EarningsResolvedHit

NXDR Q1 FY26 — beat consensus

Will Nextdoor Q1 FY26 revenue beat consensus by >5pp?

EHIQ

75%

Market

—

Edge

—

Upstream of markets

Validation milestone

NXDR Q1 FY26 print on May 6, 2026

Q1 revenue +14% — exact match with EHIQ AltD-derived call. Q2 guide first-ever-positive EBITDA quarter.

Thesis

Bloomberg AltD Similarweb showed Q1 web traffic +14.08% YoY (R²=53%, 7/8 directional, 100% of period) vs consensus revenue +7.32% — implied beat of +6.76pp. EHIQ called the beat in advance. Q1 print on May 6 showed +14% revenue (exact alignment). Q2 guide $4-6M Adj EBITDA (+9pp margin) was the actual structural re-rating event.

Resolution

Outcome

YES

Resolved

May 6, 2026

NXDR Q1 came in at +14% revenue exact, matching EHIQ call. Q2 guide was the bigger re-rating event.

Opened

May 6, 2026

Expected resolution

May 6, 2026