Nextdoor Holdings Inc (NYSE:NXDR)

Q4 2025 Nextdoor Holdings Inc Earnings Call Transcript

Feb 18, 2026 / 10:00 PM GMT

Release Date Price: $1.65

Transcript 10-K8-K

Key Points

Positve

Nextdoor Holdings Inc (NXDR) reported its strongest quarter ever in terms of financial metrics, with a 7% year-over-year revenue growth and positive adjusted EBITDA.
The company achieved positive adjusted EBITDA for the full year 2025, 12 months ahead of schedule, reflecting improved execution and cost management.
Self-serve revenue grew 32% year over year, comprising roughly 60% of total revenue, driven by strong self-serve advertiser demand and improved sales productivity.
Nextdoor Holdings Inc (NXDR) has a unique trust-based local network built on a verified address-based neighborhood graph, which differentiates it from traditional social apps.
The company has zero debt and ended the quarter with $405 million in cash equivalents and marketable securities, providing strategic flexibility.

Negative

Platform weekly active users (WOW) saw a 3% sequential decline, reflecting the company's focus on engagement quality over volume.
Q1 2026 revenue guidance reflects normal revenue seasonality, with expectations of $57 to $59 million, indicating a softer quarter.
The company is intentionally limiting new user acquisition efforts and does not plan to increase ad load in Q1 2026, which may impact short-term growth.
Despite improvements, there is still significant work needed to enhance the relevance of notifications and user engagement.
The rollout of AI features and programmatic ad formats is ongoing, with no immediate outsized opportunities identified, indicating a gradual improvement process.

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

NXDR.N - Nextdoor Holdings Inc
Q4 2025 Nextdoor Holdings Inc Earnings Call
Feb 18, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. My name is Tamia and I will be your conference operator today. At this time, I would like to welcome everyone to Nextdoor's 4th quarter and full year 2025 earnings conference. 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 would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. If you would like to withdraw your question, please press the pound key.

Thank you. You may now begin your conference.

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Unidentified_2 [2]
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