SaaS Rick Watson SaaS Rick Watson

Klaviyo Earnings and Future: Shopify’s Mid-Market E-mail/SMS Automation Tool

From Klaviyo's latest earnings, we've distilled four key takeaways. Notably, there's been significant growth in the mid-market segment, with an 80% increase in customers paying over $50k/year, totaling 143k customers. However, pressure on gross margins, a declining revenue growth forecast for 2024, and concerns regarding non-GAAP measures raise questions about the company's trajectory. Looking ahead, Klaviyo's potential expansion into CRM territory, particularly tailored for Shopify, may shape its future amidst a competitive landscape.

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SaaS Rick Watson SaaS Rick Watson

Shopify Winter Editions Enterprise Update: Missed Opportunities Abound

Shopify's recent Winter Editions update left many questions unanswered and opportunities untapped. From missed partnerships to unclear positioning, the update fell short of addressing key concerns for enterprise users. Learn more about the overlooked aspects of Shopify's latest enterprise offerings and the implications for businesses seeking scalable solutions.

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