Jun 2026 (Q2 FY26) — Aug 5, 2026
Nextdoor Q2 FY26 — Record Performance Driven by Product Investments and Engagement Flywheel
Read the full callNextdoor earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 74.6 | +14.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.6 | +23.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -2.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $2.05 on 14 Oct 2025 → $2.6. High $2.77 (11 Dec 2025), low $1.36 (27 Mar 2026).
Overview
Call summaries
Nextdoor Q2 FY26 — Record Performance Driven by Product Investments and Engagement Flywheel
Read the full callEvery analysed call
Financials
Net profit, year on year: +86% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 66 | 65 | 54 | 65 | 69 | 69 | 62 | 75 |
| Expenses | 86 | 82 | 81 | 85 | 86 | 77 | 77 | 80 |
| Operating profit | -21 | -17 | -27 | -20 | -17 | -7 | -15 | -6 |
| Operating margin | −31.7% | −26.2% | −49.9% | −31.1% | −25.0% | −10.7% | −24.9% | −7.6% |
| Profit before tax | -15 | -12 | -22 | -15 | -13 | -3 | -11 | -2 |
| Tax rate | −1.1% | −0.2% | −0.7% | −1.8% | −1.0% | −36.8% | −1.2% | −16.1% |
| Net profit | -15 | -12 | -22 | -15 | -13 | -4 | -11 | -2 |
| EPS ($ per share) | -0.04 | — | -0.06 | -0.04 | -0.03 | — | -0.03 | -0.01 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Reserves | -385 | -480 | -618 | -766 | -864 | -918 |
| Total liabilities | 68 | 95 | 88 | 96 | 60 | 56 |
| Fixed assets | 6 | 13 | 12 | 8 | 3 | 2 |
| Total assets | 218 | 840 | 700 | 655 | 514 | 487 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -42 | -51 | -61 | -59 | -20 | 6 |
| Cash from investing | 37 | -150 | -342 | 66 | 86 | 43 |
| Cash from financing | 6 | 638 | -64 | 9 | -81 | -34 |
| Net cash flow | 1 | 437 | -467 | 16 | -15 | 15 |
| Capital expenditure | -5 | -9 | -3 | -0 | -0 | -1 |
| Free cash flow | -47 | -60 | -64 | -60 | -21 | 6 |
153 filings between Oct 16, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$1.95M
22 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 conversions.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| How Antoinette | — | $750.5K | Sep 21, 2026 |
| Schwartz Sophia | — | $506.6K | Aug 17, 2026 |
| Kiernan Michael | — | $393.3K | Sep 22, 2026 |
| Lisowski Craig | — | $300.9K | Jul 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Steele Elisa Director | Option exercise | 6,536 | $0 |
| Sep 30, 2026 | Pressman Jason Director | Option exercise | 6,536 | $0 |
| Sep 30, 2026 | Shah Niraj Director | Option exercise | 6,536 | $0 |
| Sep 30, 2026 | GURLEY J WILLIAM Director | Option exercise | 6,536 | $0 |
| Sep 30, 2026 | Sze David L Director | Option exercise | 6,536 | $0 |
| Sep 22, 2026 | Kiernan Michael Chief Revenue Officer | Sale 10b5-1 plan | 50,000 | $127.0K |
| Sep 21, 2026 | How Antoinette Chief Accounting Officer | Sale 10b5-1 plan | 40,000 | $105.0K |
| Sep 21, 2026 | How Antoinette Chief Accounting Officer | Conversion 10b5-1 plan | 40,000 | $0 |
| Sep 15, 2026 | How Antoinette Chief Accounting Officer | Sale 10b5-1 plan | 154,893 | $375.9K |
| Sep 15, 2026 | How Antoinette Chief Accounting Officer | Conversion 10b5-1 plan | 154,893 | $0 |
| Sep 2, 2026 | How Antoinette Chief Accounting Officer | Sale 10b5-1 plan | 35,581 | $80.1K |
| Aug 21, 2026 | Kiernan Michael Chief Revenue Officer | Sale 10b5-1 plan | 111,559 | $266.3K |
| Aug 17, 2026 | Schwartz Sophia Chief Legal Officer, Secretary | Sale 10b5-1 plan | 2,500 | $6.3K |
| Jul 16, 2026 | Lisowski Craig President of Products | Sale 10b5-1 plan | 30,000 | $75.2K |
