[https://blog.nextdoor.com/introducing-the-2026-nextdoor-friendliest-neighborhoods-in-america].The rankings can only be released by Nextdoor as they are based on how neighbors interact with one another on the Nextdoor platform — from helping a neighbor carry in groceries to posting a welcome message for someone new on the block. The data captures everything from neighbor-to-neighbor resource sharing to expressions of local pride, building a picture of what local community really looks like street by street ...

分组1 - Nextdoor Holdings, Inc. reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.03, representing an earnings surprise of +60.00% [1] - The company posted revenues of $69.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.13% and showing an increase from $65.23 million year-over-year [2] - Nextdoor has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 21.4% since the beginning of the year, while the S&P 500 has returned zero [3] - The current consensus EPS estimate for the coming quarter is -$0.05 on revenues of $59.59 million, and for the current fiscal year, it is -$0.15 on revenues of $275.03 million [7] - The Zacks Industry Rank for Internet - Software is in the bottom 48% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Financial Data and Key Metrics Changes - Q4 revenue reached $69 million, representing a 7% year-over-year growth, marking the highest quarterly revenue in the company's history [10][12] - Adjusted EBITDA for Q4 was $8 million, an 11% margin, reflecting a 6-point year-over-year improvement [12] - The company achieved positive Adjusted EBITDA for the full year 2025, 12 months ahead of schedule, indicating a significant turnaround from an adjusted EBITDA loss of over $70 million two years ago [7][13] Business Line Data and Key Metrics Changes - The self-serve advertising platform grew 32% year-over-year and accounted for approximately 60% of total revenue in Q4 [12] - Average revenue per user (ARPU) increased by 13% year-over-year, driven by higher click-through rates and improved advertiser performance [11] Market Data and Key Metrics Changes - Weekly active users (WAU) for Q4 were 21 million, reflecting a 3% sequential decline, which aligns with the company's strategy to prioritize engagement quality over volume [10] - The company reported year-over-year growth in both customer count and average customer spend, indicating a strengthening advertiser base [11] Company Strategy and Development Direction - The company is focused on leveraging its trust-based local network and AI to enhance user experience and drive monetization [5][20] - The strategy emphasizes long-term network health, capital efficiency, and durable unit economics over short-term growth [5][19] - The company aims to improve its product experience by enhancing recommendations, notifications, and local news to drive user engagement [4][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity, highlighting the unique value of the neighborhood graph and the intent-driven engagement model [17][21] - The company anticipates continued revenue growth in 2026, with adjusted EBITDA margins expected in the mid-single-digit range [15][16] Other Important Information - The company ended 2025 with $405 million in cash and no debt, providing significant strategic flexibility [13][56] - The management is committed to ongoing improvements in notifications and user engagement, focusing on relevance to enhance user experience [42] Q&A Session Summary Question: Can you elaborate on product changes that are resonating with users? - Management noted a shift towards a utility-centric product experience, focusing on recommendations and relevant notifications to drive engagement [25] Question: What are the trends in advertiser spending by vertical? - Management indicated broad-based strength in advertiser demand, with no specific vertical significantly outperforming others [29] Question: Any updates on the programmatic ad stack for large advertisers? - Management confirmed ongoing investments in programmatic formats to meet large advertisers' needs, expecting increased demand as improvements are rolled out [34] Question: How is the rollout of recommendations evolving? - Management emphasized that enhancing recommendations is a major priority for 2026, focusing on real neighbor-driven recommendations rather than automated systems [37] Question: What is the company's philosophy on cash management? - The company views its cash reserves as a strategic asset, evaluating all options for cash use to ensure they exceed return on investment thresholds [56]

