Nextdoor Holdings reported Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 5, 2026, Nextdoor Holdings, Inc. (the "Company") issued a press release (the "Press Release") announcing its financial results for the third quarter ended September 30, 2026.¹ The Company also announced that it would be holding a conference call on November 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 Number Description

99.1 Press Release issued by Nextdoor Holdings, Inc., dated November 5, 2026.

104 Cover 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: November 5, 2026

By: /s/ Indrajit Ponnambalam

Indrajit Ponnambalam

Chief Financial Officer and Treasurer

( Principal Financial Officer )

Nextdoor Reports Third Quarter 2026 Results

Delivered Q3 Results Ahead of Guidance

Drove Third Consecutive Quarter of Sequential Platform WAU Growth

Improved Net Loss Margin 18 Points and Adjusted EBITDA Margin 7 Points Year Over Year

SAN FRANCISCO, CA, November 5, 2026 — Nextdoor Holdings, Inc. (Nasdaq: NXDR), the essential neighborhood network, today announced results for the third quarter ended September 30, 2026.

Nextdoor's highlighted metrics for the third quarter ended September 30, 2026 include:

• Revenue of $79 million increased 14% year-over-year.

• Platform Weekly Active Users (Platform WAU) of 24.5 million increased 14% year-over-year.

• Net loss was less than $1 million, compared to a net loss of $13 million in the year-ago period.

• Adjusted EBITDA was $10 million, compared to $4 million in the year-ago period, reflecting 7 percentage points of year-over-year margin improvement.

• Cash, cash equivalents, and marketable securities were $382 million as of September 30, 2026.

"Q3 was another record quarter for Nextdoor, and the strongest proof yet that our transformation is well underway," said Nextdoor CEO and Co-Founder Nirav Tolia. "Platform WAU grew for the third straight quarter to 24.5 million, revenue grew 14%, and our net loss narrowed to less than $1 million from $13 million a year ago. This progress comes from hundreds of improvements that compound on one another, and from a team that kept building long before the numbers confirmed it. In a world where more of the internet is becoming synthetic, what becomes scarce is real people, verified to a real place, helping one another. We're carrying this momentum into the fourth quarter and beyond."

"Q3 was a strong quarter of steady progress, with Adjusted EBITDA above our guidance range and Adjusted EBITDA margin up 7 points from a year ago," said Nextdoor CFO Indrajit Ponnambalam. "Our fourth quarter outlook puts full-year revenue growth in line with the low-teens range we provided last quarter. And with $28 million of operating cash flow so far this year, we're able to keep investing in the business while opportunistically returning capital to shareholders through our buyback."

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

Financial Results

Three Months Ended September 30, Nine Months Ended September 30,

(in thousands) 2026 2025 2026 2025

Revenue²

Adjusted EBITDA (1)

$ 10,303 $ 4,385 $ 19,645 $ (7,020)

(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 September 30, Nine Months Ended September 30,

2026 Outlook

Fourth Quarter

Full Year

Nextdoor will host a conference call at 5:30 a.m. PT/8:30 a.m. ET on November 5, 2026 to discuss these results and outlook. A live webcast of our third quarter 2026 earnings 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 (linkedin.com/in/niravtolia/) and X posts (x.com/niravtolia) as a means of disseminating or providing notification of, among other things, news or 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

We have not reconciled our Adjusted EBITDA outlook to GAAP net loss because certain items that impact GAAP net loss are uncertain or out of our control and cannot be reasonably predicted. In particular, stock-based compensation expense is impacted by the future fair market value of our common stock and other factors, all of which are difficult to predict, subject to frequent change, or not within our control. The actual amount of these expenses during 2026 will have a significant impact on our future GAAP financial results. Accordingly, a reconciliation of Adjusted EBITDA outlook to net loss is not available without unreasonable efforts.

To supplement our condensed consolidated financial statements, which are prepa