klaviyo - TJ's Blog

The Q3 2024 Valuation Update

Klaviyo has maintained its position as a stock market darling. Trading at over thirteen times last-twelve-months (LTM) revenue, its $11.53 billion market cap places it…

On the Health of the SMB

Speaking of inherent biases in frameworks, mine is the focus on the health of the SMB segment. Especially the focus on the “small” in small…

Braze Predicts 25% Revenue Growth in 2025

With a 23% year-over-year (YoY) increase in revenue and $600M in ARR, Braze rounded out the Q3 2024 (its FY 2025) earnings results for the…

Twilio Completes the BFCM Picture

From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…

Klaviyo, Attentive, Postscript, Vibes, Sinch, and Infobip Share BFCM Stats

Attentive hit 620 million texts on Black Friday; Klaviyo sent 420 million messages (email + text) in just one hour that day. Building on last…

Shopify Merchants Break Records with $5B in Black Friday Sales, Peaking at $4.6M Per Minute

Shopify merchants smashed records with $5 billion in Black Friday sales, peaking at $4.6 million per minute. If Shopify had a banner season, you can…

Sinch, LINK, Klaviyo, and Upland Report on 2024 Progress

With the exception of Klaviyo, sustaining momentum within increasingly demanding markets remains a challenge for the cohort. Over 80% of Klaviyo’s top fifty customers use…

The Good, The Interesting, The Unknown: a 2024 Earnings Check-In

In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…

$400 Billion B2B Opportunity, RCS Can’t Come Soon Enough, and Other MWC 2024 Observations

The morning of my fireside chat with Vonage CEO Niklas Heuveldop at the ConnectMobile stage, the GSMA released a report stating that wireless operators were…

SaaS Capital Talks Private Valuations

Now in its tenth year, SaaS Capital released its private company benchmark survey. Unless there is survey data (like what SaaS Capital has), it’s harder…

Klaviyo Leads the 2024 Valuation Race

At over ten times its last twelve months’ (LTM) revenue, Klaviyo leads the valuation race. Its $8.31 billion valuation puts it in the same zip…

Klaviyo Flexes into the Enterprise to Deliver a Stellar Q2

Klaviyo reported $222 million in revenue with a 35% year-over-year growth rate and SaaS-like 77% gross margins. At this rate, it is possible that the…