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Sep 30, 2021

Nextdoor Q3 2021 Earnings Report

Revenue grew and user engagement increased.

Key Takeaways

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.

Total Revenue
$52.7M
Previous year: $31.8M
+65.6%
EPS
-$0.57
Previous year: -$0.654
-12.8%
Weekly Active Users
33M
Previous year: 27.5M
+20.0%
Global ARPU
$6.46
Gross Profit
$45.3M
Previous year: $26.5M
+71.2%
Cash and Equivalents
$107M
Free Cash Flow
-$9.43M
Total Assets
$418M

Nextdoor

Nextdoor

Forward Guidance

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

Positive Outlook

  • 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.