Q2 2025 Klaviyo Inc Earnings Call Transcript
Key Points
- Klaviyo Inc (KVYO) reported a 32% year-over-year revenue growth, reaching $293 million in Q2 2025.
- The company expanded its customer base to over 176,000, marking a 17% increase year-over-year.
- International revenue grew by 42% year-over-year, with significant growth in EMEA and APAC regions.
- Klaviyo Inc (KVYO) launched several new AI-driven features, including Omnichannel Campaign Builder and Channel Affinity, enhancing customer engagement and ROI.
- The company successfully signed new deals with notable brands like Winston Flowers and a premium coffee brand, showcasing its ability to displace legacy systems.
- Non-GAAP gross margin decreased by approximately 2 points year-over-year due to increased infrastructure costs and the growth of the SMS product.
- The company continues to face challenges with fragmented tech stacks in the market, which can hinder seamless integration for some customers.
- Despite strong growth, the macroeconomic environment remains uncertain, prompting Klaviyo Inc (KVYO) to incorporate prudence in its guidance.
- The launch of new products like the service beta products is still in early stages, with no significant revenue impact expected in the short term.
- There is a need for continued investment in infrastructure and international expansion to maintain growth momentum, which could impact short-term profitability.
Good afternoon. Welcome to Klaviyo's second-quarter fiscal 2025 earnings conference call.
(Operator Instructions)
With that, I would like to turn the call over to Andrew Zilli, Vice President of Investor relations.
Good afternoon. Thanks for joining Klaviyo's second-quarter 2025 earnings call.
Our earnings press release, investor presentation, SEC filings, and a replay of today's call can be found on our IR website at investors.klaviyo.com.
With me on the call today are Andrew Bialecki, Co-Founder and CEO; and Amanda Whalen, CFO.
As a reminder, our commentary today will include non-GAAP measures. Reconciliation to the most directly comparable GAAP measures can be found in today's earnings press release or earnings release supplemental materials, which can be found on our Investor Relations website.
Additionally, some of our comments today contain forward-looking statements that are subject to risks, uncertainties, and assumptions, which
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