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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.

Uber

A new complaint asks the Federal Trade Commission to investigate fees that Uber and DoorDash added to customer orders in Seattle following the implementation of a minimum wage law earlier this year.

Seattle resident files FTC complaint alleging Uber, DoorDash mislead customers with ‘junk fees'

DoorDash (DASH) is expanding its partnership with Ulta Beauty, offering on-demand beauty delivery nationwide.

DoorDash (DASH) Expands Beauty Retail Footprint With New Deal

Ulta Beauty

DoorDash says it is expanding its 3-year-old partnership with Ulta Beauty. The company announced in a news release provided to PYMNTS Monday (May 20) that it was now offering on-demand and same-day delivery of beauty products from more than 1,350 locations across all 50 states.

DoorDash Expands Ulta Partnership to All 50 States

DoorDash expanded a partnership with Ulta Beauty to deliver cosmetics and more nationwide. This follows deals with Dollar General, Best Buy, and Lowe's.

DoorDash Now Delivers Much More Than Food. What It Means for the Bottom Line.

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, and Ulta Beauty, the nation's largest beauty retailer, today announced an expanded partnership to offer on-demand delivery from over 1,350 stores across all 50 states. Consumers can now shop Ulta Beauty's unparalleled assortment of more than 25,000 products from over 600 well-known, exclusive, and emerging brands spanning cosmetics, fragrances, skincare, hair care, wellness and more, exclusively on the DoorDas.

DoorDash Partners with Ulta Beauty to Unlock The Largest Selection of Beauty Products Available For On-Demand Delivery

Instacart (Maplebear Inc.)

Lyft

CNBC's Jim Cramer on Monday gave investors his take on four major stocks in the gig economy sector.

Cramer's gig economy roundup: Where he stands on Uber, Lyft, DoorDash and Instacart

I am initiating DoorDash with a buy rating after last week's massive pullback post-earning results. In my opinion, DoorDash's solid fundamentals and efforts to become a "one-stop shop" position it to show upside surprise in FY2024. Dash is down over ~11% since reporting 1Q24 earning results last week.

Hitting Bottom And Bound To Dash Higher: Initiating DoorDash With A Buy

DoorDash was using a growth-at-all-costs strategy at the height of the pandemic to capitalize on the enormous opportunity in food delivery. With social conditions back to normal, the company is focusing on managing costs to reach profitability instead.

DoorDash Delivered More Than Food and Groceries in the Latest Quarter, but Here's Why Its Stock Sank

Instacart is now offering restaurant delivery through Uber Eats on its app. The partnership represents "a threat to DoorDash," Uber CEO Dara Khosrowshahi told Bloomberg.

Uber and Instacart just formed an alliance, and they're taking aim at Doordash

Instacart will offer restaurant delivery through a deal with Uber.

Uber And Instacart Team Up. Rival DoorDash Stock Falls.

DoorDash stock experienced a selloff as they missed on EPS estimates. The dip in share price presents a buying opportunity for investors as the fundamentals of the business remain robust. DoorDash's revenues have proved to be durable, justifying its higher valuation when compared to its peers.

DoorDash: Selloff Presents Buying Opportunity As Fundamentals Remain Strong

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

DoorDash (DASH) Reports Q1 Loss, Beats Revenue Estimates

DoorDash Inc  (NASDAQ:DASH) reported better-than-expected first-quarter revenue, as a rise in grocery orders helped offset weaker demand for restaurant deliveries.

Lackluster Profit Forecast Dings DoorDash Stock

DashDash Inc's latest quarterly results failed to galvanise interest on Wall Street, with the San Francisco-based food delivery company's share price falling 13% in opening exchanges. The results revealed decent financial progress at the group, with revenues surging to $2.5 billion, up from a flat $2 billion in the same quarter last year, driven by a 21% increase in total orders, which reached 620 million.

DoorDash results underwhelm, Uber remains preferred food delivery stock pick

Food delivery giant DoorDash (DASH) posted a wider-than-expected loss for the first three months of the year amid moderating demand in its core U.S. restaurant market, sending its shares tumbling more than 12% in premarket trading Thursday morning.

DoorDash Stock Tumbles After Earnings Miss Amid Slower US Restaurant Segment

DoorDash set new company records across several metrics in the first quarter as it continued to expand its services into new segments of the local retail economy.

DoorDash Reports Record-High Orders as Consumers Seek Digital Solutions, Convenience

DoorDash, Inc. (NASDAQ:DASH ) Q1 2024 Earnings Call Transcript May 1, 2024 5:00 PM ET Company Participants Andy Hargreaves - IR Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - CFO Conference Call Participants Nikhil Devnani - Bernstein Mark Mahaney - Evercore ISI Michael Morton - MoffettNathanson James Lee - Mizuho Brian Nowak - Morgan Stanley Eric Sheridan - Goldman Sachs Andrew Boone - JMP Securities Ron Josey - Citi Bernie McTernan - Needham & Company Lee Horowitz - Deutsche Bank Alec Brondolo - Wells Fargo Douglas Anmuth - JPMorgan Operator Thank you for standing by. My name is Eric and I will be your conference operator today.

DoorDash, Inc. (DASH) Q1 2024 Earnings Call Transcript

DoorDash dedicated two large paragraphs of its first quarter earnings report and several minutes on a call with analysts to voice opposition against controversial minimum wage laws for delivery drivers in Seattle and New York City.

DoorDash reports record quarterly revenue of $2.5B, rips Seattle over minimum wage law

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.

News for DoorDash Stock (DASH)