{"schema_version":"secwatch.filing_event.v1","accession":"0001835830-26-000026","form_type":"8-K","ticker":"KVYO","cik":"0001835830","company_name":"Klaviyo, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.071895+00:00","generated_at":"2026-05-14T23:33:12.928703+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Klaviyo Q1 beats with 28% revenue growth, raises full-year outlook; CFO to depart","bullets":["Q1 revenue $358.0M (+28% YoY); GAAP EPS $0.03; Non-GAAP EPS $0.22.","Non-GAAP operating income $58.6M (16% margin); record operating margin.","Raised FY26 revenue guidance to $1.514B-1.522B (23% YoY); Non-GAAP op income $222-228M.","CFO Amanda Whalen stepping down, stays through Aug 21 then advisory role; formal search initiated.","NRR 110% (+2pp YoY); customers >$50K ARR up 38% to 4,175; authorized $500M buyback."],"urls":{"canonical":"https://secwatch.observer/filing/0001835830-26-000026","json":"https://secwatch.observer/filing/0001835830-26-000026.json","markdown":"https://secwatch.observer/filing/0001835830-26-000026.md","text":"https://secwatch.observer/filing/0001835830-26-000026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/kvyo-20260501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:33:12.928703+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"eaf331835a7337ba3d4fc71c07d08eb4a8790ab3","claim":"Klaviyo, Inc. reported first quarter ended March 31, 2026 results: revenue $358.0 million, EPS $0.03. 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Delivering meaningful customer experiences at scale requires AI grounded in real data. Agents are only as good as the systems beneath them, and we’ve spent 14 years building exactly that foundation.” Recent Business Highlights (all figur","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0000701985-26-000012","ticker":"BBWI","company_name":"Bath & Body Works, Inc.","filed_at":"2026-05-27T11:12:59+00:00","headline":"BBWI Q1 sales down 3%, adjusted EPS $0.32 beats guidance; CFO Boratto to step down June 12","event_type":"earnings","sec_items":["2.02","7.01","5.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000701985-26-000012","json":"https://secwatch.observer/filing/0000701985-26-000012.json","markdown":"https://secwatch.observer/filing/0000701985-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/bbwi-20260520.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"On May 1, 2026, Amanda Whalen informed the Company of her intention to step down from her role as Chief Financial Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"the Board of Directors (the \"Board\") of the Company approved the appointment of Tom Javitch to serve as the Company’s Interim Chief Financial Officer","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm"}},{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Klaviyo Delivers Strong Q1 2026 Results: 28% Revenue Growth, Record Operating Margin, and Raises Full Year Outlook First quarter revenue of $358.0 million, representing 28% year-over-year growth Raises FY26 revenue guidance to $1.514 billion to $1.522 billion, for year-over-year growth of 23% BOSTON, May 5, 2026 — Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced results for its first quarter ended March 31, 2026. “Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo. “More brands than ever are utilizing more of Klaviyo’s platform to drive better results. 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Agents are only as good as the systems beneath them, and we’ve spent 14 years building exactly that foundation.” Recent Business Highlights (all figur","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}},{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Klaviyo Delivers Strong Q1 2026 Results: 28% Revenue Growth, Record Operating Margin, and Raises Full Year Outlook First quarter revenue of $358.0 million, representing 28% year-over-year growth Raises FY26 revenue guidance to $1.514 billion to $1.522 billion, for year-over-year growth of 23% BOSTON, May 5, 2026 — Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced results for its first quarter ended March 31, 2026. “Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo. “More brands than ever are utilizing more of Klaviyo’s platform to drive better results. 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Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}},{"accession":"0001104659-26-069198","ticker":"DG","company_name":"DOLLAR GENERAL CORP","filed_at":"2026-06-02T10:54:17+00:00","headline":"Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance","event_type":"earnings","sec_items":["2.02","5.07","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069198","json":"https://secwatch.observer/filing/0001104659-26-069198.json","markdown":"https://secwatch.observer/filing/0001104659-26-069198.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/tm2616084d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Klaviyo Delivers Strong Q1 2026 Results: 28% Revenue Growth, Record Operating Margin, and Raises Full Year Outlook First quarter revenue of $358.0 million, representing 28% year-over-year growth Raises FY26 revenue guidance to $1.514 billion to $1.522 billion, for year-over-year growth of 23% BOSTON, May 5, 2026 — Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced results for its first quarter ended March 31, 2026. “Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo. “More brands than ever are utilizing more of Klaviyo’s platform to drive better results. Delivering meaningful customer experiences at scale requires AI grounded in real data. Agents are only as good as the systems beneath them, and we’ve spent 14 years building exactly that foundation.” Recent Business Highlights (all figur","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026\nHighlights · Net\n Sales Increased 3.4% to $10.8 Billion · Same-Store\n Sales Increased 2.0% · Operating\n Profit Increased 10.8% to $638.5 Million · Diluted\n Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash\n Flow From","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm"}},{"accession":"0001628280-26-039474","ticker":"CRDO","company_name":"Credo Technology Group Holding Ltd","filed_at":"2026-06-01T20:08:16+00:00","headline":"Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039474","json":"https://secwatch.observer/filing/0001628280-26-039474.json","markdown":"https://secwatch.observer/filing/0001628280-26-039474.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/crdo-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Klaviyo Delivers Strong Q1 2026 Results: 28% Revenue Growth, Record Operating Margin, and Raises Full Year Outlook First quarter revenue of $358.0 million, representing 28% year-over-year growth Raises FY26 revenue guidance to $1.514 billion to $1.522 billion, for year-over-year growth of 23% BOSTON, May 5, 2026 — Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced results for its first quarter ended March 31, 2026. “Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo. “More brands than ever are utilizing more of Klaviyo’s platform to drive better results. Delivering meaningful customer experiences at scale requires AI grounded in real data. Agents are only as good as the systems beneath them, and we’ve spent 14 years building exactly that foundation.” Recent Business Highlights (all figur","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"On June 1, 2026, Credo Technology Group Holding Ltd (the \"Company\") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm"}},{"accession":"0001676238-26-000024","ticker":"BRZE","company_name":"Braze, Inc.","filed_at":"2026-05-27T20:09:37+00:00","headline":"Braze Q1 revenue $211M (+30% YoY), raises guidance, names interim CFO","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001676238-26-000024","json":"https://secwatch.observer/filing/0001676238-26-000024.json","markdown":"https://secwatch.observer/filing/0001676238-26-000024.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/brz-20260525.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"On May 1, 2026, Amanda Whalen informed the Company of her intention to step down from her role as Chief Financial Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1835830/000183583026000026/0001835830-26-000026-index.htm","comparable_excerpt":"On May 25, 2026, the Board of Directors (the “ Board ”) of the Company appointed Pankaj Malik, who currently serves as the Company’s Chief Accounting Officer, as the Company's Interim Chief Financial Officer, effective as of May 29, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). 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