异动解读 | Klaviyo盘中大涨17.74%,业绩超预期且上调全年指引

异动解读
Aug 06

8月6日周三盘中,营销自动化公司Klaviyo(股票代码:KVYO)股价大涨17.74%,引发投资者广泛关注。这一显著涨幅主要源于公司发布的第二季度财报超出市场预期,并上调了全年收入指引。

根据Klaviyo公布的财报,公司第二季度营收达2.931亿美元,同比增长32%,显著高于分析师预期的2.6616亿美元。调整后每股收益为0.16美元,同样超出分析师预期的0.13美元。公司客户群继续扩大,目前已超过17.6万,其中年经常性收入超过5万美元的大客户数量同比增长38%,达到3,291家。

值得注意的是,Klaviyo上调了2025财年全年收入指引,预计将达11.95亿至12.03亿美元。这是公司今年第二次上调年度营收预期,显示出其业务增长势头强劲。此外,公司对第三季度的展望同样乐观,预计营收将达到2.97亿至3.01亿美元,高于分析师预期。这些积极因素共同推动了Klaviyo股价的大幅上涨,为近期表现疲软的股价带来了转机。

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