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Nextdoor Holdings (NXDR)
NYSE:NXDR
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.06Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized clear operational and monetization progress: record quarterly revenue, strong self-serve growth, rising ARPU, positive adjusted EBITDA, improved GAAP margins, and a strong cash position. Management stressed a disciplined, long-term strategy prioritizing engagement quality over raw user growth, and outlined multi-quarter product and AI investments that introduce near-term fluctuations (WAU declines, Q1 negative adjusted EBITDA). While GAAP profitability has not yet been achieved and programmatic/notification work remains, the highlights — particularly profitability on an adjusted basis, strong cash, and material self-serve momentum — materially outweigh the short-term headwinds described.Company Guidance
Record Quarterly Revenue
Q4 revenue of $69,000,000, up 7% year over year — described as the highest quarterly revenue in company history driven by self-serve demand and improved yields.
Strong Self-Serve Momentum
Self-serve revenue grew 32% year over year and comprised roughly 60% of total revenue, with AI-driven tools reducing friction in campaign creation and improving advertiser outcomes.
Improved Unit Economics and ARPU
ARPU increased 13% year over year in Q4; revenue per employee rose 26% year over year, signaling operational leverage and productivity gains.
Adjusted EBITDA Turnaround
Q4 adjusted EBITDA was $8,000,000 (11% margin), a six-point year-over-year improvement, and the company delivered positive adjusted EBITDA for full-year 2025 — achieved twelve months ahead of prior schedule.
GAAP Loss Narrowing
Q4 GAAP net loss of $4,000,000 (negative 6% margin) represented a 13-point year-over-year improvement in GAAP margin, indicating meaningful progress toward GAAP profitability.
Healthy Balance Sheet and Liquidity
Ended quarter with $405,000,000 in cash, cash equivalents, and marketable securities and zero debt; reported positive operating cash flow for full-year 2025.
Large Verified Neighborhood Graph
Core proprietary asset: verified address-based neighborhood graph covering 350,000 neighborhoods and more than 105,000,000 verified neighbors (roughly 1 in 3 U.S. households), highlighted as a durable competitive advantage.
Advertiser Retention and Performance Gains
Management reported improved advertiser retention, stronger click-through rates, increasing advertiser counts and average spend, driven by ad stack investments and AI optimization (gains attributed to better performance rather than higher ad load).
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 |
|---|---|---|---|
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% |
May 07, 2025 | $1.51 | $1.41 | -6.62% |
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 May 12, 2026, After Close (Confirmed).
What is Nextdoor Holdings (NXDR) earnings time?
Nextdoor Holdings (NXDR) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NXDR EPS forecast?
NXDR EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.