Loading...
•
Sep 30, 2025
Klaviyo Q3 2025 Earnings Report
Klaviyo reported strong third-quarter results with significant revenue growth and increased customer numbers, driven by product innovation and international expansion.
Key Takeaways
Klaviyo delivered an outstanding third quarter, with revenue reaching $310.9 million, marking a 32% year-over-year increase. The company saw substantial growth in its customer base, particularly among large customers, and demonstrated strong international performance. Klaviyo also raised its full-year revenue guidance, reflecting confidence in its business momentum and strategic initiatives, including new AI-powered products.
Third-quarter revenue grew 32% year-over-year to $310.9 million, exceeding expectations.
Total customers increased to over 183,000, with a 36% rise in customers generating over $50,000 of ARR.
International expansion continued strongly, with EMEA and APAC revenue growing 43% year-over-year.
Klaviyo launched new AI-powered products, K:Service and Marketing Agent, enhancing its B2C CRM platform.
Revenue by Geographic Location
Forward Guidance
Klaviyo has raised its full-year 2025 revenue guidance to a range of $1.215 billion to $1.219 billion, representing a 30% year-over-year growth. The company also provided Q4 2025 guidance with expected revenue between $331 million and $335 million and non-GAAP operating income between $43.5 million and $46.5 million.
Positive Outlook
- Raised full-year 2025 revenue guidance, indicating strong business performance and outlook.
- Projected full-year revenue growth of 30% year-over-year.
- Anticipated strong revenue for Q4 2025, with a range of $331 million to $335 million.
- Expected non-GAAP operating income for Q4 2025 to be between $43.5 million and $46.5 million.
- Non-GAAP operating margin for FY25 is projected to be between 13% and 14%.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- The company has not provided a reconciliation of non-GAAP operating income guidance to GAAP measures due to the unpredictability of certain excluded items.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...