KVYO: revenue $370.6M, net income -$8.8M. KVYO revenue +26.4% YoY; up to buyback ( spent YTD); AI competition flagged

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~2 min read

Key Changes

• high

  Remaining performance obligations (RPO) rose 56% YoY to $310.1M, with $284.7M expected within 12 months, signaling strong bookings momentum and near-term revenue visibility.

  Notes: RPO view on EDGAR →
• high

  Board authorized up to $500M share repurchase program (March 2026); company spent $333.6M YTD (20.5M shares), leaving $162.7M remaining—a major capital allocation shift toward returning cash to shareholders.

  Notes: Share Repurchase Program verify on EDGAR →
• high

  New risk: AI competition (generative AI, autonomous agents) may attract customers if KVYO cannot keep pace; third-party platforms (e.g. Shopify) may build competing AI-driven marketing/service features and restrict API access.

  Risk Factors: AI competitive dynamics verify on EDGAR →