Nextdoor Holdings, Inc. (NXDR) SEC Filings & Earnings Calls
EquiReason read 11 Nextdoor Holdings, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-01 — Nextdoor Holdings voluntarily transfers stock exchange listing from NYSE to Nasdaq Capital Market, effective Oct 13, 2026. Ticker symbol remains NXDR..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 940.0M
- P/E TTM
- —
- Dividend yield
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- 52-week
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- Next earnings
- 5 Nov, in 12 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
25 Sep 20268-K · 5.02President of Products Craig Lisowski resigned effective Oct 16, 2026; no disagreement cited.open
Risks flagged
Loss of product leadership; no successor named.
“President of Products resigns; no replacement announced.”
4 Aug 20268-K · 2.02Platform Weekly Active Users (WAU) 22,900,000 (+5% y/y); Cash, cash equivalents, and marketable securities $378M; Full Year 2026 Adjusted EBITDA Margin Guidance 10; Guidance: Full-year revenue low teens growth; Adjusted EBITDA ~10% marginearningsopen
Figures in the filing · each found in the filing text
| Platform Weekly Active Users (WAU) · Q2-2026 | 22,900,000 | +5% y/y |
| Cash, cash equivalents, and marketable securities · Q2-2026 | $378M | |
| Full Year 2026 Adjusted EBITDA Margin Guidance · FY2026 | 10.0% |
Guidance
Full-year revenue low teens growth; Adjusted EBITDA ~10% margin
Full-year guidance raised due to strong Q2 performance and confidence in continued growth.
Risks flagged
Still loss-making on GAAP basis; path to profitability depends on sustained growth.
“Net loss of $2M; though significantly improved.”
Stock-based compensation remains high at $14.9M, diluting shareholders.
“Stock-based compensation $14,873.”
4 Aug 202610-QNextdoor reported Q2 2026 revenue of $74.6M (+14.5% YoY) and net loss improved to -$2.1M from -$15.4M, with operating cash flow turning positive.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $75M | +15% y/y |
| Net loss · Q2-2026 | $-2M | +86% y/y |
| Operating cash flow · H1-2026 | $10M | +190% y/y |
Risks flagged
Class action litigation
“On October 28, 2024 and October 29, 2024, two class action complaints were filed in the Delaware Court of Chancery against the Company... The consolidated complaint seeks damages, disgorgement, attorneys’ fees, and other costs.” · word for word
Dependence on advertising revenue
“We currently generate substantially all of our revenue from advertising. If advertisers reduce or eliminate their spending with us, our business, operating results, and financial condition would be adversely impacted.” · word for word
6 May 20268-K · 2.02, 8.01Nextdoor announces $100M share repurchase program through June 2028, alongside Q1 2026 earnings with revenue up 14% YoY and improved profitability.open
Figures in the filing · each found in the filing text
| Platform Weekly Active Users (WAU) · Q1-2026 | 22,300,000 | +1% y/y |
| Cash, cash equivalents, and marketable securities · Q1-2026 | $373M |
Risks flagged
Still generating GAAP net loss and negative Adjusted EBITDA, though improving.
“Net loss of $11M; Adjusted EBITDA loss of $0.2M.”
6 May 202610-QRevenue $62M (+14% y/y); Net loss $-11M (-48% y/y); Platform Weekly Active Users (WAU) 22,300,000 (+1% y/y)open
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $62M | +14% y/y |
| Net loss · Q1-2026 | $-11M | -48% y/y |
| Platform Weekly Active Users (WAU) · Q1-2026 | 22,300,000 | +1% y/y |
| Average Revenue per Platform WAU (ARPU) · Q1-2026 | $2.77 | +12% y/y |
| Adjusted EBITDA · Q1-2026 | $-200000.00 | |
| Cash, cash equivalents, and marketable securities · 2026-03-31 | $373M |
Risks flagged
User growth stagnation
“Platform WAU growth of only 1% YoY indicates limited user base expansion.”
Advertising concentration
“We currently generate substantially all of our revenue from advertising.” · word for word
Litigation exposure
“Class action litigation related to SPAC merger is ongoing; motion to dismiss filed April 2026.”
