The most recent quarterly results point to gradual progress. In Q3 2025, revenue rose about 5% year-over-year (YoY) to $69 million, even as platform weekly active users slipped 3% to 21.6 million, which suggests the company is getting better at making money from its user base, even with slightly lower activity.With a market cap just under $1 billion, trailing EPS around -0.15, and annual sales near $247 million alongside a net loss of roughly $98 million, investors are betting that management can keep impro ...

Core Insights - Nextdoor has introduced AI-driven ad performance optimization and new video ad formats to enhance its advertising platform, Nextdoor Advertising Manager (NAM), aiming to maximize efficiency in reaching hyperlocal audiences [1][5] Advertising Innovations - The new advertising suite allows brands to connect with over 100 million high-intent neighbors across 345,000 neighborhoods, enhancing relevance and impact [2][5] - Innovations include click and conversion optimization powered by AI, which has shown a 134% average lift in click-through rates (CTR) and a 35% improvement in average cost per acquisition (CPA) during initial testing [4] AI and Personalization Features - AI targeting and delivery recommendations are being piloted to improve campaign performance through personalized insights [4] - AI-powered image and copy generation enables advertisers to create relevant ads quickly, utilizing a vast library of images [4] - Geo-personalization in image ads allows brands to automatically include local names in their creatives, increasing local relevance [9] Video Advertising Enhancements - New flexible video ad formats are being introduced globally, allowing for deeper engagement through various placements and enhanced reporting metrics [4] Contextual Advertising - Weather targeting features allow advertisers to align their campaigns with local weather conditions, providing timely and relevant messaging [9]