NXDR
Nextdoor Holdings, Inc.2.2300
+0.0700+3.24%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms iterative product focus
Q&A largely reaffirmed prepared remarks on Nextdoor's turnaround, adding color on iterative product improvements like recommendations, faves, and AI personalization boosting engagement quality. Management stressed conservative notifications to safeguard NPS, with no standout ad verticals and programmatic as a competitive supplement rather than outsized driver. Deeper vertical features planned for high-intent services. Cash stays flexible for high-ROI uses. Q&A added details, not drama. Tone stayed disciplined yet optimistic; investors will eye 2026 recommendation execution.
Key Stats
Market Cap
874.40MP/E (TTM)
-Basic EPS (TTM)
-0.16Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 7%, WAU down
10-K
FY2025 results
Nextdoor grew revenue 4% to $257.6M in FY2025 ended December 31, 2025, driven by 5% Platform ARPU gains to $11.94 despite 5% Platform WAU drop to 21.0M average, reflecting new Nextdoor initiative's product shifts. Q4 showed ARPU up 13% y/y to $3.31, signaling monetization momentum amid user engagement tweaks, while costs fell 11% via restructurings ($5.6M charges). Net loss narrowed 45% to $54.2M; Adjusted EBITDA flipped positive at $0.6M. Cash hit $404.8M after $18.8M buybacks ($78.4M remains); no debt. Restructuring risks linger.
8-K
Q3 results; CFO appointed
Nextdoor reported Q3 revenue of $69M, up 5% y/y, with self-serve surging 33% to nearly 60% of total, while Platform WAU dipped 3% to 21.6M from notification cuts. Adjusted EBITDA turned $4M positive. Board appointed Indrajit Ponnambalam CFO effective December 1, 2025, with $550K base and $6.2M equity awards. New CFO joins now.
10-Q
Q3 FY2025 results
Nextdoor posted Q3 revenue of $68.9M, up 5% y/y from $65.6M yet flat q/q as ad spend rose despite softer Platform WAU. Operating loss narrowed to $17.2M from $20.8M y/y on lower sales/marketing and G&A, while gross margin ticked to 84.9% from 83.0%. Net loss improved 14% y/y to $12.9M or $(0.03) diluted EPS on 387M shares; YTD net loss plunged 42% to $50.2M. Cash and marketable securities stood at $403.3M with no debt, operating cash burn a mild $3.0M YTD (derived). Expenses fell on restructuring. Competition threatens ad dollars.
10-Q
Q2 FY2025 results
Nextdoor's Q2 revenue climbed 3% year-over-year to $65.1 million, with U.S. sales up 3% to $62.8 million while international dipped slightly; quarterly operating loss narrowed sharply to $20.3 million from $49.0 million, thanks to 20% cuts in sales and marketing and 61% in general and administrative expenses, though R&D rose 11%. Diluted EPS improved to -$0.04 from -$0.11, aligning with 382.7 million weighted shares and no anti-dilution flags. Cash and equivalents hit $62.1 million, bolstered by $3.3 million in six-month operating cash flow, with $413.3 million total liquidity and no debt; share repurchases totaled $5.4 million. A post-quarter cost reduction plan eyes $5 million in one-time charges for workforce alignment. Yet competition from broader social platforms remains a persistent threat.
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