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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

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Earnings data Q1 2024

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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.

Amazon

Salesforce

eBay

Alphabet

Tesla

Carmen Kiew has some encouraging words for her fellow tech workers, despite the constant toll of layoffs from which no one seems to be safe.

No more free lunches: How laid-off tech workers are surviving a tight job market

SAN FRANCISCO--(BUSINESS WIRE)--We want each person who uses the DoorDash platform to have a safe and positive experience every time. The vast majority of Dashers, customers, and merchants do the right thing and treat others with respect. It's one reason why safety incidents between users are extremely rare, with more than 99.99% of deliveries on our platform being completed without any safety-related incident at all. Even so, we're constantly exploring and testing new safety features and produ.

DoorDash Launches New AI-powered Feature to Help Combat Chat Abuse and Harassment

TORONTO--(BUSINESS WIRE)--Today, DoorDash Canada announced the launch of Made by Women, a new platform dedicated to championing women chefs and restaurateurs, amplifying their voices and contributions. The Made by Women program will offer access to marketing, educational and financial resources women-owned restaurants need to succeed, grow, and make an impact. To kick off the program, DoorDash is launching the Made by Women Grant program, in partnership with Monday Girl, which will provide fift.

DoorDash Canada Unveils New Made by Women Platform

Lyft

Shares of DoorDash and Lyft rallied Monday after RBC analysts upgraded their ratings on both gig economy giants on the stocks' individual merits and on the potential of a joint venture between the firms to compete with their shared nemesis Uber.

DoorDash, Lyft Shares Rally As Analyst Touts Potential To Unite Against ‘Common' Enemy

Lyft stock and DoorDash gained Monday on an upgrade from RBC Capital. Analysts said the two companies should team up.

Lyft And DoorDash Rise On Upgrades. Analyst Says They Should Partner Up.

RBC Capital Markets analyst Brad Erickson upgraded both Lyft and DoorDash stock to Outperform from Sector Perform.

Lyft and DoorDash Should Partner for Growth, Analyst Says

DoorDash used to operate with a growth-at-all-costs strategy. The company had a "year of efficiency" in 2023, in which it carefully managed expenses and made substantial progress toward profitability.

DoorDash Is Taking a Leaf Out of Mark Zuckerberg's Playbook, and Its Stock Might Be Worth Buying Now

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, today announced a new partnership with Pet Supplies Plus, the largest and most trusted pet retail franchise, to offer on-demand delivery of pet essentials from 720 locations. Whether it's restocking food for their furry, feathery, or scaly friends, or indulging their pet with a new treat, pet parents can now enjoy the convenience of same-day delivery on DoorDash. “Innovation continues to be a top priority for.

DoorDash Announces Partnership with Pet Supplies Plus for On-Demand Delivery

Uber

Uber helped turn around its business by making important cuts to spending. And it developed revenue streams with better margins, thereby boosting cash flow.

Uber Is Becoming a Cash-Flow Machine. Can DoorDash Follow the Same Path and Offer Big Gains for Investors?

A post-earnings report slump for DoorDash stock has created an attractive entry point, according to an analyst's upgrade report.

DoorDash Stock Jumps On Upgrade. Recent Slump Creates 'Attractive Entry.

Celanese

CF Industries Holdings

Casella Waste Systems

Caesars Entertainment

Realty Income Corp

US Foods Holding

While companies who rank among the earnings losers category don't obviously generate confidence, it's also important to keep in mind the big picture. Technology juggernaut Nvidia (NASDAQ: NVDA ) provides an extreme example of this.

7 Earnings Losers With a Shot at a Strong Comeback

DoorDash (NASDAQ: DASH ) stock is a hot topic on Thursday after Morgan Stanley updated its coverage of the food-delivery company's shares. Morgan Stanley analyst Brian Nowak upgraded shares of DASH stock from an “equal weight” rating to an “overweight” rating today.

Morgan Stanley Is Pounding the Table on DoorDash (DASH) Stock

Investors closed their positions before a post-earnings dip

Option Advisor Subscribers Scored a Profit with DoorDash

Cava Group, Inc.

Toast

Historically, growth stocks have delivered astounding compounding returns. Stocks like Microsoft (NASDAQ: MSFT ), Home Depot (NYSE: HD ) and Monster Beverage (NASDAQ: MNST ) demonstrate the massive wealth creation generated through sustainable growth over decades.

3 Growth Stocks That Could Be Multibaggers in the Making: February Edition

DoorDash said that it has seen an "unprecedented drop in order volume" in Seattle since the city council's minimum pay law for app workers took effect in January.

DoorDash says data shows Seattle pay rules have caused 'unprecedented drop' in business

DoorDash stock fell 8% after strong Q4 results and positive guidance for 2024, presenting a buying opportunity. DoorDash is still growing at a rapid pace and has the potential to expand beyond restaurants. The company has a strong brand, a subscription program, growth through partnerships, and a favorable margin profile.

DoorDash: Buy The Dip

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH) today released its 2023 Community Impact Report, which demonstrates that DoorDash helps merchants by increasing their profits and reach, consumers by saving time and more easily accessing essential items, and Dashers by providing the opportunity to earn what they need, when they need it, on their own terms. The Community Impact Report found that: 88% of Dashers say that one of the main reasons they dash is because of the unique flexibility.

DoorDash's 2023 Community Impact Report Demonstrates Real World Impact Across U.S.

DoorDash's (DASH) fourth-quarter 2023 results reflect higher costs in spite of a significant rise in total orders.

DoorDash (DASH) Reports Q4 Loss, Beats Revenue Estimates

DoorDash beat on the top line in Q4 but missed on the bottom line. However, the food delivery service is losing less money than it used to.

Why DoorDash Stock Just Crashed 10%

DoorDash Inc (NYSE:DASH) fell 8% in pre-market trading after it warned 2024 earnings could be impacted by weaker consumer spending. The delivery company said it expected gross order values (GOV), a key metric in the industry, to reach between US$74 billion and US$78 billion, a healthy jump from the near US$66 billion in 2023.

DoorDash sinks as weak spending threatens earnings

As DoorDash looks to grow from a restaurant delivery platform to something more like a super app, the aggregator is expanding its retail offerings by orders of magnitude each year. On a call with analyst Thursday (Feb.

DoorDash Grows Its Retail Presence by Hundreds of Thousands in Three Years

DoorDash, Inc. (DASH) Q4 2023 Earnings Call Transcript

DoorDash, Inc. (DASH) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to loss of $0.63 per share a year ago.

DoorDash, Inc. (DASH) Reports Q4 Loss, Tops Revenue Estimates

DoorDash stock slide late Thursday, after the food and grocery delivery company reported fourth-quarter sales that exceeded expectations but posted a wider loss than analysts had forecasted.

DoorDash Sales Beat Estimates But Delivery Firm Posts Wider-Than-Expected Loss

DoorDash Inc.'s stock initially dipped 4% in after-hours trading Thursday after the food-delivery company delivered quarterly results.

News for DoorDash Stock (DASH)