Software
All coverage →LATEST REPORTS
Public Company Reports
LATEST 4
Fastly (NASDAQ: FSLY): Edge Platform Reaches an Inflection Point
Fastly · FSLYRead report →
PagerDuty (NYSE: PD): Becoming the AI Control Plane for Enterprise Operations
PagerDuty · PDRead report →
Opendoor Technologies (NASDAQ: OPEN): CEO Signals an AI-Native Refounding of the Home Transaction Platform
Opendoor Technologies · OPENRead report →Private Company Reports
LATEST 0No private reports in this selection yet.
The CEO Signal
IN THEIR OWN WORDS
News Signals
All news →Opendoor Technologies: Opendoor to Present at JP Morgan’s 2026 Global Technology, Media and Communications Conference
Why it matters Management is taking the turnaround story to institutional investors. Signal: Opendoor wants to be understood as a technology and AI operating story, not just a housing macro trade.
Read the signal →Opendoor Technologies: Q1 2026 Open House: October Was Just The Start – Cohort After Cohort Beating On Margin & Resale Velocity While Acquisitions Accelerate
Why it matters This is the most important recent release. It argues that Opendoor 2.0 is repeatable across cohorts, with stronger margins, faster turns and accelerating acquisitions. Signal: management is trying to prove the new model works beyond one favorable month.
Read the signal →Opendoor Technologies: Opendoor 1Q26 Financial Open House on May 7th, 2026
Why it matters Opendoor continued its Financial Open House format with livestream and shareholder Q&A. Signal: management is deliberately building in public and trying to reset investor trust through transparency.
Read the signal →CEO Interviews
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