Klaviyo Delivers Solid Q3 with Enterprise Growth, Multi-Product Strength, and Agent Traction
Klaviyo reported Q3 FY26 revenue of $387.2 million, up 25% year-over-year, with non-GAAP EPS of $0.22 and a 15% non-GAAP operating margin. Growth was led by enterprise cohorts: customers over $50K ARR grew 33%, over $250K grew 49%, and over $500K grew 57%, with NRR at 108% and international revenue up 32%.
Key figures
- Eps
- 0.22
- Revenue
- 387200000
- Guidance
- FY26 revenue $1.537B-$1.541B (~25% YoY growth), raised; Q4 revenue $421M-$425M (~21% YoY); Q4 non-GAAP operating income $66.5M-$69.5M; FY26 non-GAAP operating income $233M-$236M
- Revenue Yoy
- 25%
- Fcf
- 24800000
- Nrr
- 108%
- Customers
- 211,000+
- Adjusted fcf
- 40100000
- Gross margin
- 74%
- Gross profit
- 287400000
- Non gaap eps
- 0.22
- Intl revenue growth
- 32%
- Cash and equivalents
- 705439000
- Cash from operations
- 52700000
- Buyback authorization
- 300000000
- Customers over 50k arr
- 4725
- Customers over 250k arr
- 390
- Customers over 500k arr
- 105
- Non gaap operating income
- 56900000
- Non gaap operating margin
- 15%
- Customers over 50k arr yoy
- 33%
- Customers over 250k arr yoy
- 49%
- Customers over 500k arr yoy
- 57%
- Arr from 3plus product customers
- 22%
AI analysis
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