Klaviyo, Inc.
Klaviyo, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in Boston, MA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $1.2 billion and a loss of $32 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.8 out of ten, 9 of 9 metrics filed: past 5.0 out of ten, present 6.0 out of ten, future 6.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.3 out of ten. No warning events in its filings since 2020. 73rd percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.2 out of ten. +43.5% a year over 5 filed years; profitable in 0 of 5. 62nd percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 2.0 out of ten. Share count grew 8.2% a year. 0% of cash flow returned. Insiders: 90 sales, 1 purchases. 20th percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.1 out of ten. ROE -3%: lost 3¢ per shareholder dollar. Leverage 24%: owes 24¢ per asset dollar. 61st percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 7.2 out of ten. top 28% of 218 in its family; net margin -2.6%. 72nd percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.8 out of ten. bottom 38% of 137 in its family for leadership; chief executive since 2026. 38th percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.8 out of ten. top 32% of 216 in its family for room to expand. 68th percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 6.5 out of ten. top 35% of 213 in its family for growth drivers. 65th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.4 out of ten. top 46% of 194 in its family for expectations against reality. 54th percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-10 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form 4, 2026-10-09. Filings on record since 2020. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 60%, Other 15%, Asia Pacific 10%, United Kingdom 10%, Other Americas 5%. As tagged in its annual report (Form 10-K, filed 2026-02-10).
Who runs it
Fernandez, Gomez Luciano (Co-Chief Executive Officer); Bialecki, Andrew (Co-Chief Executive Officer); Rowland, Stephen Eric (President); Smith, Erica Ellen (Chief Financial Officer); Whalen, Amanda (Chief Financial Officer); Hallen, Ed (Chief Product Officer); Edmond, Landon (Chief Legal Officer); Galvin, Carmel (Chief People Officer); St., Ledger Susan (director); Oulman, Roxanne (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-09.
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