earnings
confidence high
sentiment neutral
materiality 0.70
Opendoor Q4 revenue $736M, GAAP net loss $1.1B; operational metrics strengthen
Opendoor Technologies Inc.
2025-FY EPS reported
-$1.70
revenue$4,371,000,000
- Revenue $736M (-32% YoY); GAAP net loss $1.1B vs $113M; adj net loss $62M vs $77M.
- Homes purchased increased 46% QoQ to 1,706; inventory down to 2,867 homes from 6,417 a year ago.
- October 2025 cohort tracking as best-performing October ever; over 50% homes sold or under contract.
- Fixed operating expenses $35M, down $2M QoQ and $8M YoY; trailing ops expense as % of revenue steady at 1.3%.