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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.

The food delivery company reported a wider-than-expected net loss in the second quarter, and said it expects a decline in new customer acquisition rates in the third quarter.

DoorDash Reports Loss, Sending Shares Down

Airbnb

Both companies were heavily impacted by the onset of COVID-19: Airbnb saw its revenues collapse in 2020, while DoorDash managed a simply incredible 2020 as folks stayed home and ordered in.

Airbnb, DoorDash report earnings as COVID threatens to slow the IRL economy (again)

DoorDash Inc. on Thursday said its gross order volume and total orders hit new records in the second quarter as demand for delivery remained strong even as in-restaurant dining resumed, though it swung to a loss.

Earnings Results: DoorDash reports record Q2 sales but swings to a loss

Food-delivery firm DoorDash Inc's (DASH.N) loss widened more than expected in the second quarter as the U.S. upstart spent heavily to expand internationally and into a crowded market for grocery during the pandemic.

DoorDash plunges into loss on pricey grocery expansion

SAN FRANCISCO, Aug. 12, 2021 /PRNewswire/ -- DoorDash Inc. (NYSE: DASH) announced financial results today for the quarter ended June 30, 2021. Please visit the DoorDash investor relations website at http://ir.doordash.com to view our financial results and letter to shareholders.

DoorDash Releases Second Quarter 2021 Financial Results

U.S. food delivery firm DoorDash Inc held talks over the past two months to buy grocery delivery company Instacart for a likely price of between $40 billion and $50 billion, The Information reported on Wednesday, citing people familiar with the situation.

DoorDash held talks to buy Instacart- The Information

Trading volumes indicate that traders have been increasing the number of purchased call options in anticipation of a favorable earnings report.

DoorDash (DASH) Option Traders Bet on Earnings Repeat

A month after poaching Facebook's Fidji Simo as its new CEO, Instacart has brought in another high-ranking Facebook executive as its president. On Wednesday, the online grocery-delivery company said Carolyn Everson, formerly the head of ad sales at Facebook, will lead Instacart as its president in September.

Supply chain expert comments on Instacart's recent hires, DoorDash's strategy

DoorDash Inc. has benefited from the pandemic, but the delivery company hopes it can branch out beyond prepared-food delivery for greater sustainability.

DoorDash is trying to plan for the end of the pandemic while benefiting from it

DoorDash's new DoubleDash service that allows customers to add items from nearby stores to existing restaurant orders highlights exactly where the future of quick delivery is headed.

DoorDash Just Upped The Ante On The Quick Delivery War

GrubHub

These apps offer convenience but vary in costs and customer service. Here's how Uber Eats, Grubhub, DoorDash and Postmates compare to each other.

Food Delivery Apps: We Compare 4 of the Biggest

Domino's Pizza is taking on delivery apps that charge extra fees with a new giveaway totaling $50 million worth of free food.

Domino's is giving away $50 million of free food to take on DoorDash

DoorDash Inc (NYSE:DASH) shares are trading higher by 3.7% at $185 Thursday afternoon as COVID-19 concerns lift stay-at-home sectors such as food delivery. A Wednesday FT report also indicated the company was in talks to invest in German grocery app Gorillas.

Why DoorDash's Stock Is Trading Higher Thursday

During the thick of the pandemic last year, online food delivery company DoorDash expanded its offerings to include convenience store delivery. Now, DoorDash customers in the U.S. and Canada can shop across multiple stores and categories in a single order.

With DoubleDash, DoorDash users can tack on multiple orders without additional fees

U.S. food delivery group DoorDash is ready to make a new investment in Berlin-based grocery delivery app Gorillas, the Financial Times (FT) reported. Gorillas' goal is to make hundreds of millions of dollars in new funding at a valuation of $2.5 billion, according to FT.

DoorDash Prepares For Investment In Grocery Delivery App Gorillas

Lyft

Uber

Government-imposed lockdowns crushed the U.S. economy last year, and to a degree some of the fallout is still lingering.

Why This Analyst Sees Huge Upside Potential in Gig Economy Stocks

Food delivery economics aren't that viable in North America.

Why No One Should Invest in Food Delivery Stocks in 2021

DoorDash has opened a second ghost kitchen, this time in San Jose, California. The new location will serve as a hub for six Bay Area and national restaurants.

DoorDash Opens Second Virtual Kitchen

VMware

What happened: A British medical charity that manages $39 billion in assets has disclosed changes to its U.S. traded stock holdings during the second quarter. A filing with the Securities and Exchange Commission shows Wellcome Trust significantly reduced its investment in DoorDash (NYSE: DASH), and sold off holdings in VMware (NYSE: VMW), while buying more Linde (NYSE: LIN) shares, and taking a new position in ServiceNow (NYSE: NOW), according to Barron's.

A British Trust Managing $39M In Assets Sells DoorDash And VMware Holdings

The third party delivery app is the latest beneficiary of the meme-stock crowd.

Why DoorDash Soared 13% Last Week

New Linde PLC

ServiceNow

Wellcome Trust, Britain's largest foundation, slashed its investment in DoorDash stock and exited an investment in VMware in the second quarter. It initiated a position in ServiceNow, and bought more Linde shares.

A Giant Foundation Sold DoorDash and VMware Stock. Here's What It Bought.

GoPro

Robinhood

Peloton

iStar Inc

Companies are incented to present themselves in the best possible light. Sometimes this means pretending to be something more than what they are. These 5 companies are just regular businesses that have successfully convinced the market that they are innovators.

5 Words That Should Tell Investors To Run For The Hills

AvalonBay Communities

Brookfield Asset Management

Clipper Realty

iShares 7-10 Year Treasury Bond ETF

Medical Properties Trust

Realty Income Corp

STORE Capital

UMH Properties

Vanguard Long-Term Corporate Bond ETF

Vanguard Real Estate ETF

REITs seem to be pushing new all-time highs month after month.

Why REITs Will Keep Rising Higher

Roblox

These two companies benefited tremendously from stay-at-home trends.

2 Hypergrowth Stocks That Will Be Hurt by Reopening

Waitr Holdings Inc

Food delivery stocks DoorDash Inc (NYSE: DASH) and Waitr Holdings Inc (NASDAQ: WTRH) are trading higher Monday amid renewed COVID-19 concerns.  Food delivery companies saw increased strength during the COVID-19 pandemic as restaurant closings led to increased demand for delivery services.

News for DoorDash Stock (DASH)