Opendoor completes 2023 fiscal reporting tomorrow after the close, with Q4 numbers coming in hot. Below you will find Datadoor's finalized estimates for Opendoor's result.
Most important elements of the call tomorrow (in our opinion)
1.) Acquisiton cadence and ramp in Q1 2024
2.) Early success of marketing campaign in Q1 2024
3.) Unit economics improvements
4.) Growth in partnership channels for customer acquisition
5.) Does Opendoor expect the return of the institutional home buyer in 2024?
6.) Growth strategy for the balance of 2024
7.) Updates on non-1P products (Exclusives, List with Opendoor, Buy with Opendoor)
See you all on the call!
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