Equity Profile

KVYO

Klaviyo, Inc.

Information TechnologyApplication Software$5.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Klaviyo, Inc. is a technology company that specializes in application software for marketing automation and customer engagement....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely scrutinize this quarter.

$0.22

Customer Growth

The number of new customers acquired can signal the company's market demand and effectiveness in attracting clients.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KVYO Q2-2026 Earnings Preview

Context

Company Snapshot

Klaviyo, Inc. is a technology company that specializes in application software for marketing automation and customer engagement. With a market cap of $5 billion, it plays a crucial role in helping businesses leverage data to enhance their marketing strategies, particularly in the growing fields of e-commerce and digital marketing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1678.19%

Avg Stock Reaction

+2.77%

Last Quarter Recap

In Q1 2026, Klaviyo reported an impressive EPS of $0.22, significantly exceeding expectations by 368%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Continued focus on expanding customer base.
Investment in product development to enhance software capabilities.
Commitment to improving customer retention rates.

Expectations

Wall Street Expectations

Overall, expectations are high for Klaviyo as it has consistently beaten EPS estimates in recent quarters. Investors are eager to see if this trend continues.

Bull Case

If Klaviyo can deliver strong customer growth alongside solid EPS, it could further solidify its position as a leader in marketing automation.

Bear Case

Conversely, any signs of slowing customer acquisition or revenue growth could raise concerns about the company's long-term sustainability.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.22

EPS is a key indicator of the company's profitability and financial health, which investors will closely scrutinize this quarter.

Customer Growth

N/A

The number of new customers acquired can signal the company's market demand and effectiveness in attracting clients.

Revenue Growth Rate

N/A

Investors will want to see how quickly Klaviyo is growing its revenue, especially in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected customer growth rate for Q2 2026?

This metric will be critical in assessing the company's ability to attract and retain clients in a competitive market.

How does management plan to sustain revenue growth moving forward?

Understanding the strategy for revenue generation will help investors gauge the company's long-term prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Klaviyo to exceed growth expectations due to its unique market position and innovative product offerings.

Supporting Evidence

Klaviyo has consistently outperformed EPS estimates, suggesting strong operational execution.

The options market indicates a high implied move, reflecting investor uncertainty that could lead to a positive surprise.

Recent trends in e-commerce suggest increased demand for marketing automation tools, which could benefit Klaviyo.

Key Risk

If customer growth significantly exceeds expectations, it could invalidate the cautious outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Klaviyo's ability to maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

Achieving an EPS of $0.22 or higher with strong customer growth would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.20 or indications of slowing customer acquisition would confirm the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±25.41%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation around the earnings report.

Options are pricing ±25.4% while KVYO has averaged ±2.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

129.6%

Calls (481K)P/C Ratio: 0.07Puts (28K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Klaviyo beats expectations, history suggests the stock could rise by about 2.77%, confirming its strong market position.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline, with an average drop of around 2.77%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into product development and new features being rolled out.
3Management's outlook on market trends and competitive landscape.
4Details on customer retention rates and satisfaction metrics.
5Future guidance on revenue expectations for the upcoming quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Klaviyo, Inc. is a technology company that specializes in application software for marketing automation and customer engagement....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely scrutinize this quarter.

$0.22

Customer Growth

The number of new customers acquired can signal the company's market demand and effectiveness in attracting clients.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KVYO Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1678.19%

Avg Stock Reaction

+2.77%

Last Quarter Recap

In Q1 2026, Klaviyo reported an impressive EPS of $0.22, significantly exceeding expectations by 368%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Continued focus on expanding customer base.
Investment in product development to enhance software capabilities.
Commitment to improving customer retention rates.

Expectations

Wall Street Expectations

Overall, expectations are high for Klaviyo as it has consistently beaten EPS estimates in recent quarters. Investors are eager to see if this trend continues.

Bull Case

If Klaviyo can deliver strong customer growth alongside solid EPS, it could further solidify its position as a leader in marketing automation.

Bear Case

Conversely, any signs of slowing customer acquisition or revenue growth could raise concerns about the company's long-term sustainability.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.22

EPS is a key indicator of the company's profitability and financial health, which investors will closely scrutinize this quarter.

Customer Growth

N/A

The number of new customers acquired can signal the company's market demand and effectiveness in attracting clients.

Revenue Growth Rate

N/A

Investors will want to see how quickly Klaviyo is growing its revenue, especially in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected customer growth rate for Q2 2026?

This metric will be critical in assessing the company's ability to attract and retain clients in a competitive market.

How does management plan to sustain revenue growth moving forward?

Understanding the strategy for revenue generation will help investors gauge the company's long-term prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Klaviyo to exceed growth expectations due to its unique market position and innovative product offerings.

Supporting Evidence

Klaviyo has consistently outperformed EPS estimates, suggesting strong operational execution.

The options market indicates a high implied move, reflecting investor uncertainty that could lead to a positive surprise.

Recent trends in e-commerce suggest increased demand for marketing automation tools, which could benefit Klaviyo.

Key Risk

If customer growth significantly exceeds expectations, it could invalidate the cautious outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Klaviyo's ability to maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

Achieving an EPS of $0.22 or higher with strong customer growth would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.20 or indications of slowing customer acquisition would confirm the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±25.41%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation around the earnings report.

Options are pricing ±25.4% while KVYO has averaged ±2.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

129.6%

Calls (481K)P/C Ratio: 0.07Puts (28K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Klaviyo beats expectations, history suggests the stock could rise by about 2.77%, confirming its strong market position.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline, with an average drop of around 2.77%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into product development and new features being rolled out.
3Management's outlook on market trends and competitive landscape.
4Details on customer retention rates and satisfaction metrics.
5Future guidance on revenue expectations for the upcoming quarters.