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[Transcript + Audio] Opendoor Q1 2023 Earnings Conference Call, May 4, 2023
Transcript Operator Good day, and thank you for standing by. Welcome to the Opendoor Technologies First Quarter 2023 Earnings Conference Call. I would now like to hand the conference over to your speaker today, Elise Wang, Vice President, I...
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q1'2023 Final Estimates & FY2023 Outlook
During the height of the 2022 housing boom, Opendoor's iBuying model was soaring. Opendoor's run-rate revenue in Q1 2022 was more than $20 Billion, and the company was profitable for the first time. Although management foresaw housing turbulence...
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor's Q1 2023 Earnings Estimate
Welcome back team! Today we share Datadoor's estimate for Opendoor's Q1 2023 operating result (the first of two estimates we will provide for the quarter (our finalized estimates (Vol 2) will be shipped the last week of April, and will include fo...
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Podcast: Opendoor's Exposure to SVB, new List with Certainty Product & Current Margins - Front Porch Podcast #7
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Podcast: LIVE on Twitter Spaces - Opendoor Q4'2022 Earnings Discussion & AMA
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DATADOOR SUBSCRIBER EXCLUSIVE Making Sense of Opendoor's Q1 Guide + January & February Results
Opendoor just announced Q4 2022 results, as well as guidance for Q1 2023. There's much to digest from the earnings call. In one breath, a notable departure, a more conservative Exclusives scaling pace, and a perplexing guide. Below, we break dow...
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Podcast: Opendoor's Shocking Q4 Result and Guidance, Daniel Morillo resigning - Front Porch Podcast #6
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[Transcript + Audio] Opendoor Q4 2022 Earnings Conference Call, Feb 23, 2022
Transcript Operator Good day, and thank you for standing by. Welcome to the Opendoor Fourth Quarter 2022 Earnings Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to ...
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Opendoor Q4 2022 Final Estimates
Opendoor’s Q4 2022 earnings will be announced this Thursday after the close. So today, we want to share with you our finalized estimates for Opendoor’s performance. These data are freely given and we welcome questions and comments. We wi...
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Podcast: Mortgage Rates Rising, Opendoor Q4 Earnings Expectations, Zillow Partnership Release - Front Porch Podcast #5
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q4 2022 Finalized Estimates and Q1 2023 Sneak Peek
Opendoor's Q4 earnings call and full year results and Q4 earnings call is less than two weeks away. Next Thursday, February 23, Opendoor's CEO Carrie Wheeler and President Eric Wu will discuss their plan to return the iBuyer model to normalized ...
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor 2023: Back to Normal, Or Nowhere Close?
It's been a few weeks since I've posted a monthly update, but I'm excited to dive back into the data with you. We've seen rapid change in homebuyer sentiment and transaction volume in early 2023, and as expected, Opendoor's activity flowed around ...
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Podcast: Opendoor Pending Sales Skyrocketing & TaxProper Acquisition - Front Porch Podcast #4
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Podcast: Keith Rabois' critique of Opendoor, 30% Marketplace Goal, 2022 vs 2008 Housing Crash - Front Porch Podcast #3
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q4 Estimates: Home Alone
With this report we outline Datadoor’s estimates for Opendoor’s final quarter of 2022, and we snuck it in right before Christmas. 2022 has been an absolutely devastating year for shareholders of big-swing, ambitious, unprofitable growth companies...
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Podcast: Opendoor’s biggest Threat in 2023 - Front Porch Podcast #2
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Podcast: Opendoor's CEO Change, Marketplace expansion - Front Porch Podcast #1
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor's November: Margins on the Move
Since our last update there have been a few developments at Opendoor... Around Thanksgiving we began hearing rumors about Opendoor management canceling investor meetings, and then CEO Eric Wu canceled his Credit Suisse investor presentation. We d...
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Datadoor Podcast - LIVE on Twitter Spaces: Opendoor's CEO Change Discussion
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q4-2022 Download Vol. 1
We are officially halfway through Q4, which means it’s time to introduce the first in a trilogy of updates on Opendoor’s performance for the last stretch of this crazy year. This report will cover Opendoor’s October performance, and in mid-Decem...
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Opendoor 2.0
I want to start off this article by admitting I was wrong. Not about the quarterly estimates. Frankly, I’m pleased with how close we were given the forecasting challenges of the quarter. Nor am I referring to Opendoor’s stock price, which I stoppe...
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[Transcript + Audio] Opendoor Q3 2022 Earnings Conference Call, Nov. 3 2022
Transcript Operator Good day, and thank you for standing by. Welcome to the Opendoor Third Quarter 2022 Earnings Call. Please be advised that today's conference is being recorded. I would now like to turn the conference over to your speaker today...
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Opendoor Q3-2022 Final Estimates
Opendoor’s Q3 2022 earnings will be announced this Thursday after the close. So today, we want to share with you our finalized estimates for Opendoor’s performance. These data are freely given and we welcome questions and comments. We will be ...
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Finalized Q3 Estimates and Q4 Insights
Opendoor’s Q3 earnings call is less than two weeks away. On November 3rd, management will discuss their strategies to navigate one of the fastest housing declines of the past century. At this point it seems everyone and their mother is aware the...
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DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q3-2022 Estimates - Vol. 1
Today we share Datadoor’s estimate for Opendoor’s Q3 ‘22 results, the first of two estimates we will provide for the quarter (our finalized estimates (Vol 2) will be shipped the last week of October, and will include forward analytics). Over the...