Klaviyo

Revenue and margin

Bars: revenue, $B (10-K). Years where the filing's revenue line isn't comparable are left out of the line.

What they see in the market

What its leaders and filings say about the ad market: its own ad business, or the channels advertisers use, since 2019; counts are statements, not spending.

• CRM, loyalty & first-party data “And we've taken that a step further by using machine learning and AI to train models to predict consumer behavior, and this powers features like personalized send times, channel preference, audience optimization and personalized product and content recommendations.” Andrew Bialecki on the earnings call · Aug 12, 2026 · source
• AI in marketing “We spent the past few months improving the scalability and burstability of Klaviyo's infrastructure to handle data and messaging workloads that require personalizing and powering up to 100 million marketing messages and experiences in less than 20 minutes.” Andrew Bialecki on the earnings call · Aug 12, 2026 · source
• Creative campaigns “And yes, we've been very excited to see the number of campaigns we were building.” Andrew Bialecki on the earnings call · Aug 12, 2026 · source
• Measurement “A stronger attribution across channels, a more robust reporting than traditional hospitality CRMs could provide.” Chano Fernandez on the earnings call · Feb 11, 2026 · source
• Affiliate & lead gen “Klaviyo Social allows companies to grow owned contact lists directly from social platforms by capturing consented email and text messaging subscribers generated through social campaigns, and to use real-time audience synchronization to improve advertising efficiency across major…” 10-K · Feb 10, 2026 · source

Peers