Total Orders

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

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Margins

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

Sales and marketing

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

Outstanding Shares

Market Cap

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

Revenue Multiple

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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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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Free cash flow

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.

DoorDash, Inc. (DASH) CEO Tony Xu on Q4 2020 Results - Earnings Call Transcript

Airbnb

Airbnb Inc. and DoorDash Inc. went public near one another late in 2020, then took to the earnings stage for the first time as a pair Thursday to report similar gigantic quarterly losses.

MarketWatch First Take: Airbnb and DoorDash offer Wall Street differing post-pandemic futures as stocks head in different directions

In its first earnings release since going public, DoorDash reported $970 million for its fourth quarter on Thursday (Feb. 25), a 226 percent increase from the company's $298 million in 2019. However, despite this dramatic revenue growth, the company's losses also increased more than twofold from $134 million in Q4 2019 to $312 million in […]

Post IPO, DoorDash Revenue Soars 226 Pct, But So Do Losses

Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.

Airbnb and DoorDash went public at the same time but see very different paths post-pandemic

In its first official earnings announcement since it went public in December, DoorDash (NYSE: DASH) reported new quarterly records for total orders, adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), and market share. But its quarterly loss more than doubled over Q4 2019.

In first earnings as public company, DoorDash beats revenue forecasts

DoorDash Inc., the food-delivery app whose pandemic-fueled boom helped it pull off one of 2020's biggest IPOs, said in its first earnings report since going public that its revenue more than tripled in the fourth quarter, but its net loss more than doubled.

Earnings Results: DoorDash shares sink as revenue more than triples but loss more than doubles

DoorDash started trading on the New York Stock Exchange in December.

Doordash loses $312 million in first quarter after IPO, more than double from last year's loss

Food delivery company DoorDash Inc on Thursday reported an over three-fold rise in quarterly revenue in its first results as a public company.

DoorDash revenue jumps in first quarterly results since IPO

SAN FRANCISCO, Feb. 25, 2021 /PRNewswire/ -- DoorDash Inc. (NYSE: DASH) announced financial results today for the full year and quarter ended December 31, 2020. Please visit the DoorDash investor relations website at http://ir.doordash.com to view the fourth quarter 2020 letter to shareholders.

DoorDash Releases Fourth Quarter 2020 Financial Results

It's been quite the year for third-party delivery companies, with consumers' mass adoption of off-premises ordering posing an unprecedented opportunity. Yet, as some of these delivery services saw strong growth during lockdown, others struggled to turn a profit in the face of the narrow margins of the business model.

Will DoorDash's New Initiatives Be Enough In The Post-Pandemic Future?

DoorDash Inc. rode its pandemic-powered gains to one of the biggest IPOs of 2020, but investors will now want to see signs it can sustain that momentum.

DoorDash earnings: How long will the delivery boom continue?

SAN FRANCISCO, Feb. 23, 2021 /PRNewswire/ -- DoorDash today announced its Main Street Strong Accelerator, an initiative providing financial support and specialized educational resources to women-, immigrant- and people of color-owned businesses, which have been disproportionately impacted...

DoorDash Announces Main Street Strong Accelerator, A New Program and $2M Fund to Support Women-, Immigrant-, and BIPOC-Owned Businesses

DoorDash's Main Street Strong Accelerator provides financial support and specialized educational resources specifically to women-, immigrant- and people of color-owned businesses that have been disproportionally impacted by the COVID-19 pandemic.

DoorDash Establishes Grant Program For Women- And BIPOC-Owned Restaurants Disproportionately Affected By COVID

Uber

Coatue Management recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.

Philippe Laffont's Firm Buys DoorDash, Adds to Uber

The third-party delivery company may face some tough times in the near future.

Why DoorDash Is Dashing Hopes With a 14% Drop Today

Bilibili

Capital One

Carvana

DexCom

PayPal

Snap

Fidelity National Information

Farfetch

Lone Pine Capital, the hedge fund founded by Steve Mandel (Trades, Portfolio) in 1997, disclosed its fourth-quarter 2020 portfolio last week.

Steve Mandel's Lone Pine Reports 4th-Quarter Portfolio

DraftKings

Home Depot

NVIDIA

Best Buy

Salesforce

Medtronic

Moderna

Nikola

Palo Alto Networks

Block

Here, 24/7 Wall St. has put together a preview of a few of the most anticipated quarterly reports due this week.

Airbnb, DoorDash, DraftKings, Home Depot, Nvidia and More Major Earnings Coming This Week

McDonald's

McDonald's is the established leader, and DoorDash is the hot IPO. One is the better buy.

Better Buy: McDonald's vs. DoorDash

Food delivery startup DoorDash stock has rallied by around 45% since the beginning of 2021 and currently trades at levels of about $200 per share. So what drove the big rally in the stock?

DoorDash Stock Looks Overvalued After A 45% Rally This Year

DoorDash stock is just way too expensive compared to its more diversified competitor.

Forget DoorDash, Buy Uber Instead

The stock has started to attract attention from institutional investors.

Why DoorDash Stock Spiked Higher Today

With DASH stock jumping higher on irrational enthusiasm, it's a brilliant time to consider exiting this pricey name into strength. The post It's Time to Order Profits Off the Table From DoorDash appeared first on InvestorPlace.

It's Time to Order Profits Off the Table From DoorDash

Third party restaurant and food delivery platform DoorDash Inc (NYSE: DASH) is working with Cellex, a point-of-care testing company, to offer 1,150 COVID-19 testing kits to independent merchants on the platform with three or fewer locations.  What Happened: DoorDash's motivation to partner with Cellex stems from conversations with partners on its platform, the company said in a Wednesday blog post.

DoorDash Partners With Cellex, Will Offer Discounted COVID-19 Tests To Small Restaurants

General Motors

Sysco

Tesla

With social media-driven trading mobs driving stocks like GameStop to dizzying heights, we're proposing investors focus more on stocks with quality fundamentals. “Micro bubbles” are groups of stocks with extraordinary risk compared to other stocks within the overall market.

Micro Bubbles: Winners And Losers

DoorDash (NYSE: DASH) stock price has soared nearly 18% in the past two days after the company agreed to acquire the robotics startup Chowbotics, known for its salad-making robot, Sally.  Fundamental analysis: Investing in consumer access Chowbotics is a startup that launched in 2014 and has secured about $21 million in funding to date, including […] The post DoorDash stock price gains over 18% after acquiring salad-making robotics company Chowbotics appeared first on Invezz.

News for DoorDash Stock (DASH)