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...

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...

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...

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...

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 ...

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...

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...

Tony Stark: "You said one out of fourteen million, we win, yeah? Tell me this is it."Dr. Strange: "If I tell you what happens, it won’t happen."Tony Stark: "You better be right."-Avengers: Endgame This summer the U.S. housing market fell in some ...

August wraps up the two-month Housing Demand Drought of 2022, which saw Opendoor’s sales volume crater. In my last update, I said Q3 will be the most variable quarter in Opendoor’s history, but August is the inflection point for the entire year. L...

Q3 2022 will go down as the most variable quarter in Opendoor’s history. By this I mean, the operating results in July look very different from the operating results in August and September. Most months skate smoothly from one to the next, with mo...

Opendoor's Q3 data are now live for Atoms subscribers. Since launching Atoms in June we have furiously built new functionality. Some highlights: Opendoor Exclusives Dashboard: Tracking the progress of Opendoor’s most important non-core initiative...

Transcript Operator Good day. Thank you for standing by. Welcome to the Opendoor Second Quarter 2022 Earnings Conference Call. Please be advised that today’s conference is being recorded. I'd now like to hand the conference over to your speaker t...

Opendoor’s Q2 2022 earnings will be announced tomorrow after the close. In anticipation of this event, we want to share with you our finalized estimates for Opendoor’s performance, alongside our historical estimates and accuracy.  There’s no cost ...

Opendoor has more homes on the market today than any other moment in the 8-year-old company's history. 14,830 homes, to be exact. Spiking mortgage and interest rates, home price declines, and a vacuum of demand softened the market like a roundh...

Only two weeks remain until Opendoor announces its most profitable quarter in 8 years of operation. Despite an impressive 2022 performance by Opendoor the company, Opendoor the stock currently languishes near all time lows. That’s because now is a...

Today we shipped a new visualization tool for Atoms subscribers - the Opendoor Exclusives Dashboard. This dashboard tracks current and historical Exclusives listings, current pending sales, and cumulative sales - market-by-market. As mentioned in...

Below you will find Datadoor's estimates for Opendoor's Q2 '22 earnings results, the first of two estimates we will provide for the quarter (our finalized estimate (Vol 2) will be shipped 2 weeks before earnings release, and will include forward a...

This supplement is a companion piece to Game of Homes: Opendoor Exclusives and is only available to subscribers. As of today, Opendoor has listed 1,451 Exclusives inventory, and converted 4.5% of those listings (66 homes) to pending sales within ...

Game of Thrones is the most pirated television series of all time. A dubious honor to be sure, but it speaks to the show’s ability to aggregate demand. For context, the most pirated movie of all time is James Cameron’s Avatar. Over its fiery, ei...