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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Nextdoor
Nextdoor (NXDR) investor relations material
Nextdoor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Q4 2025 revenue reached $69 million, up 7% year-over-year, marking the strongest quarter in company history, with full-year revenue at $258 million, a 4% increase year-over-year.
Achieved positive Adjusted EBITDA for both Q4 ($8 million, 11% margin) and full-year 2025, a year ahead of schedule, reflecting disciplined execution and product improvements.
Q4 GAAP net loss was $4 million (-6% margin), a 13-point year-over-year improvement, with full-year net loss improving to $54 million from $98 million.
Platform Weekly Active Users (WAU) for Q4 were 21 million, down 5% year-over-year and 3% sequentially, attributed to prioritizing engagement quality and notification improvements.
Enhanced product experience with AI-driven personalization, improved recommendations, and more relevant notifications, driving higher engagement and Net Promoter Score.
Financial highlights
Q4 2025 revenue: $69 million (+7% y/y); full-year 2025 revenue: $258 million (+4% y/y).
Q4 GAAP net loss: $4 million (-6% margin); full-year net loss: $54 million (-21% margin), both showing significant improvement from prior year.
Q4 Adjusted EBITDA: $8 million (11% margin), up 6 percentage points year-over-year; full-year Adjusted EBITDA: $1 million, compared to a loss of $18 million last year.
Revenue per employee increased 26% year-over-year in Q4, reaching $603,000 annualized.
Cash, cash equivalents, and marketable securities totaled $405 million at year-end.
Outlook and guidance
Q1 2026 revenue expected between $57 million and $59 million, representing 7% year-over-year growth at midpoint, reflecting normal seasonality.
Q1 2026 Adjusted EBITDA guidance is -$6 million to -$4 million (-9% margin at midpoint), reflecting normal seasonality and continued focus on engagement quality.
Full-year 2026 expected to deliver continued revenue growth and mid-single-digit Adjusted EBITDA margins.
Focus for Q1 2026 on user experience, limiting new user acquisition and not increasing ad load.
How is revenue growing with declining WAU?
How will AI impact user engagement and value?
What underpins sustainable positive Adjusted EBITDA?
How to measure success of WAU quality focus?
AI's role in new monetization pathways
Specific ROI thresholds for capital allocation
Partial view of Summaries dataset, powered by Quartr API
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Next Nextdoor earnings date
Q1 20266 May, 2026
Nextdoor
Next Nextdoor earnings date
Q1 20266 May, 2026
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Frequently asked questions
Nextdoor Holdings, Inc. is a U.S.-based technology company that operates a neighborhood-focused social networking platform. The platform enables neighbors and local businesses to connect, share information, and build community engagement. Nextdoor facilitates activities such as sharing local news, organizing events, finding service recommendations, and shopping at small businesses. The company is headquartered in San Francisco, California, and its shares are listed on the New York Stock Exchange.
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