Klaviyo Inc-A 2025年季度报告

FORM10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedSeptember30, 2025 OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _____ to _____ Commission File Number001-41806 Klaviyo, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction ofincorporation or organization) (617)213-1788(Registrant’s telephone number, including area code) (Former name, former address and formal fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subjectto such filing requirements for the past 90 days.xYesoNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files).xYesoNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.o Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).oYesxNo As of October 31, 2025, there were137,856,147shares of the registrant’s Series A common stock and164,089,133shares of the registrant’sSeries B common stock, each with a par value of $0.001 per share, outstanding. Table of Contents Item 1.Financial StatementsCondensed Consolidated Balance Sheets(Unaudited)Condensed Consolidated Statements of Operations and Comprehensive Loss(Unaudited)Condensed Consolidated Statements of Changes in Stockholders’ Equity (Unaudited)Condensed Consolidated Statements of Cash Flows (Unaudited)Notes to Condensed Consolidated Financial Statements(Unaudited)Item 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures PART II.OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures Special Note Regarding Forward-Looking Statements This Quarterly Report on Form 10‑Q contains forward-looking statements within the meaning of the federal securities laws, which arestatements that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financialor operating performance. All statements other than statements of historical fact included in this Quarterly Report on Form 10‑Q, includingstatements regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans andobjectives of management are forward-looking statements. In some cases, you can identify forward-looking statements because they containwords such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “future,” “intend,” “may,” “plan,” “potential,”“predict,” “project,” “shall,” “should,” “strategy,” “target,” “will,” “would,” or the negative of these words or other similar terms or expressionsthat concern our expectations, strategy, plans or intentions. Forward-looking statements contained in this Quarterly Report on Form 10‑Qinclude, but are not limited to, statements about: •our expectations regarding our revenue, expenses, and other operating results;•our ability to acquire new customers and grow our customer base;•our ability to successfully retain existing customers and expand sales within our existing customer base;•our ability to increase usage of our platform and upsell and cross-sell additional products and communications channels;•our ability to move up-market and address enterprise and other larger customers;•launching new products and adding new product capabilities;•our ability to leverage artificial intelligence (“AI”) and machine learning and effectively develop and deliver pro