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CROUSDT
Crypto.com Coin / Tether USD
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Jun 22, 2026 9:14:04 AM EDT
0.05972USDT+1.083%(+0.00064)3,990,031CRO236,033USDT
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CRO Reddit Mentions
Subreddits
Limit Labels     

We have sentiment values and mention counts going back to 2017. The complete data set is available via the API.
Take me to the API
CRO Specific Mentions
As of Jun 22, 2026 9:17:37 AM EDT (<1 min. ago)
Includes all comments and posts. Mentions per user per ticker capped at one per hour.
43 min ago • u/Glass_Cherry5295 • r/cro • sell • B
I’ve stacked up a bag I’m “happy” with. I’ve thought maybe now I’ll start selling any earned CRO for BTC.
However. How could I sell now? We’re in the low of lows. Surely we have a few good bull runs left, I should hold the CRO I want to sell for when we are over .10 again right? RIGHT?!
sentiment 0.74
20 hr ago • u/q2subzero • r/cro • icy_white_credit_card_stake_rewards_keep_getting • C
My Icy White stake just crossed the 400k CRO mark. I feel like unstaking it soon so it will be ready for any spike moving upwards. If I didn't upgrade to the lastest Icy White card when CRO went over 0.35 around 6 months ago, I could have gotten out with more than my initial investment and would make me much happier in life.
I'm almost done with CRO, done with CDC using it as bait and just laughing as us holders keep a depreciating asset.
sentiment 0.92
20 hr ago • u/Ready_Tower_5979 • r/cro • icy_white_credit_card_stake_rewards_keep_getting • C
I dont have much invested. I did the 4k for the Jade card then when CRO hit almost $1 I upgraded to ICY for free. Have not sold much at all. I just stake everything and as of today I am up to 995k CRO. The next run to .30 or more, I will be selling a few hundred thousand minimum and put it into stock.
The whale baskets are killing it for me. Im up 25% in the 6 months that I have been doing it. I have 4 baskets all well into the green. I still buy $50 of BTC weekly on my Robinhood account. I have 1BTC staked on CDC that I dont plan on selling. I just put it into their eran and get more free CRO and BTC.
I still have faith that cro will hit $1, but I do not see that happens for years down the road. Kris is focused on Ai and prediction markets.
sentiment 0.77
21 hr ago • u/q2subzero • r/cro • icy_white_credit_card_stake_rewards_keep_getting • C
feels like that for me too... check out my documented rewards here:
[https://www.reddit.com/r/cro/comments/1kvv7ok/icy\_white\_stake\_reward\_update/](https://www.reddit.com/r/cro/comments/1kvv7ok/icy_white_stake_reward_update/)
Each year that goes by, I feel like CDC lures new money in with CRO rewards and just laughs as CRO token goes down in price.
I feel so bad I invested so much into CDC.
sentiment 0.83
1 day ago • u/Dangerous_Net_7223 • r/Crypto_com • staking_500k_automatically_approved • C
I totally understand you but once you lose 200k you won’t see that the same way. -20% in one year is a 90% probability.
Don’t forget that the rewards is in CRO, So each time you get some, you need to convert it to usd if you don’t want it to lose value , its insane. And it’s not compatible everywhere : it’s a debit card .
Ether fi is a credit card. It’s 4% so 1% less than crypto.com (first year is 6,5% with crypto then its 5%), but it becomes 5% if you ask your wife or family to refer you (they will get 1% of your purchase , so 4+1=5%)
And fundamentally it is viable : CRO everyone sells it , it cannot take value long term. Ether fi the rewards are in ETH or USD at your option. And it comes from their ETH staking business , they allocate a percentage to credit card rewards . CRO ? they just mint CRO out of thin air !