| Jul 16, 2026 | How Antoinette Chief Accounting Officer | Sale 10b5-1 plan | 9,424 | $23.4K |
| Jul 16, 2026 | Schwartz Sophia General Counsel and Secretary | Sale 10b5-1 plan | 52,582 | $130.7K |
| Jul 15, 2026 | Ponnambalam Amresh Indrajit CFO and Treasurer | Tax withheld | 33,402 | $84.2K |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Option exercise 10b5-1 plan | 7,346 | $0 |
| Jul 15, 2026 | Ponnambalam Amresh Indrajit CFO and Treasurer | Option exercise | 103,249 | $0 |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Option exercise 10b5-1 plan | 7,346 | $0 |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Option exercise 10b5-1 plan | 91,666 | $0 |
| Jul 15, 2026 | Kiernan Michael Chief Revenue Officer | Option exercise | 27,630 | $0 |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Tax withheld 10b5-1 plan | 12,903 | $32.5K |
| Jul 15, 2026 | Kiernan Michael Chief Revenue Officer | Tax withheld | 11,964 | $30.1K |
| Jul 15, 2026 | Kiernan Michael Chief Revenue Officer | Tax withheld | 28,146 | $70.9K |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Tax withheld 10b5-1 plan | 2,634 | $6.6K |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Option exercise 10b5-1 plan | 29,472 | $0 |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Tax withheld 10b5-1 plan | 2,634 | $6.6K |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Option exercise 10b5-1 plan | 9,478 | $0 |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Tax withheld 10b5-1 plan | 3,398 | $8.6K |
| Jul 15, 2026 | Kiernan Michael Chief Revenue Officer | Option exercise | 65,000 | $0 |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Tax withheld | 43,491 | $109.6K |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Option exercise | 110,522 | $0 |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Tax withheld 10b5-1 plan | 10,606 | $26.7K |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Tax withheld | 17,757 | $44.7K |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Option exercise 10b5-1 plan | 24,225 | $0 |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Option exercise | 45,125 | $0 |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Tax withheld 10b5-1 plan | 2,906 | $7.3K |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Tax withheld | 123,216 | $310.5K |
| Jul 15, 2026 | How Antoinette Chief Accounting Officer | Option exercise 10b5-1 plan | 8,104 | $0 |
| Jul 15, 2026 | Tolia Nirav N CEO and President | Option exercise | 313,126 | $0 |
| Jul 15, 2026 | Schwartz Sophia General Counsel and Secretary | Tax withheld 10b5-1 plan | 40,132 | $101.1K |
| Jul 15, 2026 | Lisowski Craig President of Products | Option exercise 10b5-1 plan | 41,446 | $0 |
| Jul 15, 2026 | Lisowski Craig President of Products | Option exercise 10b5-1 plan | 72,674 | $0 |
| Jul 15, 2026 | Lisowski Craig President of Products | Tax withheld 10b5-1 plan | 21,047 | $53.0K |
| Jul 15, 2026 | Lisowski Craig President of Products | Tax withheld 10b5-1 plan | 90,679 | $228.5K |
| Jul 15, 2026 | Lisowski Craig President of Products | Tax withheld 10b5-1 plan | 36,904 | $93.0K |
| Jul 15, 2026 | Lisowski Craig President of Products | Option exercise 10b5-1 plan | 178,572 | $0 |
| Jul 14, 2026 | Lisowski Craig President of Products | Sale 10b5-1 plan | 60,000 | $150.1K |
| Jul 3, 2026 | Steele Elisa Director | Option exercise | 60,975 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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