Making Sense of Opendoor's Q1 Guide + January & February Results

Written by Tyler Okland

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 down each of these, plus provide Opendoor's January and February performance.

I can share here that there has never been a moment in Opendoor's public history where their guidance and our internal estimates have varied so significantly. Curious.

Let's dive in.

Reading the rest of this article requires a Datadoor Atoms subscription.

If you already have a subscription, sign in.

Institutional Grade iBuying data.
For Everyone.

Create an account to get access to Opendoor data and analysis.

Create an account



Subscribe to our Newsletter

Get our newest articles and reports right in your inbox.

© 2024 All rights reserved.