Klaviyo, Inc. announced a $500 million share repurchase program for its Series A Common Stock, with an immediate $100 million accelerated buyback. The program, approved by the board on March 2 2026, allows the company to return capital to shareholders while preserving flexibility for future AI‑driven platform investments.
The buyback represents roughly 9‑10 % of Klaviyo’s market capitalization and comes after a 56 % decline in the stock over the past year. Despite the price drop, the company has a strong balance sheet, with more than $1 billion in cash, no debt, and $200.4 million in free cash flow generated in fiscal 2025.
Fiscal 2025 results showed $1.234 billion in revenue, up 32 % year‑over‑year, and a 75 % gross margin. In the fourth quarter, revenue was $350 million, up 30 % YoY, and the non‑GAAP gross margin was 73 %. These figures confirm the company’s robust growth and high‑margin operating model.
Klaviyo has raised its fiscal 2026 revenue guidance to $1.501‑$1.509 billion, representing 21.5‑22.5 % growth, and maintains confidence in its AI‑first B2C CRM platform. The guidance reflects the company’s belief that continued investment in AI and platform expansion will drive future revenue growth.
Andrew Bialecki, co‑founder and co‑CEO, said, “2025 was a defining year for Klaviyo with strong growth, expanding profitability, and momentum across every part of the business. This new authorization and accelerated share repurchase underscores the confidence our board of directors and management team have in the durability of our strategy, the scale of the opportunity ahead, and our belief that Klaviyo represents an attractive long‑term investment.” Amanda Whalen, CFO, added, “Our results reflect strong execution and growing demand, with 32 % annual revenue growth, expanding operating margins, and strong cash flow. The shift toward autonomous customer experiences is reinforcing the durability of our model and accelerating our growth across multi‑product adoption, enterprise wins, international expansion, and increased AI adoption, giving us confidence in our path to continued growth in 2026.”
The announcement was well received by investors, with analysts noting the buyback as a sign of confidence in Klaviyo’s valuation and future prospects.
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