NYSE$NXDR

Nextdoor Holdings Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Revenue grew and user engagement increased.

Nextdoor's Q3 2021 saw a 66% year-over-year revenue increase to $52.7 million and a 20% increase in Weekly Active Users (WAU) to 33 million. The company also completed its transaction with Khosla Ventures Acquisition Co. II, raising gross proceeds of $674M.

  • Q3 revenue grew 66% year-over-year to $52.7M.
  • Average total global Weekly Active Users (WAU) increased by 20% year-over-year to 33 million.
  • Global average revenue per WAU (ARPU) increased 38% year-over-year.
  • Completed transaction with Khosla Ventures Acquisition Co. II, raising gross proceeds of $674M.

Headline financials

Total Revenue

-$100K

Previous: $31.8M-100.3%
EPS (adj)

-$0.57

Previous: -$0.65+12.8%
Capital Expenditures

$1.74M

No prior period
Free Cash Flow

$4.01M

No prior period
Net Income

$4.01M

Previous: -$19.2M+120.9%
Operating Income

-$2.25M

Previous: -$19.5M+88.5%
Gross Profit

-$100K

Previous: $26.5M-100.4%
Cash & Equivalents

$107M

No prior period
Total Assets

$418M

No prior period
Stock-Based Comp

$10.6M

No prior period

Revenue & EPS history

Nextdoor · Revenue · Quarterly

-$100K

Q3 2021-100.3%vs Q3 2020
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Forward guidance

Nextdoor expects full year 2021 revenue growth to accelerate and adjusted EBITDA to improve.

Tailwinds

  • Full year 2021 revenue growth to accelerate to between 50% to 52% relative to full year 2020 growth of 49%.
  • Prior full year 2021 year-over-year revenue growth guidance of 47%.
  • Adjusted EBITDA for full year 2021 is estimated to be between ($48M) and ($47M).
  • Adjusted EBITDA improved compared to ($50M) in 2020.
  • Building on the momentum in Q3.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-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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