5 Interesting Learnings from Klaviyo at $1.2 Billion in ARR: 32% Growth, 110% NRR, and Somehow Only 4x Revenue (opens in new tab)

Possibly the most mispriced public B2B leader right now. Klaviyo reported its latest FY2025 results, and the numbers are genuinely top decile. It should be a hot stock: $1.234 billion in revenue for the full year Up 32% year-over-year, with Q4 alone hitting $350 million — a 30% increase. The company beat Q4 revenue expectations... Continue Reading