Total Orders

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.

Sales and marketing

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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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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.

DoorDash, Inc. (DASH) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.41 per share a year ago.

DoorDash, Inc. (DASH) Reports Q1 Loss, Tops Revenue Estimates

DoorDash stock tumbled Wednesday, after the food delivery company reported Q1 results with a wider loss than expected.

DoorDash Stock Tumbles On Wider-Than-Expected Loss

Food-delivery company DoorDash Inc. on Wednesday reported a worse-than-expected first-quarter loss amid signs of a slight slowdown in growth for its large U.S. restaurant business, and it offered a second-quarter forecast for a key demand metric that was just shy of estimates.

DoorDash loses more than expected, but sales top expectations

DoorDash projected second-quarter core profit below expectations on Wednesday despite beating first-quarter revenue estimates, indicating that higher costs were offseting some of its gains from rising groceries and food orders.

DoorDash projects quarterly core profit below estimates on higher costs

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended March 31, 2024. In Q1 2024, we set new quarterly records for Total Orders, Marketplace GOV, and revenue, while improving our net loss compared to a year ago. An evergreen goal for us is to execute at a high level against our operational targets, as this drives incremental scale and efficiency that we can reinvest to solve new problems for merchants, consumers, and Dashers. W.

DoorDash Releases First Quarter 2024 Financial Results

DoorDash is expected to lose $21 million, or 3 cents per share, for the first quarter, according to analysts.

DoorDash Is Gaining Customers. Profit Is Still Elusive.

Etsy

Upwork Inc

Zillow

Here we take a sneak peek at four Internet services stocks, namely, ZG, UPWK, DASH and ETSY, due to report their first-quarter earnings on May 1.

Are These 4 Internet Services Stocks Poised to Hit Q1 Earnings Targets?

The pandemic made restaurant delivery services a regular fixture in the daily lives of busy consumers. The surge in business has not died down in the post-pandemic era, as delivery services have become a normal part of life.

DoorDash: 5 Compelling Reasons to Buy the Dip

DoorDash's (DASH) first-quarter 2024 results are likely to benefit from strong total orders and Marketplace GOV.

DoorDash (DASH) to Report Q1 Earnings: What's in Store?

TORONTO--(BUSINESS WIRE)--Today, DoorDash Canada announced a partnership with Ultimate Workin' Mom, Catherine Reitman, in support of DoorDash's on-demand grocery delivery service. Catherine has joined forces with DoorDash to emphasize the benefits of spending less time in stores and more quality time with loved ones. Known as the creator, executive producer, and star of Workin' Moms, a Canadian sitcom inspired by her own experiences as a mother of two, Catherine Reitman has worked hand-in-hand.

DoorDash Canada and Actress Catherine Reitman Partner to Champion On-Demand Grocery Delivery Across Canada

DoorDash (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: What to Know Ahead of Q1 Release

Walgreens

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, and Walgreens (NASDAQ: WBA), a trusted, neighborhood health destination serving nearly 10 million customers each day, today announced a new collaboration to offer SNAP/EBT payment at nearly 7,800 Walgreens stores across the country. DoorDash is the first platform that enables SNAP customers to make purchases directly from Walgreens using their SNAP/EBT cards. In addition, DoorDash is the first third-party deli.

DoorDash and Walgreens Launch Unprecedented Access for SNAP Customers

Uber

After a controversial minimum wage law for food delivery drivers in Seattle went into effect in January, tech giants including Uber and DoorDash made it clear they weren't happy.

After lobbying by Uber and DoorDash, new proposal would overhaul Seattle's minimum wage law

SAN FRANCISCO--(BUSINESS WIRE)--Today, DoorDash (NASDAQ: DASH), the local commerce platform, is excited to announce service with Wakefern Food Corp., the nation's largest retailer-owned cooperative. The cooperative members own and operate 365 supermarkets under the ShopRite, Price Rite Marketplace, The Fresh Grocer, Fairway Market, Gourmet Garage, and Dearborn Market banners. Customers can now order groceries and daily essentials on DoorDash from these retail locations. To celebrate the news, f.

DoorDash Available at Wakefern Food Corp. Banners

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) announced today that Jeffrey Blackburn, veteran executive of Amazon.com, Inc., has been appointed to the company's board of directors, effective May 6, 2024. Tony Xu, co-founder and CEO of DoorDash, Inc., said, "Jeff is a world-class operator who brings decades of experience scaling hugely successful multi-sided businesses while leading and developing talented teams. He understands the tools that businesses need to succeed in today's.

Jeff Blackburn Joins DoorDash Board of Directors

Airbnb

Microchip Technology

The tech sector is notorious for both its high growth potential and unpredictable volatility. After a challenging last few years, investors are on the hunt for undervalued tech stocks that present solid fundamentals with potential for outsized returns.

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DoorDash (DASH) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

DoorDash (DASH) Upgraded to Buy: Here's What You Should Know

Instacart (Maplebear Inc.)

Instacart, DoorDash, and other apps seem to be trying to roll back Seattle's new gig worker pay law. Their efforts targeted the workers via surveys and requests for testimonials to send to the city.

Instacart, DoorDash, and other apps appear to be trying to roll back Seattle's new laws for gig workers

Advanced Micro Devices

DexCom

The latest employment figures saw indices rise. However, losses earlier in the week persist as investors remain cautious of the Fed's stance on interest rate adjustments.

Nasdaq Nightmares: 3 Stocks to Sell Before Reality Sets In

DoorDash (DASH) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

How DoorDash (DASH) Stock Stands Out in a Strong Industry

Caterpillar

Harley-Davidson

“Let your winners run.” That's the advice I gave two months ago in arguing for investors to not take profits on winning investments even if they seem like overvalued stocks.

52-Week High Danger Zone: 3 Stocks to Sell Before the Bubble Bursts

Illumina

MongoDB

The stock market has been in a solid rally since the third quarter of 2023, pushing significant indices to new highs. That upward trajectory also raised company valuations for many stocks, putting investors at risk of inflated stock prices and selloffs.

Nasdaq's Nosebleed Section: 3 Expensive Stocks to Sell Before It's Too Late

SAN FRANCISCO--(BUSINESS WIRE)--Today we're proud to announce a first-of-its-kind initiative to establish a portable benefits savings program for Dashers through a six-month pilot in Pennsylvania. Eligible expenses covered under this program will include retirement savings; health, dental, and vision insurance; and paid time off. We know that more people than ever are looking to supplement their traditional jobs and responsibilities with opportunities to earn extra income that move them closer.

DoorDash Announces Portable Benefits Savings Program For Dashers in Pennsylvania

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced the company's first quarter 2024 financial results will be released after market close on Wednesday, May 1, 2024. The company's earnings press release will be made available on the DoorDash Investor Relations website at ir.doordash.com. DoorDash will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. Interested parties may register for and access the live webcast of the call at the Do.

DoorDash to Announce First Quarter 2024 Results on May 1, 2024

DoorDash has a large moat with 65% of the US restaurant delivery market. Its virtuous network bringing users and restaurant owners together creates a barrier to entry. DASH is expanding margins and generating a lot of cash.

News for DoorDash Stock (DASH)