20 Apr 2026DEF 14ADEF 14A proxy statement filed for 2026 Annual Meeting; discloses executive compensation, governance, and 2025 business highlights.open
Figures in the filing · each found in the filing text
| Platform Weekly Active Users (Platform WAU) · Q4-2025 | 21,000,000 | |
| Global Verified Neighbors · FY2025 | 105,000,000 | |
| Cash, cash equivalents and marketable securities · FY2025 | $405M | |
| Employees · FY2025 | 463 | |
| Adjusted EBITDA · FY2025 | $603148.00 | |
| Net Income (Loss) · FY2025 | $-54M |
Risks flagged
User engagement metric change
“In the second quarter of 2025, we began reporting Platform WAU instead of Weekly Active Users, as changes to our business made Platform WAU a more important metric that we believe provides more relevant insight into our current business performance.” · word for word
Product transformation execution risk
“In 2025, we also launched the new Nextdoor initiative, the first phase of a multi‑phase product transformation designed to create more engaging experiences for neighbors and partners and deliver enhanced value for advertisers.” · word for word
18 Feb 20268-K · 2.02Platform Weekly Active Users 21,000,000 (-5% y/y); Cash, cash equivalents, and marketable securities $405Mearningsopen
Figures in the filing · each found in the filing text
| Platform Weekly Active Users · Q4-2025 | 21,000,000 | -5% y/y |
| Cash, cash equivalents, and marketable securities · Q4-2025 | $405M |
Risks flagged
Declining user engagement (Platform WAU down 5% YoY) poses risk to long-term growth.
“Q4 Platform WAU of 21.0 million, decreased 5% year-over-year.” · word for word
Dependence on advertising revenue, which is cyclical and competitive.
“Revenue primarily from advertising; competitive landscape includes larger social media platforms.”
18 Feb 202610-KEmployees 463; Issued Patent Families 10open
Figures in the filing · each found in the filing text
| Employees · 2025-12-31 | 463 | |
| Issued Patent Families · 2025-12-31 | 10 |
Risks flagged
Advertising Revenue Concentration
“Substantially all of our revenue is currently generated from the sales of advertising on our platform in the form of online display advertisements.” · word for word
Competition from Larger Platforms
“We most directly compete with social media companies that offer local products to advertisers and users, including large companies such as Meta (including Facebook and Instagram) and Alphabet (including Google).” · word for word
Privacy Regulation Impact
“Changes to laws, third-party policies or applications that limit our ability to deliver, target, or measure the effectiveness of advertising, including changes by mobile operating system and browser providers such as Apple and Google.” · word for word
Limited Operating History
“We have a limited operating history at the current scale of our business and are still scaling up our monetization efforts.” · word for word
AI Regulatory Risk
“The EU Artificial Intelligence Act prohibits certain high-risk AI applications and imposes strict requirements on others, potentially requiring additional quality controls and regulatory submissions for our products.” · word for word
5 Nov 202510-QNextdoor filed a 10-Q with risk factor updates but no specific financial results or guidance changes.open
Risks flagged
Advertiser concentration and lack of long-term commitments
“Substantially all of our revenue is currently generated from the sales of advertising on our platform in the form of online display advertisements.” · word for word
Platform transformation execution risk
“These changes may not be favorably received by users or advertisers, may not result in increased engagement or monetization, and may disrupt established usage patterns or alienate existing users.” · word for word
Dependence on third-party data and advertising measurement
“Our ability to attract and retain advertisers depends on our ability to collect and use data and develop products to enable us to effectively deliver and accurately measure advertisements on the Nextdoor platform.” · word for word
5 Nov 20258-K · 2.02, 5.02, 7.01Revenue $69M (+5% y/y); Platform Weekly Active Users (Platform WAU) 21,600,000 (-3% y/y); Ending cash, cash equivalents, and marketable securities $403M; Guidance: Path to full-year adjusted EBITDA breakeven in FY2026earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $69M | +5% y/y |
| Platform Weekly Active Users (Platform WAU) · Q3-2025 | 21,600,000 | -3% y/y |
| Ending cash, cash equivalents, and marketable securities · Q3-2025 | $403M |
Guidance
Path to full-year adjusted EBITDA breakeven in FY2026
Reiterated path to FY2026 EBITDA breakeven; no specific numeric guidance.
Risks flagged
User engagement decline (WAU -3% YoY) may signal platform saturation or competitive pressure.
“Platform Weekly Active Users (Platform WAU) of 21.6 million decreased 3% year-over-year.” · word for word
Nextdoor Holdings, Inc. — questions
- What did Nextdoor Holdings, Inc. file recently?
- 11 SEC filings in the last 12 months. Latest: 8-K on 2026-10-01 — Nextdoor Holdings voluntarily transfers stock exchange listing from NYSE to Nasdaq Capital Market, effective Oct 13, 2026. Ticker symbol remains NXDR.
Every figure on this page comes from Nextdoor Holdings, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.