Klaviyo, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Klaviyo reported Q3 2026 revenue of $387.2M (25% YoY growth) and raised full-year FY26 revenue guidance to $1.537–$1.541B (~25% growth). The company's board authorized a new $300M share repurchase program following completion of a prior $500M program (completed October 2026). Key metrics: 211,000+ customers; 4,725 customers with $50K+ ARR (+33% YoY); 390 customers with $250K+ ARR (+49% YoY); 105 customers with $500K+ ARR (+57% YoY); NRR of 108%; Non-GAAP operating income $56.9M (15% margin); free cash flow $24.8M (Q3); $705.4M cash on balance sheet (down from $1.065B nine months prior, reflecting $484.4M in share repurchases YTD).
Why this rating
Strong growth execution and customer expansion, but buyback signals capital deployment rather than transformational M&A. Material relative to $4.8B market cap, but ordinary for mature growth SaaS.
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