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The themes Klaviyo is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SE287,7B $A+
SHOPShopify Inc.192,7B $A+
CRMSalesforce, Inc.179,4B $A+
ADPAutomatic Data Processing, Inc.120,9B $A+
NOWServicenow, Inc.106,7B $A
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Subscriptions to its software
- Professional services
Конкурирует с
Что продаёт6
Marketing Email
Tools for businesses to send targeted emails, create automated message sequences, and test different messages.
Text and WhatsApp messaging
Tools for sending targeted text and WhatsApp messages, including promotions, alerts, and reminders.
Klaviyo Data Platform (KDP)
Software that brings customer profiles and activity data together so businesses can organize customers and use that information in their marketing and service work.
Показать ещё 3
Marketing Agent
An AI assistant that can create marketing campaigns, automated message sequences, and signup forms using a business’s customer data.
Klaviyo Service
Customer-service tools including Helpdesk for managing support conversations, Customer Hub for shoppers to track orders and get help, and Customer Agent for answering questions.
Composer
A next-generation agent for marketing and analysis that Klaviyo announced as a public beta in June 2026.
Кто покупает4
- Retail and online-shopping businesses that use Klaviyo to market to shoppers and manage customer interactions; this is its main customer group.
- Small businesses, including entrepreneurs, that can sign up and use the software themselves.
- Mid-sized and large businesses that may work with Klaviyo sales teams to adopt the software across brands, business units, or regions.
- Businesses in education, events and entertainment, restaurants, travel, and business-to-business markets.
На чём держится и что может это сломать
От чего зависит бизнес
- 1Klaviyo relies on third-party commerce platforms, especially Shopify, for integrations and customer access; it has a strategic partnership with Shopify.
- 2It relies on a third-party cloud infrastructure provider to host its software.
- 3Its messaging service depends on third parties that carry messages and on email providers and mobile systems that affect whether messages reach consumers.
Что может пойти не так
- 1Disruptions to Shopify or other third-party integrations, or changes in partner relationships, could interfere with customer data connections and Klaviyo’s ability to attract businesses.
- 2Privacy, data-protection, and commercial messaging laws govern how Klaviyo and its customers collect data and contact consumers; non-compliance could lead to costs, fines, or limits on the service.
- 3A security breach, software failure, or disruption to cloud hosting or message delivery could expose customer data, prevent messages from reaching shoppers, or lead customers to leave.
Полная финансовая отчётность →
О компании Klaviyo, Inc.
Klaviyo brings together a business’s customer details and activity, such as purchases and browsing, to help it send tailored messages and manage customer conversations. Its tools include email, text and WhatsApp marketing, customer support, reporting, and artificial intelligence (AI) features. It served over 205,000 businesses (June 30, 2026, high confidence).
- Штаб-квартира
- Boston, Massachusetts, United States
- Год основания
- 2012
- Сотрудников
- 2,368 (December 31, 2025, high)
- Торгуется на
- NYSE
- Конец финансового года
- December 31
Построено по собственной отчётности Klaviyo, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
