NASDAQ$OPEN

Opendoor Technologies Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Opendoor's Q4 2023 financial results were announced, demonstrating the company's ability to deliver despite housing market uncertainty.

Opendoor's Q4 2023 revenue was $870 million, a 70% decrease compared to Q4 2022. They sold 2,364 homes, down 69% year-over-year. The company reported a net loss of $91 million, significantly better than the $399 million loss in Q4 2022. They purchased 3,683 homes, up 7% year-over-year.

  • Revenue was $870 million, down 70% compared to Q4 2022.
  • Gross profit was $72 million, compared to $71 million in Q4 2022.
  • Net loss was $(91) million, versus $(399) million in Q4 2022.
  • Purchased 3,683 homes, up 7% versus 4Q22.

Headline financials

Total Revenue

$870M

Previous: $2.86B-69.5%
EPS (adj)

-$0.14

Previous: -$0.74+81.1%
Homes Sold

2.4K

Previous: 7.5K-68.5%
Homes Purchased

3.7K

Previous: 3.4K+7.5%
Homes in Inventory

5.3K

Previous: 12.8K-58.4%
Inventory Balance

$1.78B

No prior period
Contribution Profit

$30M

No prior period
Contribution Margin

3.4%

No prior period
Adjusted EBITDA Margin

-7.9%

No prior period
Adjusted Net Loss

-$97M

No prior period
Capital Expenditures

-$9M

Previous: $4M-325.0%
Net Income

-$91M

Previous: -$399M+77.2%
Operating Income

-$115M

Previous: -$271M+57.6%
Gross Profit

$72M

Previous: $71M+1.4%
Stock-Based Comp

$32M

Previous: -$7M+557.1%

Revenue & EPS history

Opendoor · Revenue · Quarterly

$870M

Q4 2023-69.5%vs Q4 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Opendoor anticipates 1Q24 revenue between $1.05 billion and $1.1 billion, Contribution Profit between $40 million and $50 million, and Adjusted EBITDA between $(80) million and $(70) million.

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 Q4 2023

Historical avgQ4 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro