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[新聞] Opendoor Q3財報

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最新2022-01-08 10:50:00
留言38則留言,19人參與討論
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原文標題:Opendoor Announces Third Quarter 2021 Financial Results 原文連結:https://reurl.cc/Q6OQZ0 發布時間:2021/11/11 5:05 AM 台灣時間 原文內容: SAN FRANCISCO, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Opendoor Technologies Inc. (Nasdaq: OPEN), a leading digital platform for residential real estate, today reported financial results for its quarter ended September 30, 2021. Opendoor’s third quarter 2021 financial results and management commentary can be accessed through the Company’s shareholder letter on the quarterly results page of Opendoor’s investor relations website at https://investor.opendoor.com. “Over the years, I am often asked whether our vision and strategy has changed. The short answer is no - we have always been focused on making it possible to buy, sell, and move at the tap of a button. In our view, the end state for the real estate marketplace will inevitably be a simple, certain, and fast transaction powered by technology. It is just a matter of when. So we have been consistently focused on investing in that future experience, piece by piece, with the consumer in mind at every step. We take great pride in doing the hard work to execute with excellence in our consumer experience, technology, business performance, and company culture. This is what sets us apart,” said Eric Wu, Co-Founder and CEO of Opendoor. “Our third quarter results are the byproduct of our focus on the consumer experience and strong, consistent execution. We exceeded our expectations in generating $2.3 billion of revenue, acquiring 15,181 homes, and delivering over $170 million of Contribution Profit and $35 million of Adjusted EBITDA.” Third Quarter 2021 Key Highlights Unless otherwise stated, all comparisons are on a quarter-over-quarter basis. We believe that sequential comparisons better reflect our underlying growth trends given our decision to pause home acquisitions and actively sell through our inventory last year due to COVID-19. Revenue of $2.3 billion, up 91% versus 2Q21, with 5,988 total homes sold, up 72% versus 2Q21 Gross profit of $202 million, versus $159 million in 2Q21; gross margin of 8.9%, versus 13.4% in 2Q21 Net income of $(57) million, versus $(144) million in 2Q21 Adjusted Net Income of $(17) million, versus $2 million in 2Q21 Contribution Profit of $170 million, versus $128 million in 2Q21; Contribution Margin of 7.5%, versus 10.8% in 2Q21 Adjusted EBITDA of $35 million versus $26 million in 2Q21; Adjusted EBITDA Margin of 1.5% versus 2.2% in 2Q21 Expanded to 44 markets at the end of 3Q21 with 5 new market launches Purchased 15,181 homes, up 79% versus 2Q21 Grew inventory balance to 17,164 homes, representing $6.3 billion in value, up 130% versus 2Q21 Outlook 4Q21 revenue guidance of $3.1 billion - $3.2 billion 4Q21 Adjusted EBITDA1 guidance of ($5) million - $5 million Conference Call and Webcast Details Opendoor will host a conference call to discuss its financial results on November 10, 2021 at 2:00 p.m. Pacific Time. A live webcast of the call can be accessed from Opendoor’s Investor Relations website at https://investor.opendoor.com. An archived version of the webcast will be available from the same website after the call. Forward Looking Statements This press release contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking, including statements regarding our financial condition, anticipated financial performance, business strategy and plans, market opportunity and expansion and objectives of management for future operations. These forward-looking statements generally are identified by the words “anticipate”, “believe”, “contemplate”, “continue”, “could”, “estimate”, “expect”, “forecast”, “future”, “intend”, “may”, “might”, “opportunity”, “plan”, “possible”, “potential”, “predict”, “project,” “should”, “strategy”, “strive”, “target”, “will”, or “would”, the negative of these words or other similar terms or expressions. The absence of these words does not mean that a statement is not forward-looking. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many important factors could cause actual future events to differ materially from the forward-looking statements in this press release, including but not limited to our public securities’ potential liquidity and trading; our ability to raise financing in the future; our success in retaining or recruiting, or changes required in, our officers, key employees or directors; the impact of the regulatory environment and complexities with compliance related to such environment; our ability to remediate our material weaknesses; various factors relating to our business, operations and financial performance, including, but not limited to, the impact of the COVID-19 pandemic on our ability to grow market share; our ability to respond to general economic conditions and the health of the U.S. residential real estate industry. The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties described under the caption "Risk Factors" in our annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 4, 2021, as updated by our Quarterly Reports on Form 10-Q for the quarterly periods ended March 31, 2021, June 30, 2021, and September 30, 2021, and our other filings with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and we assume no obligation and do not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. We do not give any assurance that we will achieve our expectations. About Opendoor Opendoor’s mission is to empower everyone with the freedom to move. Since 2014, Opendoor has provided people across the U.S. with a radically simple way to buy, sell or trade-in a home online. Opendoor currently operates in a growing number of markets across the U.S. Contact Information Investors: Elise Wang Opendoor investors@opendoor.com Media: Sheila Tran / Charles Stewart Opendoor press@opendoor.com 心得/評論: 財報各項數據全部Beat 盤後大漲15% 本季度營收23億較上季度增長60% Q3營收已接近去年全年營收 Q4指引30-32億再增長40%.... 證明Opendoor和Zillow在Ibuying 這塊完全是不同公司... -- Sent from nPTT on my iPhone X -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 49.216.222.76 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1636583274.A.FB4.html