Last but not least, deposit 1M and contact ether fi support. They will grant you the VIP status , unlocking those 4% directly and the gold metal card. The 1M will go to a 5% per year APR stable coin safe. So it’s unlike any risks you wanted to take with cro
sentiment 0.98
1 day ago • u/housesoftheholy1 • r/stocks • kvyo_high_growth_profitable_trading_at_under_3x • Company Discussion • B
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. This from both a platform level and pricing level.
Company: Klaviyo
Ticker: KVYO
Market cap: $4 billion USD
Current Stock Price: Roughly $13.25. Was trading between $25-35 most of 2025 before SaaS got hammered. Hit a high of $50 or so
2025 revenue: Roughly $1.2 billion
2026 revenue guidance: Roughly $1.55 billion
Misc: Nearly $1 billion in cash and effectively 0 debt
What is Klaviyo? They are an AI-powered B2C CRM and marketing automation platform. It helps businesses grow by unifying customer data and automating highly personalized messages across email, SMS, WhatsApp, and mobile push notifications. They are the go-to communication platform for any brand that cares about knowing their customers and making money. They have an absolute stranglehold in the Shopify space. 
But wait? A CRM and email/sms platform can just be vibe coded! Well yes, but you can’t just make up the underlying customer data. Also, there is no world where you negotiate better email/sms rates for yourself. Even if somehow you did, your delivery, open rates, conversion, etc would be absolute DOG SHIT and cost you thousands to millions in revenue every year (or month, depending on the brand). 
What Klaviyo truly is under the surface is a customer database with 8 BILLION customer profiles (collected over their 13 years of existence) and process billions of events every single day. All 1st party data.
Some examples of the data include:
\\- purchase history
\\- product interactions
\\- website behaviour
\\- customer lifetime value data
\\- commerce intent data
\\- customer profiles
Access to this data is what allows a brand to know when to send a message, to whom, and with what content. The platform is fundamentally a customer database connected directly to commerce activity. 
This advantage allows Klaviyo to beat any random AI native email platform that has no customer data to work off. A few points below I give a concrete example comparing Klaviyo to some vibe coded garbage.
Oh, and they have always billed on usage, NOT on seats. So ai workflow adoption improve within the platform, the more they can bill.
Now let me break down the key themes as to why klaviyo is undervalued IMO:
1. Current valuation disconnect 
\\- Klaviyo trades at a materially lower revenue multiple than many SaaS peers despite growth being comparable or better. They currently sit at less than a 3x rev multiple 
\\- Rule of 40: Revenue growth remains among the strongest in public SaaS, even with the sandbagged guidance
\\- Recently crossed into meaningful profitability and maintain strong margins. Non gaap operating margins at roughly 14-15%, while gross margins are at 75%
2. Management Has a History of Sandbagging
Consistently guided conservatively and then materially beat expectations over the past two years. They have only been public since late 2023
In 2024 they guided around 27% revenue growth but then finished the year at 34% revenue growth, while in 2025 they guided 23% and then finished with 32%. This year they guided 21% initially and already raised to 22%.
Q1 results (28% growth) is additional evidence that current guidance may again prove conservative. Just by the math alone there seems to be almost no way that growth will be under 25% over the year. The business would have to fall flat on its face for that to happen.
Management explicitly stated that revenue from their new Customer Agent tool contributions were not fully reflected in guidance. They stated that eventually they see this new tool being as big or BIGGER than their current marketing offerings. Customer agent is a chatbot + helpdesk offering that also sits on top of their dense customer data layer. 
My guess is that they will end the year between 25-30% revenue growth
3a. AI Is an accelerator not a disrupter 
Klaviyo owns one of the largest collections of first-party commerce data in the industry 
An AI-generated marketing campaign is only as good as the customer data feeding it.
AI can generate emails. AI cannot magically recreate years of purchase history, browsing behavior, customer profiles, and attribution data. AI would still need to answer to questions like:
\\- which customer should receive this message?
\\- which customer is likely to churn?
\\- which customer will buy again?
\\- which customer is high ltv?
