Total Orders

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Sales and marketing

Research and development

General and administrative

Depreciation and amortization

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

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.

FLINT, Mich. , Aug. 20, 2024 /PRNewswire/ -- In anticipation of Hunger Action Month, the Food Bank Council of Michigan, partner organizations including the Food Bank of Eastern Michigan, State Rep.

FOOD BANK COUNCIL OF MICHIGAN, FOOD BANK OF EASTERN MICHIGAN, STATE REP. MARTUS, AND DOORDASH CELEBRATE MORE THAN 1 MILLION MEALS DELIVERED IN MICHIGAN

Nationwide Search Begins for Student Sleep Ambassadors to Promote Healthy Habits on Campus HOUSTON , Aug. 20, 2024 /PRNewswire/ --  Mattress Firm , the nation's largest mattress specialty retailer, and DoorDash , the local commerce platform, today announced an exclusive partnership unlocking the magic of same-day delivery for leading sleep products from Mattress Firm's 2,300+ locations across the country. This collaboration arrives just in time for college back-to-school season, allowing students and parents to easily purchase mattresses, bedding, and sleep accessories through DoorDash —the perfect fix for outfitting dorm rooms and apartments.

From All-Nighters to All-Righters: Mattress Firm Partners with DoorDash to Deliver Better Sleep to College Students

DoorDash's DashPass membership program now includes offers from Warner Bros. Discovery's Max streaming service.

DoorDash Adds Max Streaming Service to DashPass Membership Program

DoorDash on Tuesday said it had partnered with Warner Bros Discovery's Max to provide the streaming service at no extra cost to its membership program subscribers in the United States.

DoorDash to offer Max streaming to members in the US as competition intensifies

SAN FRANCISCO & BURBANK, Calif.--(BUSINESS WIRE)--DoorDash (Nasdaq: DASH), the premier local commerce platform, today announced a partnership with Max, Warner Bros. Discovery's streaming service that brings together exclusive original series, blockbuster movies and documentaries as well as a library of beloved TV from leading brands like HBO, Warner Bros., A24, Adult Swim, ID and the DC Universe. Starting today, Max With Ads is now included with a DashPass Annual Plan membership in the U.S. at.

DoorDash Partners with Max to Introduce First-Ever Streaming Benefit for DashPass Members in the U.S.

The DoorDash (DASH) stock price has staged a strong recovery this month after the company published strong financial results and upped its forward guidance. It jumped to a high of $126.36, its highest point since April 25th of this year.

DoorDash stock price analysis and the $51 billion question

Uber

CNBC's Jim Cramer on Thursday told investors food delivery isn't a habit consumers want to break, even as they feel the weight of inflation. He looked at the recent successful quarters from DoorDash, Uber and Instacart-parent Maplebear, saying people seem more willing to spend on these services than other luxuries.

Cramer explains why food delivery stocks are doing well even as consumers rebel against inflation

I'm reiterating my buy rating on Dash after its 2Q24 report and confirm my belief that the company is now in its next leg of growth. In my opinion, Dash will continue seeing strong momentum in its grocery offering and I expect it to further improve the top-line in the near term. Management's focus is on 1. Introducing new merchants to the U.S. marketplace in the grocery, beauty, home, etc and 2. Expanding International markets, which should pay off big time in FY24.

DoorDash Delivers: Earnings Review - Reiterating A Buy

Investors are now worried about the market crashing, with the U.S. 10-year treasury bond finally breaking below a 4% yield for the first time since the Federal Reserve (the Fed) started hiking interest rates to combat inflation and a red-hot economy. The S&P 500 is trading lower by up to 1.5% as weak economic data starts coming in for August.

Market Crash? No Problem for DoorDash Stock's Impressive Earnings

Marketplace GOV for Q2 2024 exceeded management's guidance, hitting $19.7 billion. Revenue increased 23% year-over-year, totaling $2.6 billion.

DoorDash: Strong Revenue, Ongoing Losses

DoorDash's (DASH) second-quarter 2024 results reflect strength in total orders and Marketplace GOV.

DoorDash (DASH) Reports Q2 Loss, Beats Revenue Estimates

As consumers look to cut costs amid ongoing financial pressures, DoorDash is seeing that digital ordering is largely protected from the traffic declines experienced across other channels in the restaurant industry. The San Francisco-based restaurant aggregator shared Thursday (Aug.

