NASDAQ$OPEN

Opendoor Technologies Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Opendoor's financial performance reflected progress in strengthening its offering, driving cost efficiencies, and managing risk.

Opendoor Technologies Inc. reported Q2 2023 financial results, exceeding the high end of guidance with a focus on cost efficiencies and risk management. The company sold 5,383 homes and saw a decrease in revenue compared to both Q2 2022 and Q1 2023. They anticipate a return to positive contribution margin levels in Q3 2023.

  • Revenue was $2.0 billion, a (53)% decrease versus Q2 2022 and (37)% decrease versus Q1 2023.
  • Gross profit was $149 million with a gross margin of 7.5%.
  • Net income was $23 million, compared to a net loss of $(54) million in Q2 2022.
  • Inventory balance was $1.1 billion, representing 3,558 homes, down (83)% versus Q2 2022.

Headline financials

Total Revenue

$1.98B

Previous: $4.2B-52.9%
EPS (adj)

-$0.30

Previous: $0.20-250.0%
Homes Sold

5.4K

Previous: 10.5K-48.6%
Homes Purchased

2.7K

Previous: 14.1K-81.0%
Homes in Inventory

3.6K

Previous: 17.0K-79.1%
Capital Expenditures

-$17M

Previous: -$20M+15.0%
Free Cash Flow

$6M

Previous: -$74M+108.1%
Net Income

$23M

Previous: -$54M+142.6%
Operating Income

-$68M

Previous: $32M-312.5%
Gross Profit

$149M

Previous: $486M-69.3%
Cash & Equivalents

$1.12B

Previous: $2.24B-50.0%
Total Assets

$4.22B

Previous: $10.1B-58.3%
Stock-Based Comp

$21M

Previous: $59M-64.4%

Revenue & EPS history

Opendoor · Revenue · Quarterly

$1.98B

Q2 2023-52.9%vs Q2 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Opendoor anticipates revenue between $950 million and $1.0 billion and Adjusted EBITDA between $(60) million and $(70) million for Q3 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-5.3%

Avg return

Earnings day

-7.8%

Avg return

5 days after

-3.7%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+33.6%

Q1 2023

Best reaction

-25.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-13.7%-17.3%
Q4 2025-5.8%+7.1%+5.6%
Q3 2025+17.2%+42.8%+9.0%
Q1 2025+24.4%+0.9%-3.0%
Q4 2024-6.3%-14.0%-21.0%
Q3 2024+3.9%-0.6%+23.6%
Q2 2024-19.8%-26.1%-7.3%
Q1 2024+10.5%+12.5%+9.0%
Q4 2023-12.8%-18.6%-22.3%
Q3 2023+10.6%+9.5%+75.7%
Q2 2023-25.9%-25.7%-18.6%
Q1 2023+33.6%+60.4%+85.1%
Q4 2022-13.5%-22.2%-10.3%
Q3 2022-11.8%-28.4%-25.3%
Q2 2022+9.8%+4.2%-21.3%
Q1 2022-16.3%-26.9%-6.2%
Q4 2021-8.5%-10.7%-6.2%
Q3 2021+7.4%+7.4%-28.7%
Q2 2021+21.1%+9.8%+26.3%
Q1 2021-9.5%-9.8%+3.1%
Q2 2019-23.8%-25.0%-24.6%
Q1 2019-23.8%-25.0%-24.6%
Q4 2020-23.8%-25.0%-24.6%
Q4 2019-23.8%-25.0%-24.6%
Q4 2018-23.8%-25.0%-24.6%
Q3 2019-23.8%-25.0%-24.6%
Q2 2020-23.8%-25.0%-24.6%
Q3 2020+11.2%-0.7%+19.1%
Q1 2020
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012

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