STOCK TITAN
  1. Home
  2. Sec-filings
  3. NXDR
  4. [8-K] Nextdoor Holdings, Inc. Reports Material Event

Nextdoor Holdings (NYSE: NXDR) lifts outlook after Q2 revenue and EBITDA gains

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Nextdoor Holdings reported strong Q2 2026 operating results. Revenue was $74,554 thousand, an increase of 15% year-over-year and a quarterly all-time high. Total Platform Weekly Active Users reached 22.9 million, up 5% year-over-year and delivering a second consecutive quarter of sequential growth.

Net loss narrowed to $2,122 thousand from $15,362 thousand a year earlier. Adjusted EBITDA turned positive at $9,540 thousand versus a $(2,247) thousand loss, with margin improving to 13% from (3)%. Cash, cash equivalents, and marketable securities were $378 million as of June 30, 2026.

For the third quarter of 2026, the company expects revenue of $76M to $78M and Adjusted EBITDA of $6M to $8M. For full-year 2026, it targets low-teens revenue growth and approximately a 10% Adjusted EBITDA margin, while management highlights record platform engagement and operating leverage.

Positive

  • Revenue grew 15% year-over-year to $74,554 thousand in Q2 2026, reaching a quarterly all-time high and reflecting higher sales versus the prior-year period.
  • Adjusted EBITDA turned positive to $9,540 thousand in Q2 2026, improving from a $(2,247) thousand loss a year earlier and lifting margin from (3)% to 13%.
  • Net loss narrowed significantly to $2,122 thousand from $15,362 thousand in the year-ago quarter, materially reducing GAAP losses.
  • Management raised full-year 2026 guidance, aiming for low-teens revenue growth and approximately a 10% Adjusted EBITDA margin after Q2 results exceeded prior expectations.

Negative

  • None.

Insights

Analyzing...

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Q2 2026 Revenue $74,554 (in thousands) Three months ended June 30, 2026; 15% year-over-year growth
Q2 2025 Revenue $65,093 (in thousands) Three months ended June 30, 2025; prior-year comparison for revenue
Q2 2026 Net Loss $2,122 (in thousands) Three months ended June 30, 2026; improved from $15,362 (in thousands) in 2025
Q2 2026 Adjusted EBITDA $9,540 (in thousands) Three months ended June 30, 2026; improved from $(2,247) (in thousands)
Q2 2026 Adjusted EBITDA Margin 13% Adjusted EBITDA % margin for three months ended June 30, 2026
Platform WAU 22.9 million Total Platform Weekly Active Users in Q2 2026; up 5% year-over-year
Cash and Investments $378 million Cash, cash equivalents, and marketable securities as of June 30, 2026
Q3 2026 Revenue Outlook $76M to $78M Third quarter 2026 revenue guidance range
Adjusted EBITDA financial
"Adjusted EBITDA was $10 million, compared to a loss of $2 million"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
Platform Weekly Active Users market
"Total Platform Weekly Active Users (Platform WAU) of 22.9 million"
Regulation FD regulatory
"for complying with its disclosure obligations under Regulation FD"
Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.
stock-based compensation financial
"We exclude the following items... stock-based compensation expense"
Stock-based compensation is when a company pays employees, directors or consultants with shares or the right to buy shares instead of or in addition to cash. It matters to investors because issuing stock or options spreads ownership thinner (like cutting a pie into more slices), which can reduce each existing share’s claim on profits and can also change reported earnings; investors watch it to assess true cost of running the business and how management is incentivized.
Safe Harbor Statement regulatory
"Safe Harbor Statement This press release contains forward-looking statements"
A safe harbor statement is a disclaimer that companies include in their public disclosures to limit legal liability if future results differ from what was forecasted or expected. It acts like a protective shield, helping companies avoid lawsuits if their predictions don’t come true, and gives investors a clearer understanding that certain statements are forward-looking and involve risks.
Revenue $74,554 (in thousands) Up 15% year-over-year from $65,093 (in thousands) in Q2 2025
Net loss $2,122 (in thousands) Improved from $15,362 (in thousands) net loss in Q2 2025
Adjusted EBITDA $9,540 (in thousands) Improved from $(2,247) (in thousands) in Q2 2025; margin rose from (3)% to 13%
Guidance

Q3 2026 revenue $76M–$78M and Adjusted EBITDA $6M–$8M; full-year 2026 revenue low-teens year-over-year growth and Adjusted EBITDA margin approximately 10%.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Understanding 8-K Material Events →

FAQ

What were Nextdoor (NXDR) revenues in Q2 2026?
Nextdoor reported Q2 2026 revenue of $74,554 thousand, an increase of 15% year-over-year. Management highlighted this as a quarterly all-time high, driven by broad-based wins across channels and stronger monetization across the platform.

Did Nextdoor (NXDR) achieve positive Adjusted EBITDA in Q2 2026?
Yes. Nextdoor generated Q2 2026 Adjusted EBITDA of $9,540 thousand, versus a $(2,247) thousand loss a year earlier. Adjusted EBITDA margin improved to 13% from (3)%, marking the strongest Adjusted EBITDA performance in the company’s history.

