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

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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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Year over year growth in Revenue and Operating Expenses.

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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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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.

CtW is criticizing the food-delivery specialist's dual-class voting structure, which has become increasingly common among modern tech companies.

Investment Group Bashes DoorDash Ahead of Public Debut

Making an overpriced IPO more expensive only creates more downside risk for investors.

DoorDash's New Valuation Is Even More Ridiculous

DoorDash's revenue has grown like crazy in 2020 because of the pandemic, but the business faces longer-term problems because it's expensive for restaurants.

DoorDash takes a hefty cut from restaurants, and risks losing them to cheaper options

CNBC "Mad Money" show host Jim Cramer said Monday he thinks DoorDash has a "terrific story" but investors should be cautious about investing in its stock following its initial public offering. At the end of November, the food delivery company upvalued its IPO by $3 billion, raising the company valuation to $28 billion.

Cramer Gives Blessing To Buy DoorDash Shares, But Says Don't Chase Above This Price

DoorDash is set to go public on Wednesday. For investors looking to buy it, CNBC's Jim Cramer suggest paying no more than $100 per share.

Jim Cramer recommends buy price for DoorDash public debut, says investors 'can't chase' the stock

Airbnb

A novel mechanism aims to avoid pricing offering shares too low.

Airbnb and DoorDash IPOs Will Use a Hybrid Auction

C3.ai

Certara

Pubmatic

The list of upcoming IPOs is starting to perk up. Here's a look at some interesting deals, including a variety of tech operators.

5 Hot Upcoming IPOs to Watch Heading Into 2021

DoorDash's IPO holds no value and the company may never be profitable, according to New Constructs founder and CEO David Trainer. The food delivery start-up upped its IPO price range to $90-$95 a share in a filing on Friday, after initially targeting $75-$85. The new target means DoorDash is now seeking to raise as much as $3.1 billion in its public debut on Tuesday. It could be one of the largest US tech IPOs of the year, though Trainer branded it "the most ridiculous IPO of 2020." The veteran Wall Street analyst said that DoorDash's last private valuation was only $16 billion, and its pre-IPO stage reflects the "overblown fervor of the work-from-home theme." "We think this proposed public equity offering holds no value, $0, beyond bailing out private investors before unsuspecting public investors realize the business is not viable in its current form," he said in an email. Trainer added that the company will need to grow its share of the competitive global food delivery app market to over 56% from roughly 16% over the trailing 12 months to justify its valuation. 

DoorDash is the 'most ridiculous IPO of 2020' and holds no value beyond bailing out private investors, says veteran equities analyst

A group of union-sponsored investors overseeing more than $250 billion has a blunt message for DoorDash as it prepares to go public this week. In a letter to the delivery firm's board of directors Monday, CtW Investment Group said that DoorDash's past pocketing of tips meant for workers and a dual-class stock structure that gives public investors little say makes the company "unready for public markets."

An investor group says DoorDash's past tipping problems and dual-class stock structure make it 'unready for public markets' (DASH)

The AZEK Company

Generation Bio

Vaxcyte

Avidity Biosciences

Vroom

The unicorn IPO parade is set to begin in the week ahead, with DoorDash and Airbnb leading the way. A total of six IPOs and two SPACs are scheduled to raise $7.2 billion.

U.S. IPO Week Ahead: DoorDash And Airbnb Kick Off The Unicorn Parade In A 6 IPO Week

The food delivery leader's growth rates look impressive, but mainly because the COVID-19 crisis is generating unsustainable tailwinds.

The 3 Biggest Risks for DoorDash's Upcoming IPO

Throughout the majority of this year, the tech, online retail, and food delivery sectors saw an explosion in popularity as the pandemic ravaged the country.

Watch Out for This Outperforming GRUB Rival

Food delivery company DoorDash has released additional IPO details which states that the company is aiming for a valuation of $32 billion. DoorDash has grown a great deal due to the pandemic, and not all of this growth will go away even as virus fears decline in the months to come.

DoorDash's IPO: Short-Term Growth, Long-Term Questions

DoorDash filed a fresh S-1/A, providing the market with a new price range for its impending IPO. The American food delivery unicorn now expects to debut at $90 to $95 per share, up from a previous range of $75 to $85.

DoorDash amps its IPO range ahead of blockbuster IPO

We think DoorDash's current investors and bankers recognize that the window of opportunity to IPO this terrible business closes quickly when the threat of COVID-driven lockdowns no longer drives growth. At a valuation of $25.4 billion, DoorDash earns our Unattractive rating and would be the most ridiculous IPO of 2020.

DoorDash: The Most Ridiculous IPO Of 2020

DoorDash plans to raise as much as $3.13 billion in its much-anticipated stock market debut this month, according to an SEC filing released Friday. The food delivery company plans to sell 33 million shares between $90 and $95 per share. Its pricing range was lifted from a prior target of between $75 and $85 per share. At the top end of the IPO price range, the company's market capitalization would be around $30 billion. 

News for DoorDash Stock (DASH)