What move does the options market price into Opendoor Technologies's report?

Implied ±10.7%, either direction.

OPENNasdaqReal Estate Agents & Managers (For Others)

Opendoor Technologies Inc. (OPEN) earnings date, market-implied expected move, and options open interest by expiry

1.98

+0.24 · +13.51%

post 1.97 −0.25%

Closed19:52 ET

Open1.77Volume28.8MMkt cap$1.7BEPS-1.89

Day1.77 – 2.0474%52-wk1.73 – 9.463%

OPEN

Opendoor Technologies Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±10.7%implied · report alone

1.772.19

straddle ±11.8%

spot 1.98exp Nov 6ATM strike 2ATM straddle 0.28IV 234%

Nov 4 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

after close · in 1 day

est.Q3 FY26

Calendar

Next report

Last report

−8.74%

vs ±12.0% implied · ×0.73

shaded = implied · ▲▼ = realized

Aug 4 '26 · confirmed

Implied vs realized

Linked news

3hZ · supplierZillow posts quarterly net loss of $158 million on revenue of $724 million

News

Largest filed tie

13F top-10 QoQ

+31.27%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

398 managers

Top fund weight

0.18%

OPEN weight · VNQ

N-PORTJul 31 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Opendoor Technologies (OPEN) is expected to report on Nov 5 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 4 '26confirmed±12.0%▼−8.74%×0.73

quarterimplied−15%0+15%realized×

Q2 FY26±12.0%▼−8.74%×0.73

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 8 expiries · Nov 3 close

0.18OI · 8 expiries · Nov 3 closeP/C open interest · Nov 6 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

4,632+42%Nov 62d26,009+120%

6,998+14%Nov 139d0.6910,161+42%0.69

14,995−1%Nov 2016d0.11130,474+1%0.11

2,933+2%Nov 2723d1.302,248+53%1.30

78—Dec 430d0.08929—0.08

3 later expiries

6,551+2%Dec 1844d0.1158,077+9%0.11

76,398−2%Jan 1572d0.15

ExpiryPutsCallsP/C

Nov 62d4,632+42%26,009+120%0.18

Nov 139d6,998+14%10,161+42%0.69

Nov 2016d14,995−1%130,474+1%0.11

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±11.8%

Funds 4

VNQ±0.0%

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

−18.35%as filednet margin · revenue +22.64% QoQ · −43.65% YoY

Revenue$883M+22.64%

Gross profit$86M9.74%+19.44%

Operating income−$144M−16.31%+9.43%

Pre-tax income−$162M+6.36%

Net income−$162M−18.35%+6.36%

Cost of revenue$797M+22.99%

Operating expenses$230M−0.43%

Tax$0—

Other expense−$18M−28.57%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 19:45 ET

Intraday

Event sensitivity

FOMC ×1.24· ±5.9% vs ±4.7% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±5.9%11 of 24×1.24

NFPjobs report±4.3%6 of 10×0.91

PCEpersonal income & outlays±4.1%7 of 19×0.87

CPROFcorporate profits±4.0%6 of 12×0.85

GDPgross domestic product±3.7%10 of 19×0.78

PPIproducer prices±3.7%4 of 10×0.78

CPIconsumer prices±2.4%6 of 10×0.50

Bar = avg |move| to ±6% · tick = ±4.7% avg day · ×base = |move| ÷ ±4.7% · min 6 releases

Earnings history

EPS -0.17 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 4 '26 · confirmed	-0.17	—
Q1 FY26	—	-0.18	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod