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Nextdoor10-Q: Supplier concentration

Nextdoor flags risk and 'lower level of visibility' regarding dependency on third-party licensed technology.

What happened

The company acknowledges that its inability to continue licensing key third-party technology on reasonable terms could harm the business.

Source

SEC EDGARAug 4, 2026

Quarterly report (Form 10-Q)

Nextdoor 10-Q

Filing excerpt

If we are unable to continue to license technology because of intellectual property infringement claims brought by third parties against our licensors or against us, or if we are unable to continue our license agreements or enter into new licenses on commercially reasonable terms, our ability to develop our platform that is dependent on that technology would be limited, and our business could be harmed.

sec.gov/Archives/edgar/data/1846069/000184606926000155/nxdr-20260630.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Aug 4, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1846069
Accession number
0001846069-26-000155
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • artificial intelligence

Extraction

Confidence
Medium
Relevance
70%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/70dc2f7a-b523-4b68-9c43-40c1d84a3b7e returns this record as JSON. POST /v1/companies/enrich returns every signal for nextdoor.com.

{
  "signal_id": "70dc2f7a-b523-4b68-9c43-40c1d84a3b7e",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-11T08:07:33.501+00:00",
  "company": {
    "name": "Nextdoor",
    "domain": "nextdoor.com"
  },
  "data": {
    "detail": "The company acknowledges that its inability to continue licensing key third-party technology on reasonable terms could harm the business. This dependency and noted lack of visibility creates an opportunity for alternative technology vendors to offer more transparent or robust solutions.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Nextdoor flags risk and 'lower level of visibility' regarding dependency on third-party licensed technology.",
    "excerpts": "If we are unable to continue to license technology because of intellectual property infringement claims brought by third parties against our licensors or against us, or if we are unable to continue our license agreements or enter into new licenses on commercially reasonable terms, our ability to develop our platform that is dependent on that technology would be limited, and our business could be harmed.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "medium",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1846069/000184606926000155/nxdr-20260630.htm",
    "filing_date": "2026-08-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "artificial intelligence"
    ]
  }
}

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