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- **Revenue Growth**: Q3 revenue of $69 million (+5% YoY) with self-serve revenue up 33%, driving 6% EBITDA margin.
 on to prioritize quality.
- **Program- **Content Strategy Shift**: Focusing user-generated recommendations and third-party alerts to re-engage users, reducing notificationsmatic Expansion**: Completed integration with Yahoo! for off-platform targeting, enhancing programmatic capabilities.
- **2026 Breakeven**: On track for full-year adjusted EBITDA breakeven, with $403 million in cash and no debt.

**【CEO Commentary】**
- **Revenue and EBITDA Performance**: Q3 revenue reached $69 million, up million 5% year-over-year, with adjusted EBITDA of $4 (6% margin), marking an 8-point year-over-year improvement. Full-year 2026 breakeven remains on track.
- **Self-Serve Growth**: Self-serve revenue grew 33% YoY, accounting for 60% of total revenue, driven by higher click-through rates and advertiser spend.
- **User Engagement**: Platform WAU was 21.6 million, down sequentially due to reduced notifications, reflecting a focus on quality engagement. ARPU increased 8% YoY despite lower ad load.
- **New Product Features**: Introduction of third-party local news (7% of content), real-time alerts (e.g., weather, earthquakes), and enhanced recommendations engine to drive trust and utility.
- **Financial Health**: $403 million in cash, no debt, and revenue per employee up 21% YoY.

**【Q&A Highlights】**
- **Content Strategy**: Prioritizing high-quality, locally relevant content (e.g., user-generated recommendations) over quantity, with plans to reinvent the recommendations ecosystem.
- **User Acquisition**: Pausing new user acquisition in Q4 to focus on improving the cold-start experience for first-time users.
- **Programmatic Expansion**: Completed supply-side platform integration and announced a deal with Yahoo! for off-platform targeting, complementing direct sales.
- **Alert Effectiveness**: Third-party alerts (e.g., weather, traffic) re-engage lapsed users, with USGS earthquake alerts showing strong performance.
- **Long-Term Focus**: Emphasizing sustainable growth through AI-driven personalization, content quality, and advertiser value over short-term metrics.

Nextdoor Holdings, Inc. (NXDR) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

NXDR

NXDR fundamentals

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