Equity Profile

KVYO

Klaviyo, Inc.

Information TechnologyApplication Software$5.5B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Klaviyo, Inc. (KVYO) is a technology company that specializes in application software, focusing on marketing automation and customer engagement solutions....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.

0.19

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

362M

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

KVYO Q2-2026 Earnings Preview

Context

Company Snapshot

Klaviyo, Inc. (KVYO) is a technology company that specializes in application software, focusing on marketing automation and customer engagement solutions. As businesses increasingly rely on data-driven strategies, Klaviyo's tools help companies optimize their marketing efforts and improve customer relationships, making it relevant in the growing digital economy.

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 significantly exceeded earnings expectations with an EPS of $0.22, a remarkable surprise of over 368%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Continued focus on enhancing product features to drive customer engagement.
Commitment to expanding its customer base in various sectors.
Plans to invest in marketing strategies to boost brand awareness.

Expectations

Wall Street Expectations

Analysts expect Klaviyo to report solid earnings and revenue figures, continuing its trend of beating expectations. The consensus EPS is set at $0.19, with revenue anticipated at $362 million.

Bull Case

If Klaviyo delivers strong earnings and revenue growth, it could reinforce investor confidence and lead to a significant stock price increase, especially given its history of surprises.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially considering the high implied volatility.

Key Metrics to Watch

EPS

0.19

Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

362M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Klaviyo's EPS exceed the consensus estimate of $0.19?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What is the outlook for revenue growth given the consensus of $362 million?

Revenue growth is crucial for sustaining investor confidence and could impact future guidance and stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Klaviyo's ability to leverage its existing customer base for upselling, leading to higher-than-expected revenue growth.

Supporting Evidence

The company's recent product enhancements could drive increased customer engagement and spending.

Historical patterns show that Klaviyo has consistently outperformed earnings expectations, suggesting a potential for continued surprises.

Key Risk

If revenue growth significantly exceeds $362 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine if Klaviyo can maintain its momentum in a competitive market.

Bull Confirmed If

Earnings growth of at least 20% year-over-year would confirm the bull case.

Bear Confirmed If

Revenue falling below $350 million would raise concerns about demand and growth prospects.

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 in either direction, indicating uncertainty about the upcoming 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 a potential stock increase of around 2.77%, confirming the positive growth narrative.

In-Line / Cautious

An inline report may lead to a muted reaction as investors await further clarity on future growth prospects.

Miss

If the company misses expectations, history suggests a potential decline of around 2.77%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into product development and enhancements that could drive future growth.
3Management's outlook on market conditions and competitive landscape.
4Details on customer retention rates and engagement metrics.
5Any commentary on future guidance and strategic initiatives.

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Company Snapshot

Klaviyo, Inc. (KVYO) is a technology company that specializes in application software, focusing on marketing automation and customer engagement solutions....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.

0.19

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

362M

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 significantly exceeded earnings expectations with an EPS of $0.22, a remarkable surprise of over 368%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Continued focus on enhancing product features to drive customer engagement.
Commitment to expanding its customer base in various sectors.
Plans to invest in marketing strategies to boost brand awareness.

Expectations

Wall Street Expectations

Analysts expect Klaviyo to report solid earnings and revenue figures, continuing its trend of beating expectations. The consensus EPS is set at $0.19, with revenue anticipated at $362 million.

Bull Case

If Klaviyo delivers strong earnings and revenue growth, it could reinforce investor confidence and lead to a significant stock price increase, especially given its history of surprises.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially considering the high implied volatility.

Key Metrics to Watch

EPS

0.19

Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

362M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Klaviyo's EPS exceed the consensus estimate of $0.19?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What is the outlook for revenue growth given the consensus of $362 million?

Revenue growth is crucial for sustaining investor confidence and could impact future guidance and stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Klaviyo's ability to leverage its existing customer base for upselling, leading to higher-than-expected revenue growth.

Supporting Evidence

The company's recent product enhancements could drive increased customer engagement and spending.

Historical patterns show that Klaviyo has consistently outperformed earnings expectations, suggesting a potential for continued surprises.

Key Risk

If revenue growth significantly exceeds $362 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine if Klaviyo can maintain its momentum in a competitive market.

Bull Confirmed If

Earnings growth of at least 20% year-over-year would confirm the bull case.

Bear Confirmed If

Revenue falling below $350 million would raise concerns about demand and growth prospects.

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 in either direction, indicating uncertainty about the upcoming 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 a potential stock increase of around 2.77%, confirming the positive growth narrative.

In-Line / Cautious

An inline report may lead to a muted reaction as investors await further clarity on future growth prospects.

Miss

If the company misses expectations, history suggests a potential decline of around 2.77%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into product development and enhancements that could drive future growth.
3Management's outlook on market conditions and competitive landscape.
4Details on customer retention rates and engagement metrics.
5Any commentary on future guidance and strategic initiatives.