Klaviyo Inc (NYSE:KVYO)
$ 18.61 -1.15 (-5.82%) Market Cap: 5.30 Bil Enterprise Value: 4.58 Bil PE Ratio: 930.50 PB Ratio: 5.56 GF Score: 26/100

Q1 2026 Klaviyo Inc Earnings Call Transcript

May 05, 2026 / 08:30PM GMT
Release Date Price: $23.33 (+3.83%)
Andrew Bialecki
Klaviyo Inc - Chairman of the Board, Co-Founder, Co-Chief Executive Officer

Thanks, everyone, and welcome. We have entered the era of agents and infrastructure, at least so far as software is concerned, and our first quarter showed what that means for Klaviyo Before I cover our results and highlight a few specific observations, I would like to take a few minutes to remind everyone of the opportunity AI presents and how we are taking advantage of it. Our strategy is centered on helping businesses grow by maximizing their most important asset, their relationships with their consumers. The businesses that win are the ones that deliver stunning personalized experiences at scale. That has been the goal of everything we have built at Klaviyo for the last decade.

The reality is that creating those experiences through deep personalization, engaging media, meeting customers where they want to be met, and optimizing those experiences automatically is still not easy. Our work over the last decade has been building the infrastructure to make that possible, what we call the B2C CRM. As we

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