DoorDash Sees Digital Orders Surge Despite Industry Headwinds

Analysts predict more gains for the shares.

DoorDash Stock Pops After Earnings. It's More Than a Food Delivery Company.

DoorDash, Inc. DASH reported better-than-expected second-quarter revenue results on Thursday.

DoorDash Analysts Boost Their Forecasts After Strong Sales

DoorDash rallied sharply after posting Q2 results, owing to tremendous order strength as well as margin leverage. The company has vastly expanded its order categories, ranging from groceries to alcohol and sporting goods. Non-food orders are representing a greater percentage of new users. The company is also seeing record additions of DashPass memberships, and is also generating more revenue from advertising, boosting its margin profile.

DoorDash: This Is The Beginning Of A Long Rally

AGCO

Corsair Gaming

AGCO, CRSR and DASH have been added to the Zacks Rank #5 (Strong Sell) List on August 2, 2024.

New Strong Sell Stocks for August 2nd

DoorDash said Thursday that it set records for orders and revenue in the second quarter, growth that came despite slowing U.S. restaurant traffic.

DoorDash sees record orders and revenue in second quarter even as US restaurant traffic slows

DoorDash, Inc. (NASDAQ:DASH ) Q2 2024 Earnings Conference Call August 1, 2024 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Nikhil Devnani - Bernstein Ross Sandler - Barclays Michael Morton - MoffettNathanson Andrew Boone - JMP Securities Brad Erickson - RBC Capital Markets Bernie McTernan - Needham Michael McGovern - Bank of America Ron Josey - Citi Lee Horowitz - Deutsche Bank Shweta Khajuria - Wolfe Research John Colantuoni - Jefferies Mark Zgutowicz - The Benchmark Company Operator Thank you for standing by. My name is John, and I'll be your conference operator for today.

DoorDash, Inc. (DASH) Q2 2024 Earnings Call Transcript

DoorDash, Inc. (DASH) came out with a quarterly loss of $0.38 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.44 per share a year ago.

DoorDash, Inc. (DASH) Reports Q2 Loss, Tops Revenue Estimates

DoorDash shares popped in extended trading Thursday after the company released second-quarter results that beat Wall Street's revenue expectations. The company's revenue increased 23% to $2.63 billion.

DoorDash shares pop 13% on second-quarter revenue beat

DoorDash Inc.'s third-quarter forecast for a key demand metric on Thursday came in above Wall Street's expectations, but the delivery app lost more than expected during the second quarter, as it invests in expanding what — and where — it delivers.

DoorDash loses more than expected in Q2. But shares are rallying, and it plans to keep investing in expansion.

DoorDash forecast third-quarter core profit above expectations and surpassed revenue estimates for the June quarter on Thursday, as more customers used its online delivery platform to order food and grocery items, sending its shares up about 15% in extended trading.

DoorDash projects upbeat Q3 core profit as online ordering stays resilient

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended June 30, 2024. In Q2 2024, we set new quarterly records for Total Orders, Marketplace GOV, and revenue with year-over-year (Y/Y) growth in revenue that exceeded Y/Y growth in Marketplace GOV for the tenth consecutive quarter. Our aim is to build a large and durable business by building services that expand the potential of local commerce. Our core competencies in that pursui.

DoorDash Releases Second Quarter 2024 Financial Results

WILMINGTON, Del. & SAN FRANCISCO--(BUSINESS WIRE)--Chase and DoorDash Announce Expansion of Partnership to Include New Grocery Benefits for Chase Sapphire and Other Consumer Branded Cards.

Chase and DoorDash Announce Expansion of Partnership to Include New Grocery Benefits for Chase Sapphire and Other Consumer Branded Cards

The two organizations team up to provide local Meals on Wheels programs with a cost-effective, convenient delivery alternative to ensure homebound older adults always receive the nutritious meals they need  ARLINGTON, Va. , July 30, 2024 /PRNewswire/ -- Meals on Wheels America, the national leadership organization supporting community-based programs dedicated to addressing senior hunger and isolation, today announces its multi-faceted national partnership with DoorDash, the local commerce platform, designed to support the delivery efforts of the Meals on Wheels network.

News for DoorDash Stock (DASH)