종목/KVYO
Klaviyo, Inc.
FY26-Q2 Guidance: Revenue $359 — $363 million.
FY26 Guidance: Revenue $1,514 — $1,522 million.
FY26-Q2 Non-GAAP Operating Income: $47.5 — $50.5 million.
FY26 Non-GAAP Operating Income: $222 — $228 million.
FY26 Non-GAAP Operating Margin: Q2 13.0% — 14.0%; FY26 14.5% — 15.0%.
Fully Diluted Shares Outstanding (Millions) used for guidance: 302.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system. It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sync data; Advanced KDP that provides an enhanced set of data capabilities; Marketing Agent, an AI-driven and autonomous marketing assistant designed to automate and accelerate marketing strategy, content creation, and campaign execution; Customer Agent, an AI-powered assistant that provides support and selling across digital channels; Klaviyo Social, which brings social interaction data into the company's unified consumer profiles; and Marketing Analytics that provide real-time AI-powered insights into consumer purchase. In addition, the company offers email marketing solutions comprising a range of customizable drag-and-drop templates, automated campaign and workflow capabilities, smart send time optimization, generative AI tools, and A/B testing; mobile messaging capabilities through text messaging, rich communication services, and WhatsApp; personalized push notifications; reviews add-on to collect product reviews, consumer data, and messaging; and integration, segmentation, automation, and analytics and benchmark features for its platform. Further, it provides Customer Hub, a consumer-facing portal that brings shopping, service, and personalization together in one place; and Helpdesk, an AI-powered workspace for managing consumer conversations across channels. The company serves entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises. Klaviyo, Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q1 | $0.20 | $0.22 | +10.2% | $358M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출·마진 동시 개선과 상향된 연간 가이던스는 대체로 'beat and raise' 성격으로 시장에 긍정적 톤을 줄 가능성이 높음. 다만 GAAP 영업이익은 거의 중립 수준이고 비(非)GAAP 항목에 대한 예측 불확실성이 존재하여 단기적으로 밸류에이션 민감도가 남아 있음.