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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

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Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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DoorDash

Caviar is a startup that delivers meals from high-end restaurants. Caviar uses a fleet of couriers to provide delivery for popular restaurants who do not otherwise deliver. Caviar is currently available in 18 markets in the U.S. Users can order via the company's iOS or Android app, or on Caviar's website. In 2018, Caviar takes a step into corporate catering by acquiring Zesty, a San Francisco based catering platform.

Caviar

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

DoorDash excels in Q4 2022, eyes growth through innovation

DoorDash's Q4 2022 performance reflects strong growth in non-restaurant categories and DashPass membership, supported by strategic investments and operational efficiencies.
The company's strengths lie in its strategic focus on sustainable growth, innovation through AI, and proactive exploration of new verticals to enhance customer experience.
Challenges include regulatory impacts, short-term growth rate uncertainties, and the need to balance expenses for long-term leverage.
Opportunities for DoorDash include expanding customer base, exploring new verticals like item-based shopping, and leveraging logistics expertise for further growth and differentiation.

DoorDash reports strong Q1 performance, eyes ad business growth

DoorDash's Q1 2023 performance reflects strong consumer engagement and spending, driven by product quality improvements and strategic investments in new verticals.
The company faces challenges in balancing AI productivity with customer expectations, managing sales and marketing expenses, and ensuring consistent growth across categories.
Opportunities lie in leveraging the ad business for profitability, expanding into new markets like Europe, enhancing merchant relationships, and optimizing AI for operational efficiency.
Overall, DoorDash's focus on innovation, user experience, and market expansion positions it for continued growth and success in the competitive food delivery industry.

DoorDash accelerates growth in Q2, eyes profitability and user expansion

DoorDash's Q2 performance showcased accelerated growth, strong user metrics, and positive guidance for future profitability and margin expansion.
The company's strengths lie in effective problem-solving, customer retention, and strategic acquisitions, while facing challenges in managing acquisition costs and balancing growth across different verticals.
Opportunities for DoorDash include further user growth, expanding into non-restaurant categories, and enhancing DashPass offerings to drive continued profitability and market leadership.

DoorDash reports strong Q3 performance, focuses on efficiency and growth

DoorDash's Q3 performance showcased strong operating leverage and growth in post-COVID cohorts.
The company's focus on solving customer problems efficiently and improving advertising incrementality are key strengths.
Challenges include the need for further advertising product development and regulatory considerations.
Opportunities lie in marketplace acceleration, grocery business growth, and building the correct product efficiently.

DoorDash reports strong Q4 growth, faces regulatory challenges

DoorDash's Q4 2023 performance showcased strong growth and focus on user satisfaction and efficiency gains.
The company faces challenges in regulatory environments and balancing growth strategies with profitability.
Opportunities lie in expanding grocery market initiatives, international investments, and maximizing partner value.

DoorDash reports strong Q1 performance amidst regulatory challenges and growth opportunities

DoorDash's Q1 performance reflects positive unit economics in new verticals and growth in ad business, despite regulatory challenges and a slight deceleration in core U.S. restaurant business.
The company's strengths lie in its Dasher network efficiency, strategic investments in new verticals, and commitment to product enhancements and customer satisfaction.
Challenges include regulatory impacts, market saturation concerns, and macroeconomic factors, while opportunities exist in new market segments, digital adoption, and customer-centric strategies.

DoorDash reports robust Q2 performance amidst regulatory challenges and growth opportunities

DoorDash's Q2 2024 performance reflects strong consumer demand, growth in new customer acquisition, and focus on efficiency and retention.
The company faces challenges in regulatory impacts, maintaining affordability, and balancing marketplace health with monetization.
Opportunities for DoorDash include further enhancing efficiency, capitalizing on adtech success, and expanding globally while focusing on customer-centric strategies.
Overall, DoorDash's strategic focus on growth, efficiency, and customer satisfaction positions it well for continued success and market leadership.