38 則留言

gso1987, 1F
open & rdfn讚,Zillow廢

leo144436, 2F
就說要加碼吧,還好沒被洗掉

poisonB, 3F
果然還是要華人比較會炒房

LoveIvy, 4F
Z用的算法去買房好像根本是不同世界 XDD

tim810320, 5F
可惜呀Open是我最大倉位,之前炒底Z停損賠了一點,

tim810320, 6F
就沒抄Open了沒想到財報比我想的更好。

LoveIvy, 7F
最低16還14 忘了 也還好才剛起步吧

okbon, 8F
財報這樣位什麼還是虧損?

iamten, 9F
主力果然早知道 爆拉一波

tim810320, 10F
坦白來說這種公司net income不重要,OfferPad Q2就

tim810320, 11F
是正的。在高速增長時期Eps是負的很正常,因為獲利

tim810320, 12F
在投資像當初的Amzn一樣要看現金流

Severine, 13F
賺翻啦 昨天趁亂買了一些22的即期可樂

bcza245682, 14F
什麼時候才能回三十啊TAT

sturmpionier, 15F
舒服 17的倉

sturmpionier, 16F
Z根本像內鬼掏空 太扯 買到崩沒發現 公司問題太大

hduek153, 17F
這隻都沒動==

hduek153, 18F
不過大盤剛好回調 能繼續噴嗎

sipa0737, 19F
想起年初少年股神30極限重倉

tim810320, 20F
30重倉...我成本大概在17。如果q4也Beat,照之前的

tim810320, 21F
市銷率算法2.5-3的話30沒太大問題

k798976869, 22F
炒房還是交給專業的來

LoveIvy, 23F
CEO沒在管股價的

bcza245682, 24F
我沒有重倉 只有重傷嗚嗚嗚嗚

cho121696, 25F
22億美元的營收還是無法獲利,我不敢買這種公司

shiz, 26F
認錯先買回一點點觀察

tim810320, 27F
有個23年都沒獲利的公司漲了1000倍

sturmpionier, 28F
等確定有營利你已經買不下去了 還是乖乖去看pe買股

sturmpionier, 29F
就好 嘻嘻

patterson01, 30F
可是這兩天跌幅不少啊

chichenchu, 31F
open是想做房產交易平台公司,不是抄房公司,基本上

chichenchu, 32F
量做出來才是他的價值所在。不用在乎目前的營業額

chichenchu, 33F
獲利,等量變就會質變,之前老二已經不做了,就看

chichenchu, 34F
誰能勝出

LoveIvy, 35F
現在比較擔心的事之後的升息會不會造成大環境改變

shiz, 36F
開盤賣壓滿強的

salmon901, 37F
濤之道講得蠻清楚的

qize1428, 38F
上面有人講Z跌到像內鬼掏空,open也差不多了