OP

Opendoor Technologies Inc. stock research

Mar 31, 2025

FY2025 Q1

Opendoor Technologies (OPEN) Gross Margin — Quarter Ended Mar 31, 2025

Revenue and gross profit increased from the prior quarter, while cost of revenue also rose, leading to an improved gross margin. Compared to the same quarter last year, revenue was similar, but gross profit was lower, resulting in a weakened gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue and gross profit increased from the prior quarter, while cost of revenue also rose, leading to an improved gross margin. Compared to the same quarter last year, revenue was similar, but gross profit was lower, resulting in a weakened gross margin.

  • The strongest observable margin driver is the sequential increase in gross profit relative to revenue, which supported a higher gross margin.
  • Compared to the prior quarter, gross margin improved. Compared to the same quarter one year ago, gross margin weakened.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

8.6%

Gross profit

$99.0M

Revenue

$1.2B

Cost of revenue

$1.1B

Quarter-over-quarter change

+0.7 pts

Year-over-year change

-1.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$1.5B$129.0M$1.4B8.5%
Sep 30, 2024$1.4B$105.0M$1.3B7.6%
Dec 31, 2024$1.1B$85.0M$999.0M7.8%
Mar 31, 2025$1.2B$99.0M$1.1B8.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

+0.7 pts

Year-over-year change

Mar 31, 2024

-1.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the sequential increase in gross profit relative to revenue, which supported a higher gross margin.

Compared to the prior quarter, gross margin improved. Compared to the same quarter one year ago, gross margin weakened.

Monitor the impact of seasonal trends and macroeconomic conditions on gross margin, as referenced in the company's filing.