Klaviyo Q2 2025: From Channels to Full-Stack AI CRM
Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came in at 14%, and free cash flow at $59M..
The Q1 Valuation Recovery
When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market…
The Q4 2024 Valuation Update
The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages..
