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Earnings Call Summary | Nextdoor Holdings(KIND.US) Q2 2024 Earnings Conference

Earnings Call Summary | Nextdoor Holdings(KIND.US) Q2 2024 Earnings Conference

業績會總結 | Nextdoor Holdings(KIND.US) 2024年Q2業績會
富途資訊 ·  08/08 11:39  · 電話會議

The following is a summary of the Nextdoor Holdings, Inc. (KIND) Q2 2024 Earnings Call Transcript:

以下是Nextdoor Holdings,Inc. (KIND) Q2 2024營業收入業績會議談話摘要:

Financial Performance:

金融業績:

  • Revenue for Q2 was $63 million, marking an 11% year-over-year growth.

  • Weekly Active Users increased to 45 million, an 8% year-over-year growth.

  • Adjusted EBITDA margin improved by 23 percentage points year-over-year.

  • Net share repurchases reduced the fully diluted share count by 5% in Q2.

  • Reductions in team size and office space, alongside cuts in stock-based compensation expense, decreased costs significantly.

  • Q2的營業收入爲6300萬美元,同比增長11%。

  • 周活躍用戶增加到4500萬,同比增長8%。

  • 調整後的EBITDA利潤率同比改善了23個百分點。

  • Q2淨回購股票使稀釋後股份減少了5%。

  • 團隊規模和辦公空間的縮減以及股權激勵支出的削減顯著降低了成本。

Business Progress:

業務進展:

  • Significant user growth, nearly all through word-of-mouth or unpaid channels, demonstrating strong organic reach.

  • Improved functionality and performance on the Nextdoor Ads platform have driven increased revenue retention and advertiser ROI.

  • Focused on enhancing user and advertiser experiences through the Next initiative, aimed at a major overhaul of the product and user interface to better capitalize on local engagement at a national scale.

  • 快速增長的用戶數量幾乎全部來自於口碑傳播或未付費渠道,顯示出極強的有機覆蓋範圍。

  • Nextdoor廣告平台功能和性能的改善推動了增加的營業收入保留和廣告主回報率。

  • 專注於通過Next計劃增強用戶和廣告主體驗,旨在從全國範圍內更好地利用本地社區參與度入手,對該產品進行重大改進和用戶界面,增強體驗。

Opportunities:

機會:

  • Transformation of the core product, 'Next', aims to substantially enhance the user and advertiser experience, positioned as a core part of local community engagement.

  • Leveraging the large and engaged user base and differentiated first-party data for improved monetization.

  • 核心產品「下一個」的轉型旨在大幅提升用戶和廣告主體驗,定位爲本地社區參與的核心部分。

  • 利用大型和活躍的用戶群以及區分化的第一方數據以提高貨幣化水平。

Risks:

風險:

  • The most significant transformation initiatives, including the core product overhaul, will not show substantial progress until mid-2025, suggesting a period of transition and potential uncertainty.

  • 最重要的轉型項目,包括核心產品改進,直到2025年中期之後才會有重大進展,表明了轉型期和潛在的不確定性。

More details: Nextdoor Holdings IR

更多詳情: Nextdoor Holdings IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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