-
DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q3 '23 Earnings Estimate and Volumes Update
Q3 has been a challenging quarter for Opendoor the stock, down 33% since the company reported Q2 earnings on August 3rd. Tepid forward guidance combined with a housing macro cocktail of persistently high mortgage rates and contracting volumes has ...
-
[Transcript + Audio] Opendoor CEO Carrie Wheeler at Goldman Sachs Communacopia & Technology Conference, Sept 9th 2023
Transcript Michael Ng Welcome to the Opendoor presentation at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Carrie Wheeler, CEO of Opendoor Technologies. She served as CFO for Opendoor for 2 yea...
-
[Transcript + Audio] Opendoor Q2 2023 Earnings Conference Call, August 3, 2023
Transcript Operator Good day, and thank you for standing by. Welcome to the Opendoor Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a -and...
-
Q2'2023 Earnings Estimates: Opendoor Is Breaking Out For a Reason
Opendoor reports Q2 2023 earnings tomorrow after the close. A lot has happened over the past year, and it's our feeling at Datadoor that (after tomorrow) the worst is behind Opendoor. Let me set the stage: In the summer of 2022 Opendoor stepped ...
-
DATADOOR SUBSCRIBER EXCLUSIVE Opendoor Q2 2023 Finalized Estimates and Q3 Sneak Peek
Opendoor’s Q2 2023 earnings will be announced next Thursday after the close. So today, we want to share with you our finalized estimates for Opendoor’s performance. We believe Q2 marks a pivotal point in Opendoor's trajectory as a company. One ye...
-
DATADOOR SUBSCRIBER EXCLUSIVE Opendoor's Q2 Earnings Preview and What's Driving OPEN +150% in 2023?
The stock of Opendoor, the beleaguered battleground iBuyer, is up 165% so far in 2023. After hitting an all-time low of 0.92$ per share to close out 2022 (down >90% all time), the stock comfortably straddles $3/share today. This is despite O...
-
[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...
-
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...
-
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...
-
Podcast: Opendoor's Exposure to SVB, new List with Certainty Product & Current Margins - Front Porch Podcast #7
-
Podcast: LIVE on Twitter Spaces - Opendoor Q4'2022 Earnings Discussion & AMA
-
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...
-
Podcast: Opendoor's Shocking Q4 Result and Guidance, Daniel Morillo resigning - Front Porch Podcast #6
-
[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 ...
-
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...
-
Podcast: Mortgage Rates Rising, Opendoor Q4 Earnings Expectations, Zillow Partnership Release - Front Porch Podcast #5
-
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 ...
-
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 ...
-
Podcast: Opendoor Pending Sales Skyrocketing & TaxProper Acquisition - Front Porch Podcast #4
-
Podcast: Keith Rabois' critique of Opendoor, 30% Marketplace Goal, 2022 vs 2008 Housing Crash - Front Porch Podcast #3
-
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...
-
Podcast: Opendoor’s biggest Threat in 2023 - Front Porch Podcast #2
-
Podcast: Opendoor's CEO Change, Marketplace expansion - Front Porch Podcast #1
-
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...
-
Datadoor Podcast - LIVE on Twitter Spaces: Opendoor's CEO Change Discussion