

Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway.

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today at K:BOS, its annual customer conference, announced major updates to its CRM platform so brands can get more out of their AI and agents, better understand their data and personalize every experience with models built for each decision. Klaviyo is also opening up its platform, so users can access Klaviyo from inside whatever AI tool they already use.Consumer businesses serve millions of customers and generate huge volume.

NEW YORK--(BUSINESS WIRE)--MNTN (NYSE: MNTN), the technology platform bringing performance marketing to Connected TV, and Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced a new integration that brings MNTN Performance TV into email and text marketing workflows. The two-way native integration enables marketers to use Klaviyo audiences on MNTN Performance TV and also use the TV ad exposure to trigger automated email and SMS journeys in Klaviyo. Brands can activate their highest-value.

Klaviyo, Inc. (KVYO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Klaviyo, Inc. (KVYO) Presents at Citi's 2026 Global TMT Conference Transcript

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced that Klaviyo executives will participate in the following investor events. Ed Hallen, Co-Founder and Chief Strategy Officer, will participate in a fireside chat at the Citi 2026 Global TMT Conference on Tuesday, September 8, 2026 at 8:50 a.m. ET / 5:50 a.m. PT. Chano Fernández, Co-CEO, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference 2026 on Tuesday, September 8, 2.

Klaviyo (KVYO) stands out as a deeply undervalued Rule of 40 software company with robust recurring revenue and strong product momentum. KVYO is expanding its total addressable market, pushing into mid-market clients and launching AI-powered products that drive net retention and customer engagement. International growth is accelerating, with non-U.S. revenue rising in the mid-30% range, outpacing overall company growth.

Klaviyo delivered strong Q2 2026 results, raising revenue guidance and demonstrating robust enterprise adoption, AI momentum, and messaging growth. Klaviyo's gross margin outlook declined due to a mix shift toward lower-margin messaging, but since the company started to pass on carrier cost increases, we expect the margins to stabilize over time. Despite attractive valuation, trading at 1.9x FY2027E revenue, a discount to peers, Shopify dependency remains a key long-term risk, justifying the maintained "Hold" rating.