$OPEN & $IREN - Great presentation review on Q3 Earnings for Opendoor & IREN 👀👇
youtu.be/rF_BNrglKfk?is=0Lqn…
🚨 $OPEN Q3 2026 Earnings 🏡📊
💰 Revenue: $1.022B
📊 Contribution Profit: $34M
📉 Contribution Margin: 3.3%
📉 Adjusted EBITDA: -$31M
📉 GAAP Net Loss: -$218M
🏡 Homes Sold: 2,728
🏡 Homes Purchased: 4,865
🏡 Ending Inventory: 7,596
Q4 Outlook:
• Revenue growth: 40%+ YoY
• Adjusted EBITDA: -$70M to -$85M
• Profitability timeline delayed
Summary: Strong acquisition growth and improving operating efficiency, but weaker margins, growing inventory and widening projected Q4 losses raise concerns about the profitability timeline.
Bottom line: Opendoor is scaling its operations, but still needs to prove that growth translates into sustainable profits. 🏡📊
Re-Start $OPEN Space Pre-Earnings Q3 👇
$OPEN - Be Prepared. Good breakdown on what to expect and outstanding presentation. 👇
Replying to @dchristou369
If wanna go in prepared for what to expect, checkout Breakdown:
youtu.be/RHT_ktXGstM
I am going to be on @dchristou369 session today to learn more
$OPEN - How to watch or listen to the Opendoor Q3 Open House Earnings... 👇
$OPEN 🚨 @Opendoor Open House is TOMORROW 🏡
⏰ Thursday at 5 PM ET
📺 Free on X, YouTube, Robinhood and investor.opendoor.com
📊 Q3 results plus top shareholder and analyst Q&A
Replay goes up on the investor site after
$OPEN Don't forget - This may be a pivotal Earnings Call for Opendoor. 👀 Set reminder 👇
xitter.gq/i/spaces/1LPLordnLgaZr…
Narrative drives liquidity, until liquidity rewrites the narrative. 👇
$OPEN - An outstanding post! Read the breakdown, read the journey. The read is a must before Earnings today...👇
An $Open Letter to @nejatian - Opendoor Needs the Market to See What’s Coming 🤔
Kaz,
Ahead of tomorrow’s earnings, I wanted to share a few thoughts. I’m just a small retail investor, and I know you and your team understand the housing and capital markets far better than I do. These are simply observations from someone who believes in Opendoor’s potential.
The housing sector is already looking ahead. Several homebuilders have rallied 20–30% or more from their lows, despite recent results still showing weakness. Lennar and D.R. Horton reported declining orders and deliveries. Even Zillow, with revenue up 7% to $724M, fell roughly 15–20% after disappointing results.
The market is beginning to price in what comes next: lower yields, improving affordability, government initiatives and potentially more supportive Fed policy.
Opendoor deserves to be evaluated on that same forward-looking basis.
Tomorrow’s numbers may not yet reflect improving housing activity or the full impact of Opendoor 2.0 - List with Opendoor, Buy with Opendoor, the 3P marketplace, Home Loans and new partnerships.
But the market needs to see tangible progress.
A few ideas worth considering:
1. Make Opendoor 2.0 measurable. Regularly share 3P transaction volume, product adoption, conversion rates, contribution profit and partnership milestones.
2. Protect shareholder value. Consider buybacks when financially responsible, and prioritize value per share over unnecessary dilution. Avoid further equity issuance unless it creates compelling long-term value.
3. Address the warrants. Explore shareholder-friendly solutions such as negotiated repurchases, extensions or other adjustments that could reduce future dilution and uncertainty.
4. Demonstrate insider confidence. Insider purchases, continued ownership and avoiding sales at deeply depressed valuations, where legally and personally appropriate, could send a powerful signal.
I’m sure you and your team have many more ideas and tools - probably better ones than anything I could suggest. I simply believe the current share price does not reflect the opportunity ahead.
Other housing stocks are already pricing in a recovery that hasn’t fully appeared in their financials.
Opendoor shouldn’t be left behind.
I remain a believer in the vision. Now it’s time to make sure the market sees it too.
And one last thought: Opendoor already has something many companies would love to have - a huge, passionate OPEN Army. Many of us are currently underwater and perhaps a little depressed by the stock price, but we’re still here, still believers and still behind the vision.
Don’t underestimate that community. If Opendoor gets the fundamentals and the market moving in the same direction, this Army could turn into a tsunami 🌊🤞🏻
xitter.gq/oranamige/status/21129…
@Opendoor
@nejatian
@rabois
@morganb
@ericjackson
@GMN_watch
$OPEN - Pre-Earnings Space with Panelists to discuss Q3 Earnings & Forward Guidance for Opendoor 👇
🚨 OPENDOOR EARNINGS CALL SPACES EVENT 🚨
Earnings day is almost here, and we’re breaking it down live on X. Tune in as our panel dissects the strategy, reviews the data, and covers what's next.
📅 When: Earnings Day (Starting at 1:00 PM)
📍 Where: Right here on X Spaces
The Schedule:
1:00 PM – Panel & Open Q&A: Kick off with our speakers, followed by live audience questions.
2:00 PM – The Earnings Call: We’ll listen in together in real time.
Post-Call – Deep Dive & Q&A: Straight back to the mic for instant reactions, analysis, and more audience discussion.
🎙️ Featured Speakers:
@MrAlwaysRugged
@InvestWithFelix
@jeffye888
@DrazzticMarkets
@ssj2abid
@scottfelsenthal
@FinJourney
@iamjohnbaiano
👀 Surprise speakers? Sure... but it wouldn’t be a surprise if we spilled the rest of the list now.
Set your reminder, bring your questions, and let’s talk Opendoor. 👇
xitter.gq/i/spaces/1LPLord…
$OPEN - Come and join the conversation. 🫡
$OPEN - Seeing the beginning stages of 3P being built and shipped before our very eyes. This is Opendoor. 👇
$OPEN - This is Opendoor 👇
Still building, Still shipping, OPENing the Capital Light Rails. 💪
$OPEN is launching “Buy with Opendoor” allowing customers to purchase any home rather than being limited to properties the company owns.
Pretty big shift toward an asset-light model where Opendoor can earn mortgage, title and closing fees without having to buy property.
$OPEN - 3P, getting warmer. 👇
Today, we are launching Buy with Opendoor in beta in Texas. Use all of Opendoor’s scale to buy any home, Opendoor’s or not.
Save tens of thousands of dollars on your mortgage and fees.
opendoor.com/buywithopendoor
Why wait 10 to 20 years for BTC to go up? I want money go up now.xitter.gq/i/spaces/1evMbWbXzBdJR…👇
NFA-DYOR