But Klaviyo CAN answer those. So the better AI gets, the more valuable the underlying data becomes
I want to explain the stark difference comparing Klaviyo to some vibe coded copycat in a real life example. The idea here is  predicting who will buy
Let’s say a merchant has 500k customers and wants to know: Who is most likely to purchase in the next 30 days?
The vibe coded klaviyo knows:
\\- Last site visit
\\- Last purchase
\\- Email opens
= can make a decent prediction.
Klaviyo instead learned from:
\\- Millions of similar stores
\\- Billions of purchase events
\\- Historical customer journeys
Klaviyo knows that:
\\- Customers who buy Product A and revisit within 7 days convert 3.4x more often
\\- Customers who stop opening emails after 45 days have an 80% higher churn risk
\\- Customers exhibiting Pattern X respond better to SMS than email
These improvements in prediction accuracy create enormous ROI.
Now lets look at a revenue example for a brand that generates:
\\- $10 million annual revenue.
\\- current email marketing revenue at $3 million.
..If better targeting increases conversion rates by only 10%:
$3M × 10% = $300,000 additional revenue.
If Klaviyo charges $30,000-$50,000 annually, the ROI is obvious.
3b. They have AI products in the pipeline:
The first is one already in market called Service Agent. This is a helpsesk + virtual assistant for brands. Klaviyo CFO claimed this could be as big or BIGGER than their existing marketing platform offering.
The second one is still in beta and is an internal agent that allows users to prompt the creation of campaigns, instead of building them manually. As you can imagine, since they bill on usage, this will allow them to generate more $.
4. Enterprise Expansion Is crushing
Historically viewed as SMB and midmarket-focused, but enterprise adoption continues accelerating.
In q1 they reported 38%YoY growth in their enterprise segment
They hired former Workday CEO to co-CEO with the current CEO/founder to help accelerate this further. The recent CRO hire also comes from Workday. If you don’t know anything about Workday, they are enterprise focused completely
They are also expanding aggressively and successfully in Europe
5. NRR is crushing at 110%
6. Shopify Relationship
\\- Deep integration with Shopify ecosystem.
\\- Shopify has a 5% stake in Klaviyo
\\- Many bears use Shopify as a bear case and that Klaviyo is too deeply reliant… if you know anything about this space, you know that Shopify absolutely benefits from a growing and successful Klaviyo. There is no world where they can make their own version of Klaviyo and have it be anywhere near as good. Also, why nuke your own investment? It is more likely that Shopify outright buys Klaviyo one day IMO
7. Founder-Led Company
Founders are still heavily involved with significant ownership. Andrew Bialecki is the co-founder and now holds a co-CEO title along with the new ex Workday CEO, Chano. Andrew is focusing on the AI side while Chano focused on enterprise penetration
8. Klaviyo recently authorized a $500 million share repurchase program, including an immediate $100 million accelerated share repurchase.  
At announcement, the authorization represented roughly 9-10% of market capitalization 
TLDR:
The market is valuing Klaviyo like a generic SaaS company that AI will commoditize, while the reality is that it is becoming a profitable, enterprise-focused, first-party commerce data platform whose moat actually strengthen as AI takes over.
Imo this is a good opportunity to get into a stock that will rebound to its 2025 trading levels and continue to grow 4-10x from here longterm.
I personally have over 15,000 shares.
Finally, this is not financial advice. Do your own research and buy at your own risk. My posts here are for entertainment purposes only.
sentiment 1.00
1 day ago • u/housesoftheholy1 • r/ValueInvesting • kvyo_high_growth_profitable_trading_at_under_3x • Stock Analysis • B
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. This from both a platform level and pricing level.
