Opendoor Technologies Inc在年初曾成为备受追捧的热门股票,然而在周五发布令人失望的季度财报后,其股价大幅下跌。
本公司在10月3日的《华尔街日报》“街头观察”专栏中被提及,指出其商业模式存在一个关键问题:房产翻转业务的经济效益并不具备规模效应。买入和转售房屋既需大量人力,也需要资本投入。Opendoor及其他房产翻转公司一直在苦于如何使收入增速超过成本。
这一问题在Opendoor的季度财报中显而易见。Opendoor表示,上一季度其售出的房屋数量是购买数量的两倍多,以清除旧库存。其收入为9.15亿美元,同比下降34%;净亏损则扩大15%,达到了9000万美元。
Opendoor表示,计划在2026年底之前实现“调整后净收入持平”。但其中的关键字是“调整后”,这表明Opendoor在使用标准指标时将无法盈利。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.