Beanie
$KVYO bull case in numbers: Q2 rev $370.6M, +26% y/y. FY26 rev guide raised to $1.526-1.534B. FCF...
2 hours ago•Beanie•beaniemaxi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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$KVYO reported Q2 revenue of $370.6M, up 26% year over year, and raised FY26 revenue guidance to $1.526–$1.534B. Free cash flow was $82.9M, a 22.4% margin; net revenue retention was 109%, and customers paying over $50K in ARR rose 36% to 4,477. The post says the stock is around $16, about 50% below its $30 IPO price.

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Beanie

Beanie

By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.