Company: Klaviyo
Ticker: KVYO
Market cap: $4 billion USD
Current Stock Price: Roughly $13.25. Was trading between $25-35 most of 2025 before SaaS got hammered. Hit a high of $50 or so
2025 revenue: Roughly $1.2 billion
2026 revenue guidance: Roughly $1.55 billion
Misc: Nearly $1 billion in cash and effectively 0 debt
What is Klaviyo? They are an AI-powered B2C CRM and marketing automation platform. It helps businesses grow by unifying customer data and automating highly personalized messages across email, SMS, WhatsApp, and mobile push notifications. They are the go-to communication platform for any brand that cares about knowing their customers and making money. They have an absolute stranglehold in the Shopify space. 
But wait? A CRM and email/sms platform can just be vibe coded! Well yes, but you can’t just make up the underlying customer data. Also, there is no world where you negotiate better email/sms rates for yourself. Even if somehow you did, your delivery, open rates, conversion, etc would be absolute DOG SHIT and cost you thousands to millions in revenue every year (or month, depending on the brand). 
What Klaviyo truly is under the surface is a customer database with 8 BILLION customer profiles (collected over their 13 years of existence) and process billions of events every single day. All 1st party data.
Some examples of the data include:
\- purchase history
\- product interactions
\- website behaviour
\- customer lifetime value data
\- commerce intent data
\- customer profiles
Access to this data is what allows a brand to know when to send a message, to whom, and with what content. The platform is fundamentally a customer database connected directly to commerce activity. 
This advantage allows Klaviyo to beat any random AI native email platform that has no customer data to work off. A few points below I give a concrete example comparing Klaviyo to some vibe coded garbage.
Oh, and they have always billed on usage, NOT on seats. So ai workflow adoption improve within the platform, the more they can bill.
Now let me break down the key themes as to why klaviyo is undervalued IMO:
1. Current valuation disconnect 
\- Klaviyo trades at a materially lower revenue multiple than many SaaS peers despite growth being comparable or better. They currently sit at less than a 3x rev multiple 
\- Rule of 40: Revenue growth remains among the strongest in public SaaS, even with the sandbagged guidance
\- Recently crossed into meaningful profitability and maintain strong margins. Non gaap operating margins at roughly 14-15%, while gross margins are at 75%
2. Management Has a History of Sandbagging
Consistently guided conservatively and then materially beat expectations over the past two years. They have only been public since late 2023
In 2024 they guided around 27% revenue growth but then finished the year at 34% revenue growth, while in 2025 they guided 23% and then finished with 32%. This year they guided 21% initially and already raised to 22%.
Q1 results (28% growth) is additional evidence that current guidance may again prove conservative. Just by the math alone there seems to be almost no way that growth will be under 25% over the year. The business would have to fall flat on its face for that to happen.
Management explicitly stated that revenue from their new Customer Agent tool contributions were not fully reflected in guidance. They stated that eventually they see this new tool being as big or BIGGER than their current marketing offerings. Customer agent is a chatbot + helpdesk offering that also sits on top of their dense customer data layer. 
My guess is that they will end the year between 25-30% revenue growth
3a. AI Is an accelerator not a disrupter 
Klaviyo owns one of the largest collections of first-party commerce data in the industry 
An AI-generated marketing campaign is only as good as the customer data feeding it.
AI can generate emails. AI cannot magically recreate years of purchase history, browsing behavior, customer profiles, and attribution data. AI would still need to answer to questions like:
\- which customer should receive this message?
\- which customer is likely to churn?
\- which customer will buy again?
\- which customer is high ltv?
But Klaviyo CAN answer those. So the better AI gets, the more valuable the underlying data becomes
I want to explain the stark difference comparing Klaviyo to some vibe coded copycat in a real life example. The idea here is  predicting who will buy
Let’s say a merchant has 500k customers and wants to know: Who is most likely to purchase in the next 30 days?
The vibe coded klaviyo knows:
\- Last site visit
\- Last purchase
\- Email opens
= can make a decent prediction.
Klaviyo instead learned from:
\- Millions of similar stores
\- Billions of purchase events
\- Historical customer journeys
Klaviyo knows that:
\- Customers who buy Product A and revisit within 7 days convert 3.4x more often
\- Customers who stop opening emails after 45 days have an 80% higher churn risk
\- Customers exhibiting Pattern X respond better to SMS than email
These improvements in prediction accuracy create enormous ROI.
