Loading...
•
Dec 31, 2025
Klaviyo Q4 2025 Earnings Report
Klaviyo reported strong fourth quarter and full fiscal year 2025 results, exceeding expectations with significant revenue growth and increased customer adoption.
Key Takeaways
Klaviyo delivered outstanding results in Q4 2025, with revenue reaching $350.2 million, a 30% year-over-year increase. The company also reported a net income of $7.028 million and a non-GAAP operating income of $51.0 million. Full fiscal year 2025 revenue hit $1.2 billion, marking a 32% year-over-year growth, driven by strong customer expansion and international momentum.
Fourth quarter revenue grew 30% year-over-year to $350.2 million, demonstrating strong market demand.
Full year revenue reached $1.2 billion, representing a 32% year-over-year growth, highlighting a breakout year for Klaviyo.
Total customers increased to over 193,000 by the end of fiscal year 2025, up from over 167,000 in fiscal year 2024.
Non-GAAP operating income for Q4 2025 was $51.0 million, with a non-GAAP operating margin of 15%.
Revenue by Geographic Location
Forward Guidance
Klaviyo provided strong guidance for Q1 2026 and the full fiscal year 2026, anticipating continued revenue growth and healthy non-GAAP operating margins, driven by sustained demand for autonomous customer experiences and multi-product adoption.
Positive Outlook
- Q1 2026 revenue guidance of $346 million to $350 million, representing 23.5% to 25.0% year-over-year growth.
- Full year 2026 revenue guidance of $1,501 million to $1,509 million, indicating 21.5% to 22.5% year-over-year growth.
- Q1 2026 Non-GAAP operating income guidance of $50 million to $53 million, with a margin of 14.5% to 15.0%.
- Full year 2026 Non-GAAP operating income guidance of $218 million to $224 million, with a margin of 14.5% to 15.0%.
- Confidence in continued growth in 2026, reinforced by the shift towards autonomous customer experiences and increased AI adoption.
Challenges Ahead
- The company did not provide specific GAAP operating income guidance due to the difficulty in predicting certain excluded items.
- Stock-based compensation and related employer payroll taxes are expected to remain significant recurring expenses.
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...