Nextdoor Holdings (NXDR)
NYSE:NXDR
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.04Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear operational and financial momentum: revenue accelerated to +14% YoY, adjusted EBITDA materially improved to near breakeven, WAU inflected positively, self-serve and product/AI investments showed early traction, and guidance was raised for 2026. Remaining negatives are an ongoing GAAP loss, concentrated active-user base relative to total registered users, advertiser churn that management wants to reduce, and early-stage monetization for new products. Overall the positives — revenue acceleration, profitability progress, product-led engagement improvements and an upgraded outlook — substantially outweigh the listed challenges.Company Guidance
All-time High Platform Engagement
Platform weekly active users (WAU) reached 22.3 million in Q1, a sequential rise from 21.0 million in Q4 (≈+6.2%) and a slight year-over-year increase from ~22.0 million (~+1.4%), marking the first positive inflection in several quarters.
Revenue Growth and Guidance Beat
Q1 revenue was $62.0 million, up 14% year-over-year (acceleration from Q4's 7% YoY growth) and ahead of guidance ($57M–$59M), finishing $3M–$5M above the prior guidance range.
Near-Breakeven Adjusted EBITDA and Margin Improvement
Adjusted EBITDA was approximately breakeven at negative $0.2 million in Q1, an improvement of about $9 million year-over-year. GAAP net loss was $11 million (negative 19% margin), representing a 22 percentage-point year-over-year margin improvement.
Stronger Operational Efficiency
Revenue per employee increased 31% year-over-year in Q1, demonstrating improved productivity and operating leverage across the business.
Self-Serve and Broad-Based Monetization Strength
Self-serve revenue grew 28% year-over-year and now represents roughly 68% of total revenue. Growth was broad-based across small local advertisers to large national brands, with improvements in eCPMs driven by AI-assisted targeting, optimization and new ad formats.
Product and AI Investments Yielding Early Engagement Gains
Product improvements (threaded conversations, pinned comments, richer media, latency fixes, down-ranking self-promotional content) and AI-driven features (notably 'Ask') produced early engagement uplifts: more comments, higher conversation quality, increased organic mentions of businesses and growth in unique content contributors.
New Revenue Pathways and International Progress
Early traction in non-feed monetization (Opportunity Alerts / lead-gen) and international product rollouts — self-serve expanded into Canada and click optimization in the U.K. (delivering meaningful CPC reductions in beta) — signal diversified monetization avenues beyond traditional feed ads.
Strong Balance Sheet and Capital Return
Ended Q1 with $373 million in cash, cash equivalents and marketable securities, no debt. Repurchased 17 million shares for $29 million (avg $1.69/share) in Q1 and authorized a new $100 million share repurchase program through June 2028.
Raised Outlook for 2026
Q2 guidance: revenue $71M–$73M and adjusted EBITDA $4M–$6M. Full-year 2026 expectations raised to approximately 10% revenue growth and an adjusted EBITDA margin in the high-single-digit range (up from prior mid-single-digit margin guidance).
Cash Flow Trajectory
Company stated it is already operating cash flow and free cash flow positive on a trailing 12-month basis, suggesting a path to sustainably compounding free cash flow with revenue growth and operating leverage.
NXDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NXDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $1.63 | $1.92 | +17.79% |
Feb 18, 2026 | $1.65 | $1.74 | +5.45% |
Nov 05, 2025 | $1.72 | $1.67 | -2.91% |
Aug 07, 2025 | $1.83 | $2.08 | +13.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nextdoor Holdings (NXDR) report earnings?
Nextdoor Holdings (NXDR) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Nextdoor Holdings (NXDR) earnings time?
Nextdoor Holdings (NXDR) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NXDR EPS forecast?
NXDR EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.