Now lets look at a revenue example for a brand that generates:
\- $10 million annual revenue.
\- current email marketing revenue at $3 million.
..If better targeting increases conversion rates by only 10%:
$3M × 10% = $300,000 additional revenue.
If Klaviyo charges $30,000-$50,000 annually, the ROI is obvious.
3b. They have AI products in the pipeline:
The first is one already in market called Service Agent. This is a helpsesk + virtual assistant for brands. Klaviyo CFO claimed this could be as big or BIGGER than their existing marketing platform offering.
The second one is still in beta and is an internal agent that allows users to prompt the creation of campaigns, instead of building them manually. As you can imagine, since they bill on usage, this will allow them to generate more $.
4. Enterprise Expansion Is crushing
Historically viewed as SMB and midmarket-focused, but enterprise adoption continues accelerating.
In q1 they reported 38%YoY growth in their enterprise segment
They hired former Workday CEO to co-CEO with the current CEO/founder to help accelerate this further. The recent CRO hire also comes from Workday. If you don’t know anything about Workday, they are enterprise focused completely
They are also expanding aggressively and successfully in Europe
5. NRR is crushing at 110%
6. Shopify Relationship
\- Deep integration with Shopify ecosystem.
\- Shopify has a 5% stake in Klaviyo
\- Many bears use Shopify as a bear case and that Klaviyo is too deeply reliant… if you know anything about this space, you know that Shopify absolutely benefits from a growing and successful Klaviyo. There is no world where they can make their own version of Klaviyo and have it be anywhere near as good. Also, why nuke your own investment? It is more likely that Shopify outright buys Klaviyo one day IMO
7. Founder-Led Company
Founders are still heavily involved with significant ownership. Andrew Bialecki is the co-founder and now holds a co-CEO title along with the new ex Workday CEO, Chano. Andrew is focusing on the AI side while Chano focused on enterprise penetration
8. Klaviyo recently authorized a $500 million share repurchase program, including an immediate $100 million accelerated share repurchase.  
At announcement, the authorization represented roughly 9-10% of market capitalization 
TLDR:
The market is valuing Klaviyo like a generic SaaS company that AI will commoditize, while the reality is that it is becoming a profitable, enterprise-focused, first-party commerce data platform whose moat actually strengthen as AI takes over.
Imo this is a good opportunity to get into a stock that will rebound to its 2025 trading levels and continue to grow 4-10x from here longterm.
I personally have over 15,000 shares.
Finally, this is not financial advice. Do your own research and buy at your own risk. My posts here are for entertainment purposes only.
sentiment 1.00
2 days ago • u/housesoftheholy1 • r/wallstreetbets • actual_real_dd_long_the_saas_stock_that_actually • DD • B
In my opinion, this company has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will and already does benefit massively from AI adoption and advancement. This from both a platform level and pricing level.
Company: Klaviyo
Ticker: KVYO
Market cap: $4 billion USD
Current Stock Price: Roughly $13.25. Was trading between $25-35 most of 2025 before SaaS got hammered. Hit a high of $50 or so
2025 revenue: Roughly $1.2 billion
2026 revenue guidance: Roughly $1.55 billion
Misc: Nearly $1 billion in cash and effectively 0 debt
What is Klaviyo? They are an AI-powered B2C CRM and marketing automation platform. It helps businesses grow by unifying customer data and automating highly personalized messages across email, SMS, WhatsApp, and mobile push notifications. They are the go-to communication platform for any brand that cares about knowing their customers and making money. They have an absolute stranglehold in the Shopify space. 
But wait? A CRM and email/sms platform can just be vibe coded! Well yes, but you can’t just make up the underlying customer data. Also, there is no world where you negotiate better email/sms rates for yourself. Even if somehow you did, your delivery, open rates, conversion, etc would be absolute DOG SHIT and cost you thousands to millions in revenue every year (or month, depending on the brand). 