DoorDash reports robust Q3 performance with strategic growth initiatives

DoorDash's Q3 2024 performance was marked by strong revenue growth, strategic partnerships, and positive customer feedback.
While facing challenges in autonomous delivery and cost management, DoorDash is well-positioned to capitalize on growth opportunities.
The company's focus on local commerce, customer loyalty, and market positioning are key strengths driving future success.

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DoorDash is going public. Read about how the founders went from idea to IPO in the Public app.

Four Stanford students were building an app for small businesses. They interviewed the owner of a macaroon shop, who said she had no one to deliver her baked goods for her. Their collective light bulb went off — the students scrapped the app they were working on, and DoorDash was born. 

Well actually, it starts out as PaloAltoDelivery.com, and the site displays menus from local restaurants, along with the students' personal cell phone numbers. Within a few hours, the first user orders prawn pad thai and spring rolls from a nearby Thai restaurant. 

The company makes its first delivery on Jan. 12, 2013. It starts out by making deliveries on the Stanford campus. 

Two months after making its first delivery, it raises $120,000 in funding from Y Combinator. In June, the company changes its name to DoorDash. And in October, it raises $2.4 million from investors.

DoorDash raises $17.3 million in a Series A round led by Sequoia Capital. Sequoia's Alfrid Lin also joins the company's board of directors. 

DoorDash expands operations to Los Angeles, opening DoorDash LA. 

DoorDash raises $40 million in a Series B led by Kleiner Perkins. This round values the company at $600 million.

DoorDash is sued by In-N-Out for trademark infringement and unfair competition. The very next day, DoorDash partners with KFC. The In-N-Out lawsuit is dismissed, but DoorDash agrees to stop delivering from its locations. 

For the first time, DoorDash expands beyond the U.S., and launches in Toronto.

DoorDash begins delivering alcohol in Southern California, in a partnership with Anheuser-Bush.

DoorDash partners with Starship Technologies to test delivery robots.

DoorDash partners with Walmart to deliver groceries. 

The company partners with e-commerce platform Mercato to reach independent grocers and specialty stores.

DoorDash acquires Scotty Lab, a startup that develops self-driving and remote-controlled vehicles. 

The company opens its first ghost kitchen, DoorDash Kitchen, to enable chefs to make delivery meals in commercial-grade kitchens.

Because of COVID-19, DoorDash's revenue accelerates — increasing 226% in Q3 2020 compared to the same quarter a year ago. 

Today, DoorDash has over 390,000 merchants, 18M consumers, and 1M Dashers across the globe. The company raised $2.5 billion before its IPO.

Block

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Why Block and DoorDash Bounced Back Friday Morning

DoorDash posted an earnings beat and appeared undaunted by problems facing some of its peers.

DoorDash Jumps After Winning the Beauty Contest for Delivery Services

DoorDash sales soared in the first quarter as the company added more customers. But the company's loss widened to $167 million.

DoorDash's sales soar, costs grow, shares rise

DoorDash, Inc. (NYSE:DASH ) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Andy Hargreaves - VP, IR Tony Xu - Co-Founder, Chair and CEO Prabir Adarkar - CFO Conference Call Participants Ross Sandler - Barclays Youssef Squali - Truist Securities Steven Fox - Fox Advisors Lloyd Walmsley - UBS Doug Anmuth - JPMorgan Michael McGovern - Bank of America Deepak Mathivanan - Wolfe Brian Nowak - Morgan Stanley Ronald Josey - Citi Andrew Boone - JMP Securities Eric Sheridan - Goldman Sachs Mark Mahaney - Evercore ISI Brian Fitzgerald - Wells Fargo Andy Hargreaves Good afternoon and thanks for joining us for our First Quarter 2022 Earnings Call. I'm pleased to be joined today by Co-Founder, Chair and CEO, Tony Xu; and CFO, Prabir Adarkar.

DoorDash, Inc. (DASH) CEO Tony Xu on Q1 2022 Results - Earnings Call Transcript

DoorDash continues to dominate food and convenience delivery. Despite major investments in expanding the business into categories like grocery and alcohol, as well as into new countries, the third-party delivery app's revenue continued to grow as it posted all-time highs in marketplace gross order value (GOV), monthly active users (MAUs), average order frequency and users of DashPass, its delivery subscription offering.

