Baird lowered the firm’s price target on Klaviyo (KVYO) to $39 from $44 and keeps an Outperform rating on the shares. The firm said the company’s revenue target ommission at its analyst day drives their concern for the shares. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Published first on TheFly – the ultimate source for real-time, market-moving breaking f ...

公司业务与行业地位 - 公司是营销自动化行业领先企业 提供通过个性化邮件和短信营销增强客户参与度的先进工具 [1] - 与Mailchimp和HubSpot等巨头竞争 凭借创新解决方案脱颖而出 [1] 股价表现与市场数据 - 当前股价32 20美元 较前日下跌约0 94% [3] - 市值达96 6亿美元 在行业中具有重要影响力 [3] - 纽约证券交易所交易量为1,589,250股 持续吸引金融界关注 [3] 分析师观点与公司活动 - Robert W Baird于2025年9月26日设定39美元看涨目标价 较当前32 50美元价格存在20%上行潜力 [2] - 2025年9月25日举行分析师/投资者日 展示战略方向和财务前景 [2] - 活动凸显公司对推动营销技术行业增长和创新的承诺 吸引主要金融机构分析师和投资者关注 [2]

We recently published 10 Big Names Investors Are Dumping. Klaviyo Inc. (NYSE:KVYO) is one of the companies that heavily bled in Thursday’s trading. Klaviyo dropped its share prices by 7.83 percent on Thursday to end at $32.50 as investors unloaded portfolios following its chief executive’s disposition of shares in the company. In a regulatory filing, Klaviyo Inc. (NYSE:KVYO) said that its chief executive officer, Andrew Bialecki, sold $7.49 million of his shares in the company on Tuesday, September 23. ...

Sep 26, 2025 7:00 AM Eastern Daylight Time Domaine Worldwide Named Winner of the 2025 Klaviyo Global Agency Partner of the Year Share NEW YORK--(BUSINESS WIRE)--Domaine Worldwide, the leading global Shopify design and development practice, today announced it has been named the winner of the Klaviyo Global Agency Partner of the Year, presented at Klaviyo's flagship event, K:BOS, in Boston. The inaugural K:Partners Awards celebrate the agencies and technology partners that deliver transformative outcomes, exp ...

PresentationAndrew ZilliVice President of Investor Relations All right. We're going to go ahead and get started. Good morning. Welcome to Klaviyo's first Investor Day. We're really excited to have you all here. Thanks to everybody who made the trip in to Boston or for those that are local, walked down the street. And for everybody joining us on the live stream, I'm excited to have you all here. We got a really good day ahead of us. Hopefully, a lot of you were able to listen to AB's keynote this morning and ...

