Every material Form 8-K Klaviyo, Inc. has filed with the SEC since July 13, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Klaviyo reported third-quarter 2026 revenue of $387.2 million, up 25% from a year earlier, and raised its full-year 2026 revenue guidance to $1.537 billion to $1.541 billion. The board also authorized a new $300 million share repurchase program after completing its prior $500 million program in October.
Q3 2026 revenue was $387.2 million, up from $310.9 million a year earlier; GAAP operating loss narrowed to $4.5 million from $10.8 million.
Q3 GAAP net income was $704 thousand, compared with a net loss of $426 thousand in Q3 2025; non-GAAP diluted EPS was $0.22.
FY26 revenue guidance was raised to $1.537 billion to $1.541 billion; Q4 revenue guidance is $421 million to $425 million.
New $300 million share repurchase program has no expiration date and may be modified, suspended or discontinued at any time.
Klaviyo reported second-quarter 2026 revenue of $370.6 million, up 26% from a year earlier, and raised its full-year 2026 revenue guidance to $1.526 billion to $1.534 billion. GAAP net loss narrowed to $8.8 million from $24.3 million, and non-GAAP diluted earnings per share were $0.19 versus $0.16. For shareholders, the higher revenue outlook and narrower losses are the key facts, while the company also spent $233.6 million on share repurchases in the quarter.
Q2 2026 revenue was $370.6 million, up 26% year over year; GAAP net loss per share was $(0.03) versus $(0.09) a year earlier.
FY26 revenue guidance was raised to $1.526 billion to $1.534 billion, representing 24% year-over-year growth.
Third-quarter 2026 revenue guidance is $377 million to $381 million, and FY26 non-GAAP operating income guidance is $212 million to $218 million.
Q2 2026 share repurchase payments totaled $233.6 million, and the company agreed to acquire the team and technology of Agency.
Klaviyo appointed Erica Smith, former CFO of CyberArk, as its Chief Financial Officer, effective September 1, 2026, replacing Amanda Whalen. Whalen will remain employed until September 4, 2026, then serve in an advisory role through November 16, 2026 to support the transition. The filing describes a CFO change at a company whose financial leadership is shifting, with compensation tied to both time and stock price targets.
Base salary of $550,000 and a target annual cash bonus of 50% of base salary
Time-based RSUs with an initial equity value of $15 million, vesting in 16 quarterly installments
Performance stock units with an initial equity value of $3 million, tied to stock price targets of $30, $50 and $75 per share through February 15, 2029
Amanda Whalen's employment ends September 4, 2026; advisory role runs through November 16, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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