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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.

Albemarle

Crocs

Albemarle, Crocs and DoorDash are all seeing increased sell-side activity and that is evident in their charts and price action.

3 Hot Stocks The Institutions Bought In Q1

Lyft

Uber

The resignation of Secretary of Labor Marty Walsh this week has prompted the lobbying group that represents Uber Technologies Inc., DoorDash Inc., Lyft Inc. and other gig companies to call for putting off finalizing a proposed Labor Department rule on worker classification.

Uber, Lyft, DoorDash trade group asks for delay of worker-classification rule after Marty Walsh resignation

DoorDash Inc (NYSE:DASH) stock is indicated higher ahead of today's open in New York after last night's results which proclaimed the takeout and grocery delivery app's “best quarter ever”. On paper, the company lost some US$642mln in the fourth quarter, including dents from layoffs as well as write-offs related to its acquisition of European firm Wolt.

DoorDash stock up as investors overlook losses

DoorDash, Inc. (NYSE:DASH ) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ET Company Participants Andy Hargreaves – Vice President- Finance and Investor Relations Tony Xu – Co-Founder, Chair and Chief Executive Officer Prabir Adarkar – Chief Financial Officer, Incoming President and Chief Operating Officer Ravi Inukonda – Vice President-Finance and Strategy and our Incoming Chief Financial Officer Conference Call Participants Deepak Mathivanan – Wolfe Research Brian Nowak – Morgan Stanley Eric Sheridan – Goldman Sachs Lloyd Walmsley – UBS Michael McGovern – Bank of America Nikhil Devnani – Bernstein Bernie McTernan – Needham Doug Anmuth – JPMorgan Michael Morton – SVB Brian Fitzgerald – Wells Fargo Youssef Squali – Truist Securities Andrew Boone – JMP Securities Steven Fox – Fox Advisors Ron Josey – Citi Brad Erickson – RBC Operator Good afternoon. My name is Emma, and I will be your conference operator today.

DoorDash, Inc. (DASH) Q4 2022 Earnings Call Transcript

Applied Materials

DraftKings

Also, we see quarterly revenue beats this afternoon from AMAT, DASH and DKNG.

Markets Head South on 50 bps Rhetoric from Fed Members

The delivery company's revenue climbed 40% in the latest quarter, as people spent more on food delivery even as prices rose.

DoorDash Sales Rise as Consumer Demand Continues

After the company's solid fourth-quarter results, investors are betting its platform advantages can continue to pay off.

DoorDash Delivers Some Second Helpings

Dash stock jumped late Thursday as the provider of food-delivery services reported quarterly results that beat on revenue but missed on earnings. The post DoorDash Fourth-Quarter Results Beat On Revenue, Miss On Earnings appeared first on Investor's Business Daily.

DoorDash Fourth-Quarter Results Beat On Revenue, Miss On Earnings

DoorDash reported better-than-expected sales for the fourth quarter and gave upbeat guidance for the current period.

DoorDash stock pops after revenue beats, rosy guidance

DoorDash Inc. on Thursday reported a much wider fourth-quarter net loss than expected, though the company beat most other Wall Street estimates, including for revenue, orders and its first-quarter forecast.

DoorDash stock surges on ‘best quarter ever,' despite holiday losses more than doubling expectations

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Inc. (NYSE: DASH) announced financial results today for the full year and quarter ended December 31, 2022. Please visit the DoorDash investor relations website at http://ir.doordash.com to view our financial results and letter to shareholders. A live audio webcast of our earnings release call will be available at http://ir.doordash.com. The call begins Thursday, February 16 at 2:00 PM (PT) / 5:00 PM (ET).

DoorDash Releases Fourth Quarter 2022 Financial Results

Microsoft

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PayPal

Robert Half Int.

Rover Group

Upwork Inc

Although gainful employment may seemingly represent a source of gratitude during a season of layoffs, that might not be the case right now, thus cynically bolstering the narrative for specific stocks to buy. According to a late-Jan. 2023 report by Chicago-based staffing firm LaSalle Network, its survey found that 85% of U.S. workers may consider leaving their jobs in the next six months.

7 Stocks to Buy as Employees Prepare to Quit En Masse

DoorDash Inc (NYSE:DASH) shares are poised ahead of today's quarterly results, due after market close, with the price holding steady after a wave of buys on Wednesday. The food and groceries delivery firm advanced some 11% a day before the results, and, now with a few hours to go investors await volatility.

Is DoorDash set for volatility with share price poised ahead of 4Q results?

Earnings Preview: What To Expect From Doordash Today. Here's a closer look.

Earnings Preview: What To Expect From Doordash Today

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

Why DoorDash (DASH) Might Surprise This Earnings Season

The leading restaurant takeout delivery specialist reports fresh financials on Thursday -- but they could be stale.

The Good, Bad, and Ugly of DoorDash This Week

BJ`s Wholesale Club Holdings Inc

Growth stock and IBD 50 member BJ's Wholesale is near a buy point ahead of the retailer's earnings report. The post BJ's Wholesale Grows Through DoorDash, EBT Offers; BJ Stock Nears Buy Point Ahead Of Earnings appeared first on Investor's Business Daily.

BJ's Wholesale Grows Through DoorDash, EBT Offers; BJ Stock Nears Buy Point Ahead Of Earnings

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: Should You Buy?

Delivery company DoorDash is introducing new features for riders including reduced notifications, a request for customers to not text them while they are on a trip, and messaging promoting one-tap replies. DoorDash is updating its iOS app (for iOS 15 or above) to reduce notifications sent to delivery partners while they are on the way.

DoorDash introduces new safety features for riders including reduced notifications

In the race between aggregators, Uber Eats is prioritizing profitability while DoorDash is eyeing geographic growth. The delivery service may not be able to compete with United States category leader DoorDash's geographic reach, but what it does have is the entire cross-vertical Uber user base at its disposal.

Uber Eats Prioritizes Unit Economics as DoorDash Focuses on Reach

Roku

Roku (ROKU) collaborates with DoorDash, an online food delivery platform, to expand its offerings to viewers, which will get their food delivered at an inexpensive price.

ROKU Partners With DoorDash to Expand Offerings for Users

Nextdoor

Opendoor

DoorDash, Opendoor, and Nextdoor got crushed in 2022, but they've been "door" prizes in 2023.

3 Doors Investors Are Finally Starting to Open in 2023

Today, Roku and DoorDash announced a multi-year partnership in the U.S., Canada and Mexico to give Roku users six months of complimentary DashPass, as well as interactive shoppable ads for DoorDash businesses in the U.S.

Roku partners with DoorDash to give users 6 months of free DashPass and shoppable ads

Roku and DoorDash Partner to Deliver Delight to Roku Users with Free DashPass and Access to On-Demand Delivery from their TVs

Chegg

SAN FRANCISCO--( BUSINESS WIRE )--DoorDash, Inc. (NYSE: DASH) and Chegg (NYSE: CHGG), the leading student-first connected learning platform, today announced a new partnership to offer US Chegg Study Pack subscribers a free DashPass Student membership, including all the perks and benefits that come with it. Starting today, Chegg subscribers can activate their DashPass Student membership and gain access to convenient, affordable on-demand delivery of everything they need from thousands of eligible restaurants, convenience and grocery stores, and other local and national retailers to fuel their study sessions.

News for DoorDash Stock (DASH)