**Klaviyo 2025年投资者日纪要关键要点** 公司及行业背景 - 公司：Klaviyo（NYSE:KVYO），专注于B2C CRM（客户关系管理）和营销自动化平台，服务全球超过176,000家客户，覆盖100多个国家[7][8][56] - 行业：SaaS、营销科技（MarTech）、CRM软件，重点聚焦零售和电商垂直领域，并扩展至中端市场和企业级客户[8][55][66] 核心战略与愿景 - **使命**：赋能创作者（creators）掌控自身命运，通过软件实现规模化个性化客户体验[4][5] - **AI驱动转型**：从工具型软件转向自主代理（autonomous agents），通过AI代理（如Marketing Agent和Customer Agent）自动执行营销和服务任务，减少人工操作[13][14][23] - **数据平台核心**：Klaviyo数据平台（KDP）作为业务“大脑”，存储超80亿用户画像，每日处理34亿事件，支持低延迟个性化交互[17][38][39] 产品创新与技术优势 - **多产品平台**：从营销自动化扩展到全渠道CRM，包括邮件、短信、WhatsApp、移动推送、客服中心（Customer Hub）和分析工具，产品数量从4个增至8个[38][55][60] - **AI功能发布**： - Marketing Agent：自动生成营销内容、优化活动，减少人工配置[27][28] - Customer Agent：处理75%的推荐请求和91%的订单查询，降低人工客服负担[47] - **技术速度**：每日部署超270次，18%收入投入研发，72小时内集成新AI模型（如Gemini 2.5 Flash）[37][38] 市场扩展与增长引擎 - **国际扩张**： - 收入35%来自国际市场，年增长率43%[183] - 支持11种语言，短信覆盖22个国家，新增都柏林销售中心覆盖欧洲市场[62][64] - **中端和企业级客户**： - 超6,000家中端和企业客户，ARR超5万美元客户数增长39%（IPO以来）[70] - 前10大客户平均ARR超200万美元，最大客户ARR超400万美元[70] - **合作伙伴生态**：超5,000家机构和技术合作伙伴（如Accenture、Shopify），驱动50%需求通过产品自传播（product-led）获取[56][70][71] 财务表现与目标 - **财务指标**： - TTM收入超10亿美元（IPO以来增长68%），自由现金流1.55亿美元[166] - 运营利润率从12%（2025财年）目标提升至15-17%（2028财年）[188] - NRR稳定在108%，客户留存率（GRR）88%为行业领先[177][178] - **增长杠杆**： - 多产品交叉销售：采用全栈B2C CRM的客户ARR可达单一邮件产品的1.8-3.3倍[181] - 移动产品（短信/WhatsApp）收入超1.8亿美元，27%中端客户已采用[180] 客户案例与价值验证 - **效率提升**：客户活动设置时间减少60%，总拥有成本（TCO）降低30%[60] - **ROI案例**： - Fishwife：67倍ROI[51] - Brodo：KAV（Klaviyo Attributable Value）年增293%[51] - Samsonite：KAV季度增38%[51] - **抗风险能力**：Happy Wax在仓库火灾后通过Klaviyo细分库存和客户沟通快速恢复营收[128][133] 风险与挑战 - **竞争与市场**：传统B2B CRM工具（如2010年代遗留系统）无法满足B2C实时交互需求，但企业替换周期较长[66][68] - **数据安全与合规**：企业客户要求ISO认证、自定义用户角色和数据驻留（如国际市场的本地化数据存储）[50][135] - **毛利率压力**：短信业务结构性毛利率较低，但被高毛利新产品（如AI代理）抵消[171][188] 其他关键信息 - **资本配置**：优先投入产品研发（如收购Gatsby加速社交渠道整合），稀释率目标低于2.5%[190][193] - **文化与组织**：内部全面应用AI提升效率（如编码、招聘），减少未来人员增长需求[189] - **活动预告**：下午产品主题演讲将展示更多技术细节和路线图[197] **注**：所有数据引用自电话会议记录原文（doc id序号对应具体内容段落）。

Investor Day 2025 September 25, 2025 Forward-Looking Statements and Disclaimer This presentation includes certain "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Other than statements of historical facts, all statements contained in this presentation and accompanying oral commentary, including, but not limited to, statements about Klaviyo's financial outlook, long-term financial targets, and Klaviyo's expectat ...

BOSTON--(BUSINESS WIRE)--Today at its flagship event K:BOS, Klaviyo (NYSE: KVYO) unveiled its Marketing Agent and broadly released its Customer Agent. Together they establish Klaviyo as the AI-first B2C CRM; unifying data, marketing, service, and analytics in one platform to give consumer brands a competitive advantage. These agents set the foundation for Klaviyo's vision to become the first autonomous B2C CRM designed for the AI era. Built on top of Klaviyo's data platform (KDP), Klaviyo's AI-. ...

My previous investment thought on Klaviyo (NYSE: KVYO ) was a buy rating because the growth runway remains clear for 30% growth in the foreseeable future. What is clear now is that KVYO has evolvedI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to id ...

公司高层人事变动 - 任命Chano Fernández为临时执行官 自9月1日起生效[1] - Fernández现任董事会成员 拥有企业软件组织扩展背景 曾在Eightfold.ai和Workday担任高管职务[1] - Tony Weisman转任薪酬委员会主席职务[2] 战略发展重点 - 聚焦国际扩张、AI驱动产品开发及客户群增长[3] - 近期推出AI驱动的Service套件 作为产品扩展计划的核心组成部分[3] - 预计2028年实现19亿美元营收 当前净亏损6670万美元需实现8830万美元盈利[3] - 需实现年收入214%增长率 盈利需增加155亿美元[3] 业务概况 - 提供SaaS平台 业务覆盖美国、美洲、亚太、欧洲、中东及非洲地区[4] - 新任高管背景有助于应对竞争市场的执行与客户留存风险[2] - 高管变更预计带来新的执行专业知识 影响公司运营策略[2]