How many Platform Weekly Active Users did Nextdoor (NXDR) have in Q2 2026?
Nextdoor reported 22.9 million Platform Weekly Active Users in Q2 2026, up 5% year-over-year. The company also noted it delivered a second consecutive quarter of sequential Platform WAU growth and achieved a quarterly all-time high for this engagement metric.

What was Nextdoor’s (NXDR) net loss in Q2 2026?
Nextdoor recorded a Q2 2026 net loss of $2,122 thousand, compared with a $15,362 thousand net loss in Q2 2025. This represents a substantial year-over-year improvement, with net loss margin improving from (24)% to (3)% over the same periods.

What guidance did Nextdoor (NXDR) provide for Q3 2026?
For Q3 2026, Nextdoor expects revenue of $76M to $78M and Adjusted EBITDA of $6M to $8M. This outlook follows Q2 results that exceeded prior Adjusted EBITDA guidance and reflects continued expectations for profitable operations on an adjusted basis.

What is Nextdoor’s (NXDR) full-year 2026 financial outlook?
For full-year 2026, Nextdoor targets low-teens year-over-year revenue growth and an Adjusted EBITDA margin of approximately 10%. Management cited accelerating engagement, durable revenue growth, and disciplined expense management as factors supporting this raised outlook.

How much liquidity did Nextdoor (NXDR) report as of June 30, 2026?
As of June 30, 2026, Nextdoor held $378 million in cash, cash equivalents, and marketable securities. This balance provides a substantial liquidity cushion to support ongoing operations, investment in the platform, and execution of the company’s growth strategy.
0001846069False00018460692026-08-042026-08-04

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of
the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported): August 4, 2026
Nextdoor Holdings, Inc.
(Exact Name of Registrant as Specified in its Charter)
Delaware001-4024686-1776836
(State or Other Jurisdiction
of Incorporation)		(Commission File Number)(IRS Employer
Identification No.)
420 Taylor Street
San Francisco, California
(Address of principal executive offices)

94102
(Zip Code)
(415) 344-0333
(Registrant’s telephone number, including area code)

N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Class A common stock, par value $0.0001 per share
NXDR
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 ((§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 2.02 Results of Operations and Financial Condition.
On August 4, 2026, Nextdoor Holdings, Inc. (the “Company”) issued a press release (the “Press Release”) announcing its financial results for the second quarter ended June 30, 2026. The Company also announced that it would be holding a conference call on August 5, 2026 to discuss its financial results. A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.
This information included in this Item 2.02 of this Current Report on Form 8-K and the exhibit hereto are being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it been deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit NumberDescription
99.1
Press Release issued by Nextdoor Holdings, Inc., dated August 4, 2026.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).


SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
NEXTDOOR HOLDINGS, INC.
Date: August 4, 2026
By:/s/ Indrajit Ponnambalam
Indrajit Ponnambalam
Chief Financial Officer and Treasurer
(Principal Financial Officer)

Exhibit 99.1
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. (NYSE: NXDR), the essential neighborhood network, today announced results for the second quarter ended June 30, 2026.

Nextdoor's highlighted metrics for the second quarter ended June 30, 2026 include:

•Revenue of $75 million increased 15% year-over-year.
•Total Platform Weekly Active Users (Platform WAU) of 22.9 million increased 5% year-over-year.
•Net loss was $2 million, compared to a net loss of $15 million in the year-ago period.
•Adjusted EBITDA was $10 million, compared to a loss of $2 million in the year-ago period, reflecting 16 percentage points of year-over-year margin improvement.
•Cash, cash equivalents, and marketable securities were $378 million as of June 30, 2026.

"Q2 was a landmark quarter for Nextdoor, with record Platform WAU and the strongest financial performance in our company’s history,” said Nextdoor CEO and Co-Founder Nirav Tolia. “Nextdoor is at its best when neighbors help neighbors, and this quarter we saw that translate into more contributions, better content, deeper engagement, and meaningful operating leverage."

"We're very pleased to report strong results this quarter, with 15% year over-year-revenue growth and significant outperformance in Adjusted EBITDA," said Nextdoor CFO Indrajit Ponnambalam. "The revenue growth this quarter reflects broad-based wins across channels, while Adjusted EBITDA of $10 million exceeded our guidance range and marked approximately $12 million of year-over-year improvement. The combination of accelerating engagement, durable revenue growth, and disciplined expense management gives us the confidence to raise our full-year outlook.”

For more detailed information on our operating and financial results for the second quarter ended June 30, 2026, please reference our Nextdoor Investor Update posted to our Investor Relations website located at investors.nextdoor.com.








