Nextdoor Holdings Inc (NYSE:NXDR)

Q3 2025 Nextdoor Holdings Inc Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: $1.72 (-4.97%)

Transcript 10-Q8-K

Key Points

Positve

Nextdoor Holdings Inc (NXDR) achieved its highest quarterly revenue ever at $69 million, marking a 5% year-over-year increase.
The self-serve advertising channel grew by 33% year-over-year, contributing to 60% of total revenue.
The company reported a positive Q3 adjusted EBITDA of $4 million, representing a 6% margin and an eight-point improvement year-over-year.
Nextdoor Holdings Inc (NXDR) completed programmatic supply integrations, enhancing collaboration with large-scale partners.
The company has a strong cash position with $403 million in cash equivalents and marketable securities, and zero debt.

Negative

The platform's user engagement, defined as users who engaged directly on the Nextdoor app or website, saw a modest sequential decline to $21.6 million.
Nextdoor Holdings Inc (NXDR) reported a GAAP net loss of $13 million for Q3.
The company expects a full-year 2025 adjusted EBITDA loss of approximately $3 million.
There is an intentional reduction in notification and email volumes, which may impact short-term user engagement metrics.
Nextdoor Holdings Inc (NXDR) plans to reduce new user acquisition efforts in Q4, which could affect user growth in the short term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NXDR.N - Nextdoor Holdings Inc
Q3 2025 Nextdoor Holdings Inc Earnings Call
Nov 05, 2025 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon. My name is Jordan, and I'll be your conference operator today. At this time, I'd like to welcome everyone to Nextdoor's 3rd quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you'd like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. If you'd like to withdraw your question, press the pound key.

Thank you. You may begin the conference.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.