What move does the options market price into Nextdoor's report?

Implied ±20.0%, either direction · provisional.

How often does Nextdoor move more than the options market prices?

0 of the last 5 reports moved at least as far as the implied move.

NXDRNYSEServices-Computer Programming, Data Processing, Etc.

Nextdoor Holdings, Inc. (NXDR) earnings date, market-implied expected move, and options open interest by expiry

2.32

Pre-market16:00 ETdelayed

Open2.22Volume1.5MMkt cap$862.7MEPS-0.08

Day2.22 – 2.32100%52-wk1.33 – 3.7241%

NXDR

Nextdoor Holdings, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±20.0%implied · straddle

1.782.68

spot 2.23exp Dec 18ATM strike 2.5ATM straddle 0.53IV 72%

Nov 2 closeprovisional

Expected move

Inputs

Next report

Today

after close

est.Q3 FY26

Calendar

Next report

Last report

+6.06%

vs ±16.6% implied · ×0.36

shaded = implied · ▲▼ = realized

Aug 4 '26 · confirmed

Implied vs realized

Largest filed tie

—

13F top-10 QoQ

+4.65%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

204 managers

Top fund weight

0.02%

NXDR weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Nextdoor (NXDR) is expected to report on Nov 4 after close (estimated date).

Implied vs realized

8 reports

0 of 5≥ implied

avg implied: ±26.0%
avg realized: ±9.2%

Nov 6 '24Nov 6 '24confirmed—▲+9.65%—

Feb 27 '25Feb 27 '25confirmed—▼−28.92%—

May 7 '25May 7 '25confirmed—▼−6.62%—

Aug 7 '25Aug 7 '25confirmed±17.0%▲+13.66%×0.80

Nov 5 '25Nov 5 '25confirmed±38.3%▼−2.91%×0.08

Feb 18 '26Feb 18 '26confirmed±11.4%▲+5.45%×0.48

Q1 FY26May 6 '26confirmed±46.9%▲+17.79%×0.38

Q2 FY26Aug 4 '26confirmed±16.6%▲+6.06%×0.36

quarterimplied−50%0+50%realized×

Q2 FY26±16.6%▲+6.06%×0.36

Q1 FY26±46.9%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 3 close

0.29OI · 3 expiries · Nov 3 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

374+4%Nov 2016d1,287+1%

510+6%Dec 1844d0.077,2410%0.07

145+4%Mar 19135d0.062,6240%0.06

ExpiryPutsCallsP/C

Nov 2016d374+4%1,287+1%0.29

Dec 1844d510+6%7,2410%0.07

Mar 19135d145+4%2,6240%0.06

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±20.0%

Funds 3

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

−2.85%as filednet margin · revenue +20.89% QoQ · +14.53% YoY

Revenue$75M+20.89%

Gross profit$63M84.61%+24.61%

Operating income−$6M−7.60%+63.04%

Pre-tax income−$2M+83.79%

Net income−$2M−2.85%+81.41%

Cost of revenue$11M+3.86%

Operating expenses$69M+4.24%

Tax$294,000+114.60%

Other income$4M−5.23%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 2 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

PCE ×1.49· ±3.8% vs ±2.5% · 19 releases

eventrelease day|move|up · n×base

PCEpersonal income & outlays±3.8%6 of 19×1.49

FOMCrate decision±3.6%12 of 24×1.41

PPIproducer prices±3.0%7 of 10×1.20

CPROFcorporate profits±2.8%4 of 12×1.12

GDPgross domestic product±2.8%7 of 19×1.10

NFPjobs report±2.7%3 of 10×1.09

CPIconsumer prices±2.0%5 of 10×0.79

Bar = avg |move| to ±4% · tick = ±2.5% avg day · ×base = |move| ÷ ±2.5% · min 6 releases

Earnings history

EPS -0.01 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 4 '26 · confirmed	-0.01	—
Q1 FY26	May 6 '26 · confirmed	-0.03	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod