Скачать или смотреть OpenDoor Q3 2025: Bold AI Turnaround Plan Meets Market Skepticism

OpenDoor Technologies reported a strong revenue beat in Q3 2025 with $915 million, surpassing analyst expectations by $33 million. However, the company still posted a GAAP loss of $0.12 per share, wider than the predicted $0.07 loss, triggering a sharp 8.5% drop in after-hours trading. Despite the mixed financial results, new CEO Kaz Nejatian unveiled a transformative strategy to reposition OpenDoor as a cutting-edge software and AI-driven real estate platform focused on faster home resale and tighter pricing.

The leadership overhaul includes a return-to-office policy, significant cuts in consultant expenses, and the launch of over a dozen AI features aimed at improving pricing accuracy and operational efficiency. OpenDoor aims to achieve positive adjusted EBITDA of approximately $45 million in Q4 and reach breakeven adjusted net income by the end of 2026. This ambitious pivot highlights the company's shift towards high-frequency trading-like volume and margin optimization to thrive in a challenging housing market with high mortgage rates and limited inventory.

Investors remain cautious yet intrigued by OpenDoor's radical turnaround narrative. The company's innovative approach combining AI technology with aggressive cost control could redefine real estate transactions if successfully executed. Key metrics to watch include AI-driven conversion rates, acquisition pace, and inventory health. OpenDoor's weekly progress tracking on their public accountability website adds transparency to this high-stakes comeback story, making it a compelling watch for market participants and real estate tech enthusiasts alike.

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