Klaviyo Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 10:35PM GMT
Release Date Price: MXN304.94
Keith Weiss
Morgan Stanley - Analyst

All right. Excellent. Thank you, everyone, for joining us. Keith Weiss, I run the US software franchise here at Morgan Stanley, filling in for Elizabeth Porter, who had a beautiful baby girl.

So excuse the substitution. But really pleased to be able to talk about a really exciting story, one that's been putting up really good fundamentals, not getting appreciated enough for it. I'll just tell you guys, in Klaviyo.

And we have the full cast. We have Andrew Bialecki, Co-Founder and CEO; we have Amanda Whalen, CFO; and Chano Fernandez, co-CEO. So thank you all for joining us.

Questions & Answers

Keith Weiss
Morgan Stanley - Analyst

So 2.5 years since going public. And I think thus far, Klaviyo has just proven some of the initial bear cases in terms of too limited of the scope, too limited market opportunity. And maybe to phrase it as a question rather than just a statement, how have you done that? Like how have you guys been able to really sustain the durability of growth through an environment

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