Klaviyo 'A'

At the Goldman Sachs conference Klaviyo presented its refocus on enterprise customers, AI agents and international markets, highlighting real-time infrastructure that it says can process over 100 million messages in 20 minutes. Total growth was 26%, while customers on annual contracts over $50,000 increased by 36%; large customer segments above $500,000 and $1 million are growing particularly quickly. New AI products like Composer and Customer Agent are seeing early demand (Composer: 95,000 users in the first month; Customer Agent solution rates up to 80%), but monetization decisions are still pending. Management cited market perception of Klaviyo as an SMB tool as the biggest hurdle; the main competitor in the enterprise space is Braze. » Altro su de.investing.com

Klaviyo reported Q2 revenue of $370.6 million (+26%), beating expectations, and reached an annualized revenue run rate of nearly $1.5 billion. Adjusted EPS was $0.19, in line with forecasts, but non-GAAP gross margin fell to 73.4% due to higher mobile fees and strong SMS growth. The company raised its 2026 revenue guidance but cut its operating income outlook after the agency acquisition and higher product investments. Investors focused on margin pressure and the weaker earnings outlook, sending the stock down more than 11% in after-hours trading. » Altro su de.investing.com

Klaviyo has appointed Erica Smith as its new chief financial officer effective September 1, 2026; the stock responded on Monday with a rise of about 2.4%. Smith joins from CyberArk and brings more than 20 years of experience in financial management and investor relations at publicly traded technology companies. Amanda Whalen will remain with the company until September 4 and will then support the transition in an advisory capacity through November. » Altro su de.investing.com