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Klaviyo — Q3 2026 Earnings Summary

  • Q3 2026 revenue reached $387.2 million (25% YoY growth), with non-GAAP operating income of $56.9 million (15% margin) and free cash flow of $24.8 million.
  • Raised full-year 2026 revenue guidance to $1.537–$1.541 billion and Q4 2026 revenue guidance to $421–$425 million, reflecting confidence in profitable scaling and international expansion.
  • Large customer cohorts drove significant growth, with ARR over $500k up 57% YoY to 105 customers, while dollar-based net revenue retention remained strong at 108%.
  • Board authorized a new $300 million share repurchase program following $150.9 million in buybacks during Q3, alongside product launches including Klaviyo Headless and new embedded apps.
Company
KLAVIYO INC
Sector
Technology
Industry
Software - Infrastructure