Klaviyo, Inc. (KVYO) Goldman Sachs Communacopia + Technology Conference 2025 Transcript


Klaviyo, Inc. (NYSE:KVYO) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 6:45 PM EDT

Company Participants

Andrew Bialecki – Co-Founder, CEO & Chairperson

Conference Call Participants

Gabriela Borges – Goldman Sachs Group, Inc., Research Division

Presentation

Gabriela Borges
Analyst

All right. Fantastic. We will go ahead and kick it off with Klaviyo.

Andrew Bialecki
Co-Founder, CEO & Chairperson

Good.

Gabriela Borges
Analyst

AB, thank you for joining us. We’re really excited to have you.

Andrew Bialecki
Co-Founder, CEO & Chairperson

Yes.

Question-and-Answer Session

Gabriela Borges
Goldman Sachs Group, Inc., Research Division

So I know that you’ve always had a really specific vision of what you think Klaviyo can look like longer term. And it feels like this year, we’ve really started to unlock the next levels of that vision beyond all the success you’ve already had on the marketing side. So paint off the picture a little bit. How do you think Klaviyo is evolving? Or in what ways do you think Klaviyo is evolving? And how does that fit into where you think the company can be 2, 5, 10 years from now?

Andrew Bialecki
Co-Founder, CEO & Chairperson

Yes. So, when we started, the genesis of Klaviyo was I’m a big runner and I’ve built this website to help people find 5Ks and marathons and stuff like that. And I worked with all the little race organizers. I remember doing that thing manually like go to each one, hey, you should listen to my website, you should listen to what I say. And I was like, boy, this is really annoying. I wish I could clone myself and just like be it everywhere to all of these folks at once. And that is what the driving ethos of Klaviyo is. I really do think. We ought to be able to scale people like either individual humans or teams, companies and just make them infinitely



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