8 million, up 33% YoY

Ended Q1 with over 169,000 customers

3,030 customers generated over $50K in ARR, up 40% YoY

NRR stood at 108%, indicating strong expansion within existing accounts

Total Revenue
$280M
Previous year: $210M
+33.2%
EPS
$0.15
Previous year: $0.15
+0.0%
Total customers
169K
Previous year: 146K
+15.8%
Customers >$50K ARR
3.03K
Previous year: 2.16K
+40.5%
Net Revenue Retention
108%
Gross Profit
$212M
Previous year: $165M
+28.5%
Cash and Equivalents
$888M
Previous year: $756M
+17.5%
Free Cash Flow
$6.62M
Previous year: $23M
-71.2%
Total Assets
$1.35B
Previous year: $1.11B
+21.6%

Klaviyo

Klaviyo

Forward Guidance

Klaviyo raised its FY25 revenue outlook and expects continued growth, with projected Q2 revenue between $276M–$280M.

Positive Outlook

  • Raised FY25 revenue guidance to $1.171B–$1.179B
  • Expecting Q2 revenue of $276M–$280M
  • Non-GAAP operating income guidance for FY25 increased to $133M–$139M
  • Anticipates 11–12% non-GAAP operating margin for FY25
  • Continued strength in high-value customer growth

Challenges Ahead

  • GAAP operating loss continued in Q1
  • Relatively low free cash flow margin at 2.4%
  • Stock-based compensation remains high
  • Slight decline in GAAP gross margin YoY
  • No GAAP guidance provided due to forecasting limitations