Stock Markets February 24, 2026

Klaviyo Shares Rally After Expanded Partnership with Google to Embed AI into Customer Journeys

Deal links Google search and ad tools with Klaviyo’s CRM to deliver personalized, intent-driven experiences from discovery to loyalty

By Ajmal Hussain KVYO
Klaviyo Shares Rally After Expanded Partnership with Google to Embed AI into Customer Journeys
KVYO

Klaviyo's stock climbed 8% after the company announced a strategic collaboration with Google to fuse search, advertising, and messaging capabilities with Klaviyo's customer data and engagement platform. The tie-up includes multiple integrations already available and pilots that bring interactive mobile messaging and AI-driven conversations to consumers, while the companies plan to broaden work across AI, data, and commerce experiences.

Key Points

  • Klaviyo stock rose 8% on Tuesday after announcing a strategic partnership with Google.
  • The collaboration integrates Google search and advertising with Klaviyo’s CRM to enable personalized experiences from discovery through purchase and loyalty.
  • Available integrations include Google Ads, BigQuery, and Nano Banana for content creation; RCS for Business and a limited pilot of Google Search to RCS are part of the rollout.

Klaviyo's shares jumped 8% Tuesday after the marketing automation and customer data platform disclosed a strategic partnership with Google designed to bring AI-powered personalization across search, advertising, and messaging.

The collaboration stitches Google's search and advertising functions into Klaviyo's customer relationship management platform, enabling brands to construct tailored experiences that follow a buyer from initial product discovery through the purchase process and on into loyalty programs. The companies said the effort is intended to shift marketing away from static campaigns and toward systems that respond automatically to customer intent and behavior.

"Commerce is entering a phase where software doesn’t just execute tasks, it makes decisions," said Andrew Bialecki, Co-Founder and Co-CEO of Klaviyo. "Together with Google, we’re expanding how AI and customer data power experiences across commerce, messaging, and real-world interactions, helping brands build loyalty, make buying easier, and retain full ownership of their customer relationships."

The announcement outlines several integrations that are already available to customers. These include Google Ads integration, which leverages Klaviyo data to improve ad targeting, and a BigQuery integration aimed at centralizing enterprise data. The partnership also encompasses an integration with Nano Banana that supports content generation via Klaviyo’s AI image editor.

A notable element of the deal is the use of RCS for Business to elevate mobile messaging into a more interactive channel. Klaviyo said it is among the first companies globally to provide a Google Search to RCS experience, enabling consumers to initiate conversations with AI-powered customer agents. That capability is currently being tested in a limited pilot with select customers.

Klaviyo highlighted the scale of its data processing as part of the announcement. The Klaviyo Data Platform handles 3.4 billion customer interactions each day across more than 8 billion profiles, tying together customer, purchase, and behavioral data in real time. The companies indicated they intend to extend the partnership across AI, data, and commerce experiences moving forward.


For product and growth teams evaluating the implications, the partnership signals a move toward tighter alignment between discovery channels and owned customer data, with potential advantages for personalization, ad efficiency, and conversational commerce adoption among brands that use Klaviyo.

Risks

  • The Google Search to RCS experience is currently in a limited pilot, so broader availability and performance at scale remain uncertain - impacts marketing and messaging channels.
  • Dependence on integrated systems and third-party platforms introduces execution risk for enterprise data centralization and ad targeting - impacts data and advertising operations.
  • The efficacy of AI-driven personalization to convert intent into purchase and sustained loyalty is unproven at scale within this partnership based on the information provided - impacts e-commerce and customer engagement strategies.

More from Stock Markets

Iovance Shares Rally After Early Lifileucel Data Shows 50% Response Rate in Rare Sarcomas Feb 24, 2026 Neuberger Berman Weighs Broader Insurance Role, Considering Life-Asset Purchases Feb 24, 2026 Wolf Research Picks 10 Dividend Aristocrats for Dividend Strength and Stability Feb 24, 2026 Alcoa to Sell 10 Idle Sites to Data Centre Operators, Shares Tick Up Feb 24, 2026 CarGurus Shares Climb as Investor Anxiety Over AI Competition Recedes Feb 24, 2026