Financial Data and Key Metrics Changes - Q4 revenue reached $69 million, representing a 7% year-over-year growth, marking the highest quarterly revenue in the company's history [10][12] - Adjusted EBITDA for Q4 was $8 million, an 11% margin, reflecting a 6-point year-over-year improvement [12] - The company achieved positive Adjusted EBITDA for the full year 2025, 12 months ahead of schedule, transitioning from an adjusted EBITDA loss of over $70 million two years ago [7][13] Business Line Data and Key Metrics Changes - Self-serve revenue grew 32% year-over-year and comprised roughly 60% of total revenue in Q4 [12] - Average revenue per user (ARPU) increased by 13% year-over-year, with growth in both customer count and average customer spend [11] - The platform's weekly active users (WAU) was 21 million, reflecting a 3% sequential decline, which aligns with the company's focus on engagement quality over volume [10] Market Data and Key Metrics Changes - The company operates within a verified, address-based neighborhood graph covering 350,000 neighborhoods and over 105 million verified neighbors, representing roughly one in three U.S. households [17] - Advertiser retention remains solid, with improved outcomes driven by better ad performance rather than increased ad load [8] Company Strategy and Development Direction - The company aims to combine the strength of its trusted community with AI to enhance local information relevance, increasing utility for neighbors and economic value for local businesses [5][20] - The strategy emphasizes long-term network health, capital efficiency, and durable unit economics over short-term growth [5][19] - The company is focused on enhancing its product experience to prioritize decision-oriented content, such as recommendations and local news [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity, highlighting that the strategy is gaining traction and translating into material progress [6][8] - The outlook for Q1 2026 anticipates revenue between $57 million and $59 million, reflecting normal seasonal trends, with a focus on optimizing user experience and limiting new user acquisition efforts [15][16] - For the full year 2026, the company expects continued revenue growth and Adjusted EBITDA margins in the mid-single-digit range [16] Other Important Information - The company ended 2025 with $405 million in cash and no debt, emphasizing the importance of preserving liquidity for operational flexibility [13][55] - The management is committed to ongoing improvements in notifications and user engagement, focusing on relevance to enhance long-term user value [42] Q&A Session Summary Question: Can you elaborate on product changes resonating with users? - Management noted a shift towards a utility-centric product driven by intent, with improvements in recommendations and notifications contributing to deeper engagement [25] Question: Any updates on advertiser spending trends? - Management indicated strong demand across all advertiser segments, with no specific verticals significantly outperforming others [29] Question: What is the status of the programmatic ad stack for large advertisers? - Management acknowledged the need for continued investment in programmatic formats to meet large advertisers' demands, expecting increased demand as improvements are rolled out [34] Question: How is the rollout of recommendations evolving? - Management emphasized that enhancing recommendations is a major priority for 2026, focusing on real neighbor-driven recommendations rather than automated systems [37] Question: What is the company's philosophy on cash management? - The company views its cash reserves as a strategic asset, evaluating all options for cash use to ensure they exceed return on investment thresholds [55]

Nextdoor (NYSE:KIND) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker4Good 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 fourth 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 numb ...

Nextdoor Investor Update Nirav Tolia CEO Q4'25 Performance Update Q4 2025 Nirav Tolia CEO Disclaimer * * Certain statements in this Investor Update may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "project," "target," "plan," ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40246 Nextdoor Holdings, Inc. Title of Each Class Trading Symbol Name of Exchange on Which Registered Class A common stock, par value ...

Financial Performance - Q4 2025 revenue reached $69 million, representing a 7% year-over-year increase[3] - Q4 2025 GAAP net loss was $4 million, significantly reduced from $12 million in the same period last year[3] - Full-year 2025 revenue was $258 million, up 4% year-over-year[3] - Full-year 2025 Adjusted EBITDA was positive at $1 million, marking the first positive Adjusted EBITDA in company history[3] - Adjusted EBITDA margin improved by 6 percentage points year-over-year in Q4 2025[3] User Engagement - Q4 2025 Platform Weekly Active Users (WAU) totaled 21.0 million, a decrease of 5% year-over-year[3] - The company aims to enhance user engagement by leveraging AI to provide relevant local information[2] - Nextdoor's focus remains on improving the core experience for users and unlocking the potential of its neighborhood graph[2] Investment and Cash Position - Cash, cash equivalents, and marketable securities stood at $405 million as of December 31, 2025[4] - The company plans to continue investing in growth with a strong cash foundation[4]

Core Viewpoint - Nextdoor Holdings, Inc. will report its fourth quarter and full-year 2025 financial results on February 18, 2026, after the U.S. markets close [1] Group 1: Financial Reporting - The financial results will be discussed in a webcast and conference call scheduled for 2:00 p.m. PT / 5:00 p.m. ET [2] - Investors are invited to submit questions for the live Q&A session until February 17, 2026, at 5:00 p.m. PT [3] Group 2: Investor Relations - Nextdoor utilizes its Investor Relations website and social media platforms to disseminate news, announcements, and financial performance updates [4] - The company engages with over 100 million verified neighbors, providing local news, safety alerts, and community recommendations [5]

Core Insights - Nextdoor has announced expanded integrations for Nextdoor Alerts, which now includes real-time earthquake data sourced from the U.S. Geological Survey (USGS) [1] Company Developments - The integration of real-time earthquake data aims to enhance the safety and preparedness of Nextdoor's user community [1] Industry Impact - This move reflects a growing trend in leveraging real-time data to improve community engagement and safety measures within social networking platforms [1]