Inferra AI / Company / NXDR

Nextdoor Holdings, Inc.

NXDR · Communication Services

Last earnings Aug 4, 2026

Key results

Revenuequarter

$65 million

Revenue of $65 million, +3% year-over-year Platform WAU of 21.8 million, +1% year-over-year GAAP net loss of $15 million Adjusted EBITDA loss of $2 million, representing year-over-year margin improvement of 6 percentage points Operating Cash Flow of $3 million Announces restructuring plan

SEC original ↗Nextdoor Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Revenue of $65 million increased 3% year-over-year.

SEC original ↗Nextdoor Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Initial focus areas Content quality and quantity More relevant feed drives usage, impacts NPS, signals ecosystem vibrancy Improve distribution (news ~5% of content) Increase repeat visits Platform WAU Validates platform value and utility Retain active users Drive growth in new audience segments 13 Q2 Performance Update Users +1% y/y 22M Platform WAU Users grew modestly y/y ahead of our product launch Revenue +3% y/y $65M Self-serve grew 27% y/y, was 58% of Q2 revenue; large advertiser spend improved quarter-over-quarter Profitability1 Net Margin +4 ppt y/y Adj.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Q2 revenue was $65M, +3% year-over-year as advertiser performance improvements offset ad supply reductions tied to product transition.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Self-serve revenuequarter

27%

Self-serve revenue grew 27% year-over-year in Q2 and represented nearly 60% of total revenue.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Annualized revenuequarter

$000

Annualized Revenue/FTE ($000) Productivity has improved, and product investment remains our focus.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Revenue/FTE has improved 58% over the last two years.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025

$65M

EX-99 · Aug 7, 2025

Annualized revenue · Q2 2025

$000

EX-99 · Aug 7, 2025

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
Revenue	$65 million	—	—
Self-serve revenue	27%	—	—
Annualized revenue	$000	—	—

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Outlook statement

“1 Nextdoor Reports Second Quarter 2026 Results Delivered Q2 Results Ahead of Guidance Drove Second Consecutive Quarter of Sequential Platform WAU Growth Achieved Quarterly All-Time-High Platform WAU and Revenue Raises Full-Year 2026 Guidance SAN FRANCISCO, CA, August 4, 2026 Nextdoor Holdings, Inc.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

We repurchased 3.7M shares in Q2.

Estimates include, but are not limited to, valuation of financial instruments, valuation of stock-based awards, revenue recognition, collectability of accounts receivable, valuation of acquired intangible assets and goodwill, useful lives of intangible assets, useful lives of property and equipment, the incremental borrowing rate applied in lease accounting, income taxes and deferred income tax assets and associated valuation allowances.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Today, Nextdoor announced a restructuring plan, including a reduction in workforce, resulting in reduced annualized operating expenses of approximately $30 million

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We repurchased 3.7M shares in Q2.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Share Repurchase Programs In May 2022, the Company s Board of Directors authorized and approved a share repurchase program to repurchase up to $ 100.0 million in aggregate of the Company s Class A common stock, with the authorization to expire on June 30, 2024.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

The timing of any repurchases depended on market conditions and other investment opportunities, and repurchases were made at the Company s discretion.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

The share repurchase program did not obligate the Company to repurchase any dollar amount or number of shares, and the program could be extended, modified, suspended, or discontinued at any time.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

In February 2024, the Company s Board of Directors authorized and approved an increase of $ 150.0 million to the share repurchase program and extended the expiration date to March 31, 2026.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

This is a strategic action to better position Nextdoor for sustained, long-term success.

SEC original ↗Nextdoor Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Craig has been my partner in developing the strategy for the new Nextdoor and plays a critical role in all aspects of our company transformation.

SEC original ↗Nextdoor Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We use non-GAAP financial measures in conjunction with financial measures prepared in accordance with GAAP for planning purposes, including in the preparation of our annual operating budget, as a measure of our core operating results and the effectiveness of our business strategy, and in evaluating our financial performance.

SEC original ↗Nextdoor Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

These statements include, but are not limited to, statements regarding our future performance and our market opportunity, including expected financial results for the third quarter of 2025, the second half of 2025, and 2026, trends and expectations regarding our business and operating results, including the implementation and potential impact of our new Nextdoor initiative, our expectations on Verified Neighbor growth, our business strategy and plans, and our objectives and future operations, including our expansion into new markets.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

3 Disclaimer Nirav Tolia 4 CEO 5 Our Transformation has begun Business Our focus on productivity has improved revenue yields and cash flow.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

Forward-looking statements are based upon various estimates and assumptions, as well as information known to us as of the date of this Investor Update, and are subject to risks and uncertainties.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Additional risks and uncertainties that could affect our financial results and business are more fully described in our Quarterly Report on Form 10-Q for the period ended June 30, 2025, filed on August 7, 2025, and our other SEC filings, which are available on the Investor Relations page of our website at investors.

SEC original ↗Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 31 Item 1A.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including those described in Part II, Item 1A, Risk Factors in this Quarterly Report.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Readers are urged to carefully review and consider the various disclosures made in this Quarterly Report and in other documents we file from time to time with the Securities and Exchange Commission (the SEC ), that disclose risks and uncertainties that may affect our business.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

In light of these risks, uncertainties, and assumptions, the future events and circumstances discussed in this Quarterly Report may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

SEC original ↗Nextdoor Holdings, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Nextdoor Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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