Klaviyo, Inc.

What the company does

• Provides a B2C customer relationship management (CRM) platform that unifies first-party consumer profiles and event data to support marketing, service, and analytics.
• Klaviyo Data Platform (KDP) combines identity, preferences, behavior, and history from over 350 third-party integrations into a single system of record.
• Powers real-time personalization and autonomous actions across channels including email, text, WhatsApp, and push notifications, with a focus on marketing automation and AI-enabled capabilities.
• Includes an AI-enabled action layer (Marketing Agent and Customer Agent) and services such as Marketing Email, Text/WhatsApp messaging, Mobile push, Social, Reviews, and Service offerings (Customer Hub, Helpdesk) integrated with data and analytics.
• Analytics offerings include real-time insights, predictive analytics (e.g., CLV, churn risk), and benchmarking against industry peers.
• Revenue is generated through subscriptions priced primarily on fixed consumer profile (active profiles) tiers and messaging usage (emails, texts, WhatsApp), with additional paid features and add-ons (e.g., Community/Reviews, Marketing Analytics).
• Emphasizes a vertically integrated stack: Data Platform (KDP), Intelligence Layer (predictions and recommendations), and Action Layer (marketing, service, analytics, and AI capabilities).

Key metrics (as of December 31, 2025)

• Customers: Over 193,000 customers (up from ~167,000 at December 31, 2024).
• Employees: 2,368 employees across six countries.
• Revenue: $1,234.0 million in 2025; $937.5 million in 2024; $698.1 million in 2023.
• Net income (loss): Net loss of $31.8 million in 2025; $46.1 million in 2024; $308.2 million in 2023.
• Gross profit: $921.5 million in 2025 and $716.2 million in 2024; gross margins 74.7% (2025) and 76.4% (2024).
• ARR concentration with Shopify: About 77.9% of annual recurring revenue (ARR) from customers who also use Shopify; 7.4% of new ARR in 2025 derived from Shopify app store-origin customers.
• International footprint: 39.9% of revenue from outside the United States in 2025; 37.6% in 2024; 30% in 2023.

Geography and partnerships

• International offices in the United Kingdom, Australia, Ireland, Singapore, and France, with ongoing expansion in Asia-Pacific and Europe.
• Recommended email solution for Shopify Plus; a large share of ARR comes from Shopify-connected customers.
• Maintains a broad ecosystem of integrations (over 350) with commerce platforms, technology partners, agencies, and developers.

Business model and growth context

• Growth drivers include an expanding customer base, increased usage by existing customers, international expansion, mid-market and enterprise sales, and cross-sell (for example, text messaging).
• Positioned as an open, flexible platform with fast time-to-value, multi-channel capability, AI-driven automation, and a subscription model tied to consumer outcomes.
• Operates with a product-led go-to-market approach complemented by a partner ecosystem of commerce platforms, technology partners, agencies, and developers.