Klaviyo, Inc. (KVYO) Form 8-K — Nov 4, 2026
Klaviyo reported Q3 FY26 revenue of $387.2 million, up 25% year over year, with GAAP net income of $0.7 million and non-GAAP diluted EPS of $0.22. The company raised FY26 revenue guidance to $1.537-$1.541 billion (~25% growth) and guided FY26 non-GAAP operating income to $233-$236 million. Separately, the board authorized a new $300 million share repurchase program following completion of the prior $500 million authorization in October. CFO Erica Smith cited the company's strong cash balance ($705.4 million) and consistent cash generation.
Key figures
- Revenue
- 387200000
- Guidance
- FY26 revenue $1.537B-$1.541B (~25% YoY growth); Q4 revenue $421M-$425M (~21% YoY); FY26 non-GAAP operating income $233M-$236M; Q4 non-GAAP operating income $66.5M-$69.5M
- Net Income
- 704000
- Revenue Yoy
- 25%
- Gross Proceeds
- 300000000
- Nrr
- 108%
- Customers
- 211,000+
- Gross margin
- 74.2%
- Free cash flow
- 24797000
- Non gaap eps diluted
- 0.22
- Q3 share repurchases
- 150864000
- Adjusted free cash flow
- 40096000
- Large customers 50k arr
- 4,725, up 33% YoY
- Prior buyback completed
- 500000000
- Large customers 250k arr
- 390, up 49% YoY
- Large customers 500k arr
- 105, up 57% YoY
- Cash and cash equivalents
- 705439000
- Non gaap operating income
- 56931000
- Non gaap operating margin
- 14.7%
- Cash from operating activities
- 52650000
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