Klaviyo Q3 2026: EPS Beats by 28%, Guidance Raised to $1.54B
As seen on the 24/7 Wall St. homepage on November 4, 2026.
Customers paying more than $250,000 a year grew 49%, and management raised full-year revenue guidance to as much as $1.541 billion. The board also authorized a fresh $300 million buyback.
Continue ReadingShow less
Klaviyo's third-quarter fiscal 2026 adjusted earnings per share of $0.22 cleared the consensus estimate by roughly 28%, with revenue also ahead of expectations. The beat landed despite a Goldman Sachs downgrade that had weighed on shares heading into the earnings report.
Customers generating more than $250,000 in annual recurring revenue grew 49% year over year, and revenue outside the Americas expanded as international traction deepened. Total customer count grew to more than 211,000 brands.
Cross-sell is gaining traction: 22% of annual recurring revenue now comes from customers using three or more products. Non-GAAP operating margin improved to 14.7% even as research and development spending rose to support expanded AI-agent capabilities.
Sponsored
Management raised full-year fiscal 2026 revenue guidance to roughly $1.54 billion, implying about 25% growth, and guided fourth-quarter revenue higher as well. The board also authorized a new $300 million share repurchase program after completing a prior $500 million buyback in October.
Klaviyo missed expectations in both Q4 2024 and Q3 2025, posting $0.07 and $0.04 against consensus figures of $0.12 and $0.11. The Q3 2026 result of $0.22 matches the Q1 2026 reported figure and marks a clean beat after those earlier stumbles.
Mentioned: KVYO