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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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 is buying automated food prep company Chowbotics to expand its fresh meal offerings.

DoorDash buys robot food prep company Chowbotics

DoorDash Inc. has bought Chowbotics, a maker of food-preparing robots, in a move it said is part of its effort to help merchants grow their businesses, the delivery-app company announced Monday.

DoorDash buys Chowbotics, maker of food-preparing robots

Third-party restaurant delivery platform DoorDash Inc. (NASDAQ: DASH) has reached an agreement to acquire the robotics startup company Chowbotics, according to The Wall Street Journal, which cited unnamed people familiar with the deal.  What Happened: Chowbotics is a tech company that uses robotics to assemble custom meals in under 2 minutes.

DoorDash Buys Food Robotics Startup Chowbotics: Report

DoorDash is expanding its robotic footprint into the kitchen. The delivery service is set to acquire Chowbotics, a Bay Area-based robotics best known for its salad-making robot, Sally.

DoorDash acquires salad-making robotics startup, Chowbotics

SoftBank Group Corp

Uber

SoftBank Group Corp's (OTC: SFTBY) revenue rose 10.7% to ¥1.507 trillion during the third quarter of FY20. SoftBank and Arm segments reported 10.7% and 6.3% revenue growth, respectively, following the pandemic induced robust demand for Arm technology, 5G smartphones, networking equipment, and server shipment.

SoftBank Reports Robust Q3; Uber, DoorDash Drive Vision Fund Investment Value

General Motors

Sysco

Tesla

With analysts warning the S&P 500 is alarmingly high, we're proposing investors focus more on stocks with quality fundamentals.

Micro-Bubbles: Sysco And General Motors Are Winners & DoorDash And Tesla Are Losers

Until there's evidence that customers have a reason to remain loyal, DoorDash and its competitors will continue a race to the bottom to grow.

The Biggest Reason I'm Not Buying DoorDash Stock

Grubhub (GRUB) missed expectations by a wide margin, reporting its first loss in the past four quarters.

Doordash (DASH) Could Sell Off After Grubhub (GRUB) Misfire

Airbnb

C3.ai

Pubmatic

Wish

Last year was the rebirth of the initial public offering, and the momentum looks to be carrying into 2021 as well.

5 Recent Red-Hot IPOs Still May Have Massive Upside Potential

The food delivery giant is expanding into multi-channel delivery by forging partnerships with key retailers.

Why DoorDash Surged 35.4% in January

Which disruptive tech platform will head higher in 2021?

Better Buy: Airbnb vs. DoorDash

America's top food delivery platform has generated big gains since its IPO in December -- but it will face challenges this year.

Where Will DoorDash Be in 1 Year?

Teradata

This week, I'm looking at the blowups successfully predicted during 2020.

Teradata and DoorDash: Outperforming Shorts That Could Fall Further

DoorDash is the dominant player in convenience store deliveries as the pandemic continues to keep people home and out of physical retailers and restaurants, according to a research report released Thursday (Jan. 28) by Edison Trends.  Convenience stores like 7-Eleven and CVS saw third-party delivery app sales escalate 346 percent in 2020.

DoorDash Leads US Convenience Store Deliveries As Sector Soars 346 Pct

The food delivery company draws a lot of bearish predictions, but are the doomsayers ignoring something?

Can DoorDash Make a Quick Turnaround in 2021?

DoorDash stock could eventually see higher highs. However, wait for it to pull back and settle at support before taking a position.

There's a Bigger Pullback in DoorDash Stock on the Horizon, So Be Patient

Snowflake

2020 was a busy year for IPOs. Could 2021 see even more companies decide to go public?

Will The IPO Market Stay Active Throughout 2021?

SAN FRANCISCO, Jan. 25, 2021 /PRNewswire/ -- DoorDash, Inc. (NYSE: DASH) today announced that the company's fourth quarter and full year 2020 financial results will be released after market close on Thursday, February 25, 2021. The company's earnings press release and shareholder letter...

DoorDash to Announce Fourth Quarter and Full Year 2020 Results

Darwin Homes, a single-family rental property management startup founded by two ex-DoorDash executives, has raised $15 million in Series A funding, Insider can reveal exclusively. The round, led by early-stage venture firm Canvas Ventures, also included funding from new investor proptech specialists Camber Creek, as well as existing investors Khosla Ventures, Wave Capital, Pear Ventures, Silicon Valley Bank, Doordash CEO Tony Xu, Andrew Marks of TQ Ventures, and Uber co-founder Ryan Graves.

Doordash execs' proptech company Darwin Homes raises $15 million series A to equip investors in single-family homes with institutional real-estate management tools

Can Amazon Make It? That was the headline plastered on the front page of BusinessWeek magazine in July 2000.

DoorDash Has All the Makings of the “Next Amazon”

Does DoorDash (NYSE: DASH) set up fake landing pages for restaurants in an effort to steer customers to preferred restaurants? That is the basis of a potential class action lawsuit filed by Lona's Lil Eats, a St. Louis Asian fusion restaurant.

DoorDash accused of steering customers away from nonparticipating restaurants

DoorDash has had great revenue growth in 2020 due to the pandemic, but is still unable to make a profit. DoorDash is trading at outrageous valuations that imply extreme downside.

DoorDash: A Growth Stock Whose Growth Is Already Done

The valuation is too high and the competition is too intense. It doesn't make any sense to chase DoorDash stock at its current valuation.

Pass on DoorDash Stock Because of Its Excessive Valuation

Delivery still serves a small portion of total U.S. restaurant sales. DoorDash is being valued purely as a food delivery company when it is not.

Why I Am Bullish On DoorDash Despite An High Valuation

Japan tightens COVID restrictions as DoorDash eyes the new market.

News for DoorDash Stock (DASH)