Filing Flows › Klaviyo (KVYO) › Guidance & outlook
Klaviyo (KVYO) guidance and outlook
Klaviyo (KVYO) raised its guidance on Nov 4, 2026: Revenue $1.5B for FY2026; Revenue +25% for FY2026. Klaviyo's 10-Q filed Nov 4, 2026 makes 28 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $1.5B | raised |
| Revenue | FY2026 | +25% | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Going forward, our ability to increase sales to existing customers will depend on a number of factors, including our customers’ satisfaction with our solutions and the ability of our customers to attract new consumers.
- We expect these three forms of revenue expansion to continue in the future.
- Dollars and Canadian Dollars, and we believe that adding additional currencies to our platform will help us further our international expansion efforts.
- As technology and consumer preferences change, we believe that our ability to drive continuous product innovation will be critical to attract and retain customers and drive revenue growth.
- Our text messaging and WhatsApp messaging offerings have higher associated communication sending costs, and as the number of text messages and WhatsApp messages sent by our customers increases, we expect our gross margin to decline modestly.
- Text messaging and WhatsApp messaging are particularly concentrated in the fourth quarter of each year due to the holiday shopping season, and as a result, we expect our gross margin to be most heavily impacted in that quarter.
- We believe we will see our overall gross profit dollars increase as customers send more text messages and WhatsApp messages if our text messaging and WhatsApp messaging offerings continue to gain traction.
- We intend to continue actively investing in addressing new industry verticals and product use cases.
- ARR, for any date of determination, is the annualized value of existing paid subscriptions, which we calculate by taking the amount of revenue that we expect to receive in the next monthly period for our existing paid subscriptions, assuming no changes to such subscriptions in the next month, as of that date of determination, and multiplying that amount by twelve.
- Our customers utilize our text messaging offering in particular during the holidays; as such, to the extent that our text messaging offering grows in proportion to our other channels, we expect that we would see further seasonality.
- A significant majority of our revenues are derived from sales of subscriptions, which are comprised of fees paid by customers to access our cloud-based software platform for storing first-party consumer data and using it to create and deliver personalized and targeted consumer experiences across digital channels.
- We expect our cost of revenue to increase in dollar amount as we continue to invest in our platform infrastructure and support, acquire new customers, and drive existing customers to expand their usage of our platform.
Klaviyo's latest quarter
Klaviyo, Q3 2026: revenue $387M (+25% year over year), operating margin -1.2%, net earnings $704K, operating cash flow $52.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Klaviyo raise or lower its guidance?
Klaviyo (KVYO) raised its guidance on Nov 4, 2026: Revenue $1.5B for FY2026; Revenue +25% for FY2026.
What does Klaviyo expect?
Going forward, our ability to increase sales to existing customers will depend on a number of factors, including our customers’ satisfaction with our solutions and the ability of our customers to attract new consumers. We expect these three forms of revenue expansion to continue in the future. Dollars and Canadian Dollars, and we believe that adding additional currencies to our platform will help us further our international expansion efforts.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.