Klaviyo reported Q1 results last week. Revenue hit $358 million, up 28% from last year. They raised full-year guidance to around $1.52 billion and announced a $500 million share buyback. Net revenue retention ticked up to 110%. The company is carving out a solid space as a B2C alternative to Salesforce and HubSpot. Main risk is their heavy concentration in the Shopify ecosystem, but the financials are looking more stable.