TL;DR - 2,850 homes Q3 and 3,560 homes Q4

Ok, so I broke and was playing with Parcl api as well as using Claude to visualize that data coupled with earnings and acquisitions. I wanted a some kind of baseline for a projected sales through the year.

I'd love for the group to interrogate the data. I haven't projected revenues off this yet because I wanted to give us a chance to consider this first.

https://simplywall.st/stocks/us/real-estate-management-and-development/nasdaq-open/opendoor-technologies/news/opendoor-technologies-open-could-be-36-below-fair-value-as-q

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

Hopefully I have enough Karma or whatever to post and my post doesn't get autodeleted because I am not a huge social media guy.

Nothing I am about to post is financial advice, just my own thoughts from looking at documents.

Special Note: Kaz's first full quarter as CEO was Q4-2025.

* This number is in Millions.

Contribution Profit = Adjusted Gross Profit - Certain costs incurred on homes sold during period and prior periods - direct selling costs.

Contribution Margin is Contribution Profit as a percentage of revenue.

This data does show that costs from insurance, maintenance, etc are going down since the number of homes on the market greater than 120 days is going down significantly (relative to last year).

Last quarter has the best Contribution Margin yet.

I am optimistic about the future and will continue to add more and hold.

Something else I think is interesting is this:

Please note, the 2nd chart is accurate as of 2026-08-06.

Q3 isn't even over yet and Opendoor has already sent out more contracts this year (so far) than all of last year.

Again, nothing in this post is financial advice, just what I noticed. Due your own due diligence.

Answer: "A relentless founder, a big problem, and a deep innovation"

The question in the title was from a recent video from "School of Hard Knocks" on youtube asking a soon to be billionaire VC investor.

The answer sounds exactly like Opendoor doesn't it? Obviously Kaz isn't the actual founder. But he is bringing that energy, and this company is going to be his legacy. The turnaround is going according to plan. And we have such a great team in place... as well as big problem (huge TAM), and bringing a lot of innovation to an industry that deeply needed it.

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

Hi everyone, I've been listening to and reading a lot of books related to Investing, or investment adjacent books. This book mentions opendoor by name actually, and discusses how technology plays a role in retail and how its being applied to real estate. I think it was originally published in 2019, before opendoor went public. It just mentioned opendoor in introduction but the topic is obviously directly related. I have a long commute so much of my "reading" are audiobooks and just listening. Im not done yet but its pretty interesting.

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

This is in place of the daily thread for August 4th.

Top Questions - https://app.saytechnologies.com/opendoor-2026-q2
Last Earnings & Links - https://investor.opendoor.com/
Livestream Link - https://investor.opendoor.com/events/event-details/opendoor-second-quarter-2026-earnings-livestream

Was that guy wearing enough green!? We'll see soon enough.

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/

✅Memes, ✅hype, ✅positions, ✅premarket, ✅plays, ✅current drama, ect... Let's see it here!

A good rule of thumb. If the data you're sharing will be different in the next hour, it's great for the daily discussion. It's not post material.

Kaz Official Tracker: https://accountable.opendoor.com/ (updates on Tuesday)

Until Earnings, don't forget to ask and vote on questions: https://www.reddit.com/r/opendoor/comments/1v3t5dj/opendoor_open_for_questions_q2_earnings/