How many new customers were added in the quarter, and what is the average revenue per user (ARPU) trend?
Answer
Based on the pressârelease you shared, the only quantitative details that are disclosed for the second quarter ofâŻ2025 are:
| Metric | Value (Q2âŻ2025) |
|---|---|
| Total revenue (quarter) | $293âŻmillion |
| Yearâoverâyear revenue growth | +32âŻ% |
| Total customers served (cumulative) | ââŻ176,000 |
1.âŻNew customers added in the quarter
The release does not state how many of those 176,000 customers are brandânew versus existing accounts that simply continued to use the platform. Consequently, the exact number of new customers acquired during the quarter cannot be determined from the information provided.
2.âŻAverage Revenue per User (ARPU) â what we can calculate
Quarterly ARPU (derived)
[
\text{Quarterly ARPU} = \frac{\text{Quarterly revenue}}{\text{Total customers}} = \frac{293{,}000{,}000}{176{,}000} \approx \$1{,}665 \text{ per customer}
]
This figure represents the average amount of revenue generated per customer for the quarter (i.e., a âperâuserâ metric for Q2âŻ2025).
ARPU trend
To assess a trend (e.g., whether ARPU is rising or falling), we would need at least one additional data point from a prior period (e.g., Q2âŻ2024, Q1âŻ2025, or the previous quarter). The pressârelease does not provide:
- The priorâquarter or priorâyear revenue figure broken out by the same customer base.
- The number of customers in the comparable prior period.
Without those comparative figures, we cannot determine whether the ARPU is increasing, decreasing, or stable relative to earlier periods.
3.âŻWhat to do next if you need the missing data
| Information needed | Where it is typically found | How to obtain it |
|---|---|---|
| Number of new customers added in Q2âŻ2025 | Detailed earnings release (often a supplemental âManagement Discussion & Analysisâ section) or the companyâs 10âQ filing with the SEC. | Check Klaviyoâs investor relations website for the full earnings call transcript or the SEC filing (FormâŻ10âQ) for the quarter ending JuneâŻ30âŻ2025. |
| ARPU trend (historical ARPU) | Historical quarterly or annual revenue and customer counts (often disclosed in prior earnings releases or in the âKey Metricsâ slide deck). | Retrieve prior quartersâ press releases (e.g., Q2âŻ2024, Q1âŻ2025) and repeat the ARPU calculation for each period; then plot the series to see the trend. |
4.âŻTakeâaway
- Newâcustomer count: Not disclosed in the excerpt you provided. Youâll need to locate the full earnings release or the SEC filing to get that number.
- ARPU: For Q2âŻ2025, the quarterly ARPU works out to roughly $1,665 per customer. Because we lack comparable historical data, we cannot comment on the direction of the ARPU trend.
If you can access the complete earnings release (or the 10âQ filing), youâll be able to extract the exact newâcustomer count and the ARPU figures for previous periods, which will let you chart a clear trend.