Now I know you regards like to apply the “data moat” buzzword to every shit SaaS stock you hold and are down 80% on, but with Klaviyo the underlying customer data is what brands NEED to actually see ROI. This is the differentiator.
What Klaviyo is under the surface is a customer database with 8 BILLION customer profiles (collected over their 13 years of existence) and process billions of events every single day. Some examples of the data include:
\- purchase history
\- product interactions
\- website behaviour
\- customer lifetime value data
\- commerce intent data
\- customer profiles
Let those numbers sink in. This data is all 1st party data BTW. 
Access to this data is what allows a brand to know when to send a message, to whom, and with what content. The platform is fundamentally a customer database connected directly to commerce activity. 
This advantage allows Klaviyo to beat any random AI native email platform that has no customer data to work off. A few points below I give a concrete example comparing Klaviyo to some vibe coded garbage.
Oh, and they have always billed on usage, NOT on seats. So ai workflow adoption improve within the platform, the more they can bill.
Now let me break down the key themes as to why klaviyo is undervalued IMO:
1. Current valuation disconnect 
Klaviyo trades at a materially lower revenue multiple than many SaaS peers despite growth being comparable or better. They currently sit at less than a 3x rev multiple 
The attached chart shows KVYO at around 22-23% NTM growth but trading at a lower multiple than many slower-growing names (BTW, their growth rate is likely a lot more than this, I’ll explain the sandbagging later). Oh, they’re also profitable
2. Rule of 40
Revenue growth remains among the strongest in public SaaS, even with the sandbagged guidance
Recently crossed into meaningful profitability and maintain strong margins. Non gaap operating margins at roughly 14-15%, while gross margins are at 75%
3. Management Has a History of Sandbagging
Consistently guided conservatively and then materially beat expectations over the past two years. They have only been public since late 2023
In 2024 they guided around 27% revenue growth but then finished the year at 34% revenue growth, while in 2025 they guided 23% and then finished with 32%. This year they guided 21% initially and already raised to 22%.
Q1 results (28% growth) is additional evidence that current guidance may again prove conservative. Just by the math alone there seems to be almost no way that growth will be under 25% over the year. The business would have to fall flat on its face for that to happen (hint: it wont)
Management explicitly stated that revenue from their new Customer Agent tool contributions were not fully reflected in guidance. They stated that eventually they see this new tool being as big or BIGGER than their current marketing offerings. Customer agent is a chatbot + helpdesk offering that also sits on top of their dense customer data layer. 
My guess is that they will end the year between 25-30% revenue growth
4a. AI Is an accelerator not a disrupter 
Klaviyo owns one of the largest collections of first-party commerce data in the industry 
An AI-generated marketing campaign is only as good as the customer data feeding it.
AI can generate emails. AI cannot magically recreate years of purchase history, browsing behavior, customer profiles, and attribution data. AI would still need to answer to questions like:
\- which customer should receive this message?
\- which customer is likely to churn?
\- which customer will buy again?
\- which customer is high ltv?
But Klaviyo CAN answer those. So the better AI gets, the more valuable the underlying data becomes
I want to explain the stark difference comparing Klaviyo to some vibe coded BS in a real life example. The idea here is  predicting who will buy
Let’s say a merchant has 500k customers and wants to know: Who is most likely to purchase in the next 30 days?
The vibe coded klaviyo knows:
\- Last site visit
\- Last purchase
\- Email opens
= can make a decent prediction.
Klaviyo instead learned from:
\- Millions of similar stores
\- Billions of purchase events
\- Historical customer journeys
Klaviyo knows that:
\- Customers who buy Product A and revisit within 7 days convert 3.4x more often
\- Customers who stop opening emails after 45 days have an 80% higher churn risk
\- Customers exhibiting Pattern X respond better to SMS than email
These improvements in prediction accuracy create enormous ROI.
