KVYO
Market read
The latest filing evidence is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if KVYO's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Seasonality Generally, demand for our services increases during the fourth quarter as our customers run more marketing campaigns and deploy marketing spend as a result of increased consumer spending patterns during the holiday shopping season.”10-K · Feb 10, 2026 ↗
“Additionally, our cash flow generation ability is subject to general economic, financial, competitive, legislative, and regulatory factors, and other factors that are beyond our control.”10-Q · May 5, 2026 ↗
“Seasonality Generally, demand for our services increases during the fourth quarter as our customers run more marketing campaigns and deploy marketing spend as a result of increased consumer spending patterns during the holiday shopping season.”10-K · Feb 10, 2026 ↗
“This increase was primarily due to increases of approximately $22.6 million in salaries and related personnel expenses as a result of increased headcount, $17.5 million in stock-based compensation expense from the vesting of RSUs, $8.8 million in technology e…”10-K · Feb 10, 2026 ↗
Valuation discipline
Price/sales 3.8× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for KVYO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-05 against the comparable filing from 2025-05-06.
“This increase was primarily due to revenue growth offset by an increase in cost of revenue due to increased usage.”
“This increase was primarily due to an increase of approximately $3.9 million in stock-based compensation from the vesting of RSUs, $2.1 million in technology expenses, $2.1 million in professional services, and $1.8 million in payment processing fees related to increased volume of customer transactions.”
“Net cash outflows from changes in operating assets and liabilities primarily consisted of a $21.0 million increase in deferred contract acquisition costs related to higher sales commissions resulting from our increased revenues, $17.2 million decrease in accrued expenses and accounts payable due to timing of payments, a $12.2 million increase in accounts receivable due to an increase in customer billings, a $5.8 million increase in prepaid expenses and other assets, and a $5.5 million decrease in operating lease liabilities due to payments related to our operating lease obligations.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In July 2022, we completed a series of transactions to memorialize our strategic partnership with Shopify, which established Klaviyo as the recommended email solution for all Shopify Plus merchants.”
“Our main competitors are: • Marketing solution providers, such as Mailchimp and Braze; • Large, consolidated marketing automation software providers, such as Adobe and Salesforce; and • Data-focused vendors, such as providers of cloud data warehouses or opera…”
Depended on by
“We face intense competition from software companies that offer marketing solutions, such as Adobe, Salesforce, Iterable, and Klaviyo.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
KVYO is currently a Participant in the organic co-movement group Equity Risk. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for KVYO; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.