Klaviyo 'A'

Klaviyo allows access to more than 260 Model Context Protocol tools and 490 APIs, making Klaviyo functions usable directly from systems like Claude or ChatGPT. New is a preview for natural language queries that are automatically translated into SQL and can query profiles, events, segments, lists and catalogs. The company consolidates personalization features under the name Personalization, expands Composer with SQL access, task scheduling and mobile features, and plans voice capabilities for the Customer Agent. Klaviyo processes over 4 billion signals daily, has about 205,000 paying customers and reports more than 138,000 Composer users. » Więcej na de.investing.com

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. » Więcej na 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. » Więcej na de.investing.com