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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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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

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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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.

DoorDash, Inc. (NYSE:DASH ) Q1 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Finance and Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Ross Sandler - Barclays Deepak Mathivanan - Wolfe Research Bernie McTernan - Needham & Company Michael McGovern - Bank of America Michael Morton - MoffettNathanson Ian Peterson - Evercore Andrew Boone - JMP Securities Brian Nowak - Morgan Stanley Youssef Squali - Truist Securities Ron Josey - Citi Rohit Kulkarni - ROTH MKM Eric Sheridan - Goldman Sachs Lloyd Walmsley - UBS John Colantuoni - Jefferies Operator Hello. My name is Jean Louis.

DoorDash, Inc. (DASH) Q1 2023 Earnings Call Transcript

DoorDash is seeing disproportionate growth in its emerging grocery business, buoyed by the underpenetration of the market. On a call with analysts Thursday (May 4) discussing the San Francisco aggregator's first quarter 2023 financial results, CEO and Co-Founder Tony Xu contended that the company's double-digit growth in the category is just the beginning.

DoorDash Sets Its Sights on Underpenetrated eGrocery Market

DoorDash Inc. on Thursday raised its guidance for the full year as it once again reported record quarterly highs in total orders, marketplace gross order value and revenue.

DoorDash stock rises on raised outlook and continued record highs in orders, revenue

SAN FRANCISCO , May 4, 2023 /PRNewswire/ -- Empowering local economies is at the heart of our work at DoorDash. Today, we're proud to release the 2022 DoorDash Economic Impact Report, outlining how merchants, Dashers, and the DoorDash platform supported economic impact in the local communities we serve across the United States.

Empowering Local Communities: The Results of DoorDash's 2022 Economic Impact Report

DoorDash Inc raised its annual core profit forecast after beating quarterly revenue estimates on Thursday, helped by rising orders for food, groceries and convenience items even as consumer wallets remained pressured due to high inflation.

DoorDash raises annual core profit forecast on resilient delivery demand

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Inc. (NYSE: DASH) today announced its financial results for the quarter ended March 31, 2023. In addition to our financial results below, our letter to shareholders is available on the DoorDash investor relations website at http://ir.doordash.com. DoorDash continued to execute extremely well in Q1 2023 and we are proud of our team's outstanding performance in service of our stakeholders. In Q1 2023, our focus on inputs and deep attention to detail drove.

DoorDash Releases First Quarter 2023 Financial Results

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

Should You Buy DoorDash (DASH) Ahead of Earnings?

DoorDash: The Real Potential Of On-Demand Platforms Beyond Inflation Worries

Airbnb

Uber

Many of the biggest and most profitable companies today are the technology giants such as Alphabet  GOOGL , Apple  AAPL , and Meta Platforms  META . Their valuations have exploded higher over the last decade, but are becoming more mature, slower growth stocks.

Time to Buy These 3 Next Gen Big Tech Companies?

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NYSE: DASH) today announced the company's first quarter 2023 financial results will be released after market close on Thursday, May 4, 2023. The company's earnings press release and shareholder letter 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.

DoorDash to Announce First Quarter 2023 Results on May 4, 2023

Blue Apron

Blue Apron and DoorDash's DashMart have expanded their partnership to 11 new markets. The expansion makes Blue Apron's Heat & Eat meals available in a number of new locales, including New York City.

Blue Apron Expands Partnership With DoorDash's DashMart

SentinelOne

Snowflake

Despite a strong start to 2023, the Nasdaq-100 technology index remains in bear market territory. But a new bull market might be closer than investors think, so now could be a great time to make portfolio adjustments.

A Bull Market Is on the Way: 2 Growth Stocks to Buy, and 1 to Sell

Shift4 Payments

Macy's

Whirlpool

Whirlpool, Macy's, DoorDash, and Shift4 Payments may be ripe for acquisition when mergers get their mojo back, according to a screen by Wolfe Research.

4 Buyout Contenders When Deal Making Comes Back

The consensus price target hints at a 40% upside potential for DoorDash, Inc. (DASH). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Predict a 40.04% Upside in DoorDash, Inc. (DASH): Here's What You Should Know

Wendy's

Pregame the action-packed weekend with up to $30 OFF* your Wendy's Biggie Bag order exclusively on DoorDash DUBLIN, Ohio , March 29, 2023 /PRNewswire/ -- WHAT: Wendy's® and DoorDash are ending March the only way we know how – with a BIGGIE deal. That's right, it's time for the biggie-st deal in basketball ahead of the last weekend of biggie games, biggie buckets and biggie wins.

BIGGIE DEAL ALERT: WENDY'S AND DOORDASH TEAM UP FOR 'BIGGIE' POWER HOUR PLAYS

DoorDash is continuing its diversification efforts with a series of new retail partnerships. The delivery company announced Thursday (March 23) it had added Lush Cosmetics, Victoria's Secret and Party City to its partner list.

DoorDash Debuts New Shopping Features and Retail Partners

DoorDash is adding three new retail partners and updating its shopping features, the company announced on Thursday. Starting today, users can start placing orders for items at Lush Cosmetics, Victoria's Secret and Party City.

DoorDash is adding three new retail partners and updating its shopping features

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Announces New Retail Partnerships and Shopping Features to Help Consumers Get What They Need Now

DoorDash Announces New Retail Partnerships and Shopping Features to Help Consumers Get What They Need Now

To drive restaurant adoption of its white-label offerings, DoorDash is adding cash on delivery options.

DoorDash Sweetens White-Label Offerings with New Cash Payments Option

Restaurant delivery service DoorDash announced today it will begin to support the ability for customers to pay with cash for their online orders.

DoorDash is adding support for cash — but not in its main app

Lyft

After an appeals-court decision this week, California ride-hailing drivers and other gig workers will remain independent contractors instead of employees for the foreseeable future — a win for gig companies that they will surely try to replicate around the country and beyond.

What Uber, Lyft and DoorDash's victory on gig-worker status looks like so far

Shares of Uber Technologies Inc. UBER, Lyft Inc. LYFT and DoorDash Inc. DASH ended higher Tuesday, a day after a California appeals court handed them a partial victory that lets them continue treating their drivers and couriers as independent contractors instead of employees — though an appeal to the California Supreme Court is likely. The three-member appeals court ruled two to one that most of Proposition 22, the law that came out of a 2020 ballot initiative on which the companies spent more than $200 million, could be upheld after a judge last year declared it unconstitutional.

Uber, DoorDash, Lyft stocks rise after Prop. 22 ruling in California

Uber Technologies Inc (NYSE:UBER) shares are expected to head higher on Tuesday after a US court allowed them and other ride-sharing and deliver app companies like Lyft Inc (NASDAQ:LYFT), DoorDash Inc (NYSE:DASH) and Grubhub to treat their workers as independent contractors rather than employees. Despite many worker groups opposing the measure for denying them nearly all employee rights, including sick leave, a Californian district court of appeal ruled that the labour proposal known as Proposition 22 was largely constitutional.

Uber and Doordash set for gains after US court allows them to deny employee rights

Uber Technologies Inc., Lyft Inc. and DoorDash Inc. on Monday scored a major victory in their battle to continue treating their drivers as independent contractors as an appeals court let most of an embattled California law stand.

Uber, Lyft, DoorDash win as appeals court upholds California's Prop. 22

A California appeals court on Monday reversed a lower-court ruling that found Proposition 22, the ballot measure passed in November 2020 that classified Uber and Lyft drivers as independent contractors rather than employees, to be illegal.

News for DoorDash Stock (DASH)