Financial Results
Three Months Ended June 30,Six Months Ended June 30,
 (in thousands)2026202520262025
Revenue$74,554 $65,093 $136,223 $119,269 
Loss from operations$(5,666)$(20,276)$(20,996)$(47,289)
Net loss$(2,122)$(15,362)$(13,539)$(37,314)
Adjusted EBITDA(1)
$9,540 $(2,247)$9,342 $(11,405)
(1) The following is a reconciliation of net loss, the most comparable GAAP measure, to Adjusted EBITDA for the periods presented above:

Three Months Ended June 30,Six Months Ended June 30,
(in thousands)2026202520262025
Net loss$(2,122)$(15,362)$(13,539)$(37,314)
Depreciation and amortization3295146851,058
Stock-based compensation14,87317,10729,63534,198
Interest income(3,834)(4,774)(7,870)(9,756)
Provision for income taxes294268431409
Adjusted EBITDA$9,540$(2,247)$9,342$(11,405)
Net loss % Margin(3)%(24)%(10)%(31)%
Adjusted EBITDA % Margin13 %(3)%7 %(10)%

2026 Outlook

Third Quarter
Revenue$76M to $78M
Adjusted EBITDA$6.5M to $8M
Full Year
RevenueLow Teens Year-Over-Year Growth
Adjusted EBITDAApproximately 10% Margin

Nextdoor will host a conference call at 5:30 a.m. PT/8:30 a.m. ET on August 5, 2026 to discuss these results and outlook. A live webcast of our second quarter 2026 earnings release call will be available in the Events & Presentations section of Nextdoor’s Investor Relations website located at investors.nextdoor.com. After the live event, the audio recording for the webcast can be accessed on the same website for approximately one year.

Nextdoor uses its Investor Relations website (investors.nextdoor.com), its X handle (x.com/Nextdoor), its LinkedIn Home Page (linkedin.com/company/nextdoor-com), and Nirav Tolia’s LinkedIn posts (https://www.linkedin.com/in/niravtolia/) and X posts (https://x.com/niravtolia) as a means of disseminating or providing notification of, among other things, news or

Exhibit 99.1
announcements regarding its business or financial performance, investor events, press releases, and earnings releases, and as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD.
Non-GAAP Financial Measures

To supplement our condensed consolidated financial statements, which are prepared in accordance with GAAP, we present certain non-GAAP financial measures, such as Adjusted EBITDA, in this press release. Our use of non-GAAP financial measures has limitations as an analytical tool, and these measures should not be considered in isolation or as a substitute for analysis of financial results as reported under GAAP.

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. Non-GAAP financial measures provide consistency and comparability with past financial performance, facilitate period-to-period comparisons of core operating results, and also facilitate comparisons with other peer companies, many of which use similar non-GAAP financial measures to supplement their GAAP results. In addition, Adjusted EBITDA is widely used by investors and securities analysts to measure a company's operating performance. We exclude the following items from one or more of our non-GAAP financial measures: stock-based compensation expense (non-cash expense calculated by companies using a variety of valuation methodologies and subjective assumptions), depreciation and amortization (non-cash expense), interest income, provision for income taxes, and, if applicable, restructuring charges or acquisition-related costs.

Investors are cautioned that there are material limitations associated with the use of non-GAAP financial measures as an analytical tool. In particular, (1) stock-based compensation expense has recently been, and will continue to be for the foreseeable future, a significant recurring expense for our business and an important part of our compensation strategy, (2) although depreciation and amortization expense are non-cash charges, the assets subject to depreciation and amortization may have to be replaced in the future, and our non-GAAP measures do not reflect cash capital expenditure requirements for such replacements or for new capital expenditure requirements, and (3) Adjusted EBITDA does not reflect: (a) changes in, or cash requirements for, our working capital needs; (b) interest expense, or the cash requirements necessary to service interest or principal payments on our debt, which reduces cash available to us; or (c) tax payments that may represent a reduction in cash available to us. The non-GAAP measures we use may be different from non-GAAP financial measures used by other companies, limiting their usefulness for comparison purposes. We compensate for these limitations by providing specific information regarding the GAAP items excluded from these non-GAAP financial measures.

About Nextdoor

Nextdoor (NYSE: NXDR) is the essential neighborhood network for over 110 million verified neighbors, offering trusted local news, real-time safety alerts, neighbor recommendations, for sale and free listings, and events. Nextdoor connects neighbors to the people, places, and information that matter most in their local communities. In addition, businesses, news publishers, and public agencies use Nextdoor to share important information and engage with


neighborhoods at scale. Download the app or join the neighborhood at nextdoor.com. For more information and media assets, visit nextdoor.com/newsroom.
Safe Harbor Statement

This press release contains forward-looking statements regarding our future business expectations, including statements regarding projected financial results. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors, as more fully detailed under the caption "Risk Factors" in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, filed with the Securities and Exchange Commission (“SEC”) on August 4, 2026, and our other SEC filings, which are available on the Investor Relations page of our website at investors.nextdoor.com and on the SEC’s website at www.sec.gov. All forward-looking statements contained herein are based on information available to us as of the date hereof and you should not rely upon forward-looking statements as predictions of future events. We undertake no obligation to update any of these forward-looking statements for any reason after the date of this press release or to conform these statements to actual results or revised expectations, except as required by law. Undue reliance should not be placed on the forward-looking statements in this press release.

Contacts
Investor Relations:
Colin Bourland
ir@nextdoor.com
or visit investors.nextdoor.com

Media Relations:

Kelsey Grady
press@nextdoor.com

Source: View Original Filing on SEC EDGAR

Filing Exhibits & Attachments

4 documents

Press Releases

Other Documents