Now lets look at a revenue example for a brand that generates:
\- $10 million annual revenue.
\- current email marketing revenue at $3 million.
..If better targeting increases conversion rates by only 10%:
$3M × 10% = $300,000 additional revenue.
If Klaviyo charges $30,000-$50,000 annually, the ROI is obvious.
4b. They have AI products in the pipeline:
1) Product 1 (already available to customers): AI Customer Service Agent - this is a helpdesk + chatbot, or in other terms the AI representative of your brand. You can imagine how important underlying data here becomes vs some random AI startup with no data to work with
2) Product 2: Composer. This is the agent within Klaviyo where you can easily prompt campaigns to be made, instead of manually building them out. 
5. Enterprise Expansion Is crushing
Historically viewed as SMB and midmarket-focused, but enterprise adoption continues accelerating.
In q1 they reported 38%YoY growth in their enterprise segment
They hired former Workday CEO to co-CEO with the current CEO/founder to help accelerate this further. The recent CRO hire also comes from Workday. If you are not regarded and know anything about Workday, they are enterprise focused completely
They are also expanding aggressively and successfully in Europe
6. NRR is crushing
Existing customers continue adding products and increasing platform spend. They don't leave.
NRR at 110%
7. Shopify Relationship
Deep integration with Shopify ecosystem.
Klaviyo brings Shopify business as well
Shopify has a 5% stake in Klaviyo
Many dingbats use Shopify as a bear case and that Klaviyo is too deeply reliant… if you know anything about this space, you know that Shopify absolutely benefits from a growing and successful Klaviyo. There is no world where they can make their own version of Klaviyo and have it be anywhere near as good. Also, why nuke your own investment? It is more likely that Shopify outright buys Klaviyo one day IMO
8. Founder-Led Company
Founders are still heavily involved with significant ownership. Andrew Bialecki is the co-founder and now holds a co-CEO title along with the new ex Workday CEO, Chano. Andrew is focusing on the AI side while Chano focused on enterprise penetration (like your wife's boyfriend) 
9. Klaviyo recently authorized a $500 million share repurchase program, including an immediate $100 million accelerated share repurchase.  
At announcement, the authorization represented roughly 9-10% of market capitalization 
TLDR:
The market is valuing Klaviyo like a generic SaaS company that AI will commoditize, while the reality is that it is becoming a profitable, enterprise-focused, first-party commerce data platform whose moat actually strengthen as AI takes over.
The fun part: I hold roughly 16,200 shares at a $15 average. I am adding on any dips and my target is first $30-35, and then $50+
Bear case:
1. Some argue they are too dependent on Shopify, and if Shopify decided to build out a legit competitor, it would put pressure on Klaviyo.
\\>See above why i dont believe in this bear case
2. Klaviyo cant successfuly and meaningfully break into enterprise and remain smb and midmarket focused.
\\>Again above you can see why i dont think this is an issue
In conclusion…. This is NOT financial advice and like all of you, i am regarded. Do your own research and buy at your own risk.
sentiment 1.00
2 days ago • u/Dangerous_Net_7223 • r/Crypto_com • staking_500k_automatically_approved • C
Don’t do this. Just. Don’t. Your CRO will lose value. Before you do the same mistake as we did, cancel your plans. And aim for ether.fi there’s no token to buy, just plain stablecoin staking and you get as much rewards.
sentiment -0.32
2 days ago • u/Tjipster • r/cro • cro_ceo_listen • C
Dont want to burst your bubble.. but decade CRO holder..?! You mean MCO..? Cro hasnt been around that long.. I had more faith in MCO in all honesty..
sentiment 0.87
2 days ago • u/kaixen • r/smallstreetbets • can_i_become_the_ceo_of_adtx • C
I volunteer to put my name out there as potential CRO: Chief Regard Officer.
sentiment 0.00


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