NYSE$NXDR

Nextdoor Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Nextdoor Holdings reported Q1 2026 with $61.7M revenue, net loss of $11.4M, and diluted loss per share of $0.03.

For the period ended 2026-03-31, Nextdoor Holdings reported $61.7M revenue. Revenue $61.7M (+14% YoY); Platform WAU 22.3M with ARPU $2.77 (+12%). Net loss $11.4M improved from $22.0M; share repurchases of $28.7M in the quarter. Total costs and expenses $77.0M, down 5% YoY. No quantitative guidance; company focuses on user engagement, ARPU, and path to profitability.

  • Revenue $61.7M (+14% YoY); Platform WAU 22.3M with ARPU $2.77 (+12%).
  • Net loss $11.4M improved from $22.0M; share repurchases of $28.7M in the quarter.
  • Total costs and expenses $77.0M, down 5% YoY.

Headline financials

Total Revenue

$61.7M

Previous: $54.2M+13.8%
EPS (adj)

-$0.03

Previous: -$0.28+89.3%
Capital Expenditures

-$70K

Previous: -$28K-150.0%
Net Income

-$11.4M

Previous: -$22M+48.0%
Operating Income

-$15.3M

Previous: -$27M+43.2%

Revenue & EPS history

Nextdoor · Revenue · Quarterly

$61.7M

Q1 2026+13.8%vs Q1 2025
Beat estimate in 14 of 14 quarters(100%)
ActualEstimate

Forward guidance

No quantitative guidance; company focuses on user engagement, ARPU, and path to profitability.

Tailwinds

  • Revenue and ARPU grew double digits.
  • Net loss narrowed materially YoY.
  • Active buyback program returned capital.

Headwinds

  • Still loss-making on a GAAP basis.
  • Heavy stock-based compensation and marketing spend.
  • Ad market and user growth remain competitive.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.6%

Avg return

Earnings day

-2.2%

Avg return

5 days after

-2.1%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+17.6%

Q1 2023

Best reaction

-30.2%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%+15.7%+24.1%
Q4 2025+4.9%+1.8%-13.3%
Q3 2025-1.8%+0.0%+13.4%
Q1 2025-7.4%-7.9%+7.3%
Q4 2024-28.9%-28.9%-37.3%
Q3 2024+13.6%+2.4%+7.2%
Q2 2024+6.3%-6.2%-11.7%
Q1 2024+11.8%+2.3%+7.3%
Q4 2023+2.5%+21.5%+23.3%
Q3 2023-13.7%-18.9%-6.9%
Q2 2023-17.2%-19.5%-32.3%
Q1 2023+17.6%+11.2%+42.4%
Q4 2022-8.5%-5.7%-2.8%
Q3 2022-13.1%+11.4%-14.8%
Q2 2022-30.2%-21.2%-19.1%
Q1 2022-12.0%-1.5%+1.8%
Q4 2020+13.1%+17.2%+5.9%
Q4 2021-2.9%-14.0%-4.5%
Q3 2021-9.9%-1.0%-29.3%
Q2 2021+1.6%
Q1 2021+0.4%
Q3 2020
Q2 2020
Q1 2020

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