Observed Signal · Nov 4, 2026 · earnings · Source: SEC API · Impact: 4/5
Klaviyo Reports Q3 2026 Revenue of $387.2M, Reaching GAAP Net Income Profitability
Klaviyo reported revenue of $387.2 million for the third quarter ended September 30, 2026, marking a 24.6% year-over-year increase from $310.9 million in Q3 2025. The company delivered a GAAP net income of $0.70 million compared to a net loss of $0.43 million in the prior-year period. Operational momentum was supported by expansion across customer tiers, with customers generating over $50,000 in ARR increasing 33% year-over-year to 4,725. In addition, the company implemented a restructuring plan in Q3 2026 reducing full-time headcount by approximately 3%, incurring $3.4 million in severance charges. During the quarter, Klaviyo acquired technology and an assembled workforce from Agency AI, Inc. for $17.3 million in total consideration. Capital allocation remained focused on shareholder returns, repurchasing $492.3 million of common stock during the first nine months of 2026 under its previous program and authorizing a new $300.0 million share repurchase program on November 4, 2026.
Klaviyo crossed into positive quarterly GAAP net income while maintaining robust 24.6% top-line expansion, executing strategic AI acquisitions, and deploying capital into substantial share repurchases.
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Key Takeaways & Evidence Grounding
- Q3 2026 revenue increased 24.6% year-over-year to $387.2 million, with gross profit reaching $287.4 million (74.2% gross margin).
- GAAP operating loss narrowed to $4.49 million, while net income turned positive to $0.70 million, driven by $6.78 million of interest income.
- Acquired proprietary technology and workforce from Agency AI, Inc. in August 2026 for total consideration of $17.3 million.
- Authorized a new $300.0 million share repurchase program on November 4, 2026, following the near-completion of its prior $500.0 million authorization.
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Klaviyo leak exposed some sign-up passwords to advertisers
Security research by Melurna found that a misconfigured sign-up web form on Klaviyo’s site allowed new-customer sign-up information — including email addresses, passwords, company name, website and phone number — to be shared with third-party trackers and advertisers. The misconfiguration was present between at least February 2024 and November 2025, researchers told TechCrunch. Affected third parties reportedly included Facebook, Google, HubSpot, Microsoft/LinkedIn and X. Klaviyo said it fixed the issue and told TechCrunch the number of known affected individuals was fewer than 200 based on active logs; the company would not disclose how far back logs go or publicly share the customer notification. The findings were shared with TechCrunch ahead of a Def Con talk by the researchers.
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