DoorDash is still dominating the food delivery wars

DoorDash, which went public amid a pandemic-fueled delivery craze in late 2020, said its business continues to boom even as people increasingly return to their lives outside the home.

DoorDash's business continues to boom two years into the pandemic

DoorDash reported a significantly slower rate of revenue growth than it did in the same quarter in 2021, when net sales nearly tripled.

DoorDash rises after reporting 35% sales growth

DoorDash Inc (NYSE: DASH) shares are trading higher in Thursday's after-hours session after the company reported financial results. DoorDash said first-quarter revenue increased 35% year-over-year to $1.46 billion, which beat the $1.37 billion estimate, according to data from Benzinga Pro.

Why DoorDash Shares Are Rising After Hours

DoorDash Inc raised its full-year forecast for a key industry metric on Thursday, saying it has largely skirted labor woes that have plagued most sectors to ensure seamless delivery of food and groceries.

DoorDash raises 2022 core growth target; eases driver shortage concern

DoorDash Inc. said Thursday that its business continues to grow, with total orders for the first quarter increasing 23% year over year to top 400 million for the first time, leading to a beat on revenue but larger losses than expected.

DoorDash orders hit record high, leading to revenue beat

SAN FRANCISCO , May 5, 2022 /PRNewswire/ -- DoorDash Inc. (NYSE: DASH) announced financial results today for the quarter ended March 31, 2022. Please visit the DoorDash investor relations website at http://ir.doordash.com to view our financial results and letter to shareholders.

DoorDash Releases First Quarter 2022 Financial Results

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MercadoLibre

Consumer-facing app companies with high valuations plunged ahead of the release of the Federal Reserve minutes.

Why Block, MercadoLibre, and DoorDash Were Plunging Today

DoorDash (DASH) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for DoorDash (DASH)

Uber

As the two biggest app-based delivery platforms in the U.S. report earnings this week, investors are still looking for the answer to a question they've asked throughout the COVID-19 pandemic: How will food delivery fare once there are no more lockdowns or restrictions?

Earnings Outlook: Food delivery is now a $150 billion business, but uncertainty and lack of profit continue to loom

DoorDash is continuing its play for on-premise restaurant sales, this time with the opening of a food hall in New York City. The Downtown Brooklyn location, part of the restaurant aggregator's DoorDash Kitchens initiative, offers foods from five restaurant brands both local and national, the company announced Monday (May 2).

DoorDash Kitchens Opens Dine-in Food Hall in Brooklyn

When we last checked in with DoorDash, Inc. (NYSE:DASH), the food delivery app was in the midst of a post-earnings bull gap.

DoorDash Stock Hoping For More Post-Earnings Magic

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DoorDash announced today that it's expanding its gas rewards program for delivery people on its platform. The program enables delivery people using their DasherDirect card to receive 10% cash back on their gas purchases, anywhere in the United States.

DoorDash extends gas rewards program for delivery people on its platform through August

DoorDash, Inc. (DASH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DoorDash, Inc. (DASH) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

DASH stock received a strong vote of confidence from Morgan Stanley, which initiated coverage on the stock with a Buy rating. The post Analyst Upgrades Highlight DoorDash's Comeback Potential appeared first on InvestorPlace.

Analyst Upgrades Highlight DoorDash's Comeback Potential

DASH stock could surge or fall depending on several factors in its earnings, including free cash flow and earnings per share. The post Watch for Volatility in DoorDash After It Reports Earnings May 5 appeared first on InvestorPlace.

Watch for Volatility in DoorDash After It Reports Earnings May 5

This 2020 IPO Raised $3.4 Billion and Its Stock Soared 151% in a Year

How DoorDash Is Winning the Race to Scale Food Delivery

DoorDash is generating rapid growth, while its profitability is quickly improving. DASH stock could also get a huge lift from the company's initiatives.

News for DoorDash Stock (DASH)