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DoorDash (DASH)
NASDAQ:DASH
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 11, 2025
|% Change Since: 4.74%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with significant growth in international markets, new verticals, and membership programs, as well as advancements in advertising. However, there were some challenges related to seasonal impacts on take rate and the nascent state of grocery delivery.Company Guidance
During the DoorDash Q4 2024 earnings call, CEO Tony Xu and CFO Ravi Inukonda provided several key metrics and insights into the company's performance and future plans. They highlighted a total addressable market (TAM) of 800 million people, with 100 million active shoppers making approximately 7 million orders daily, reflecting a 12% penetration and a 7% order frequency. The company reported strong growth in its international markets, with the international portfolio being gross profit positive and growing faster than peers. In the U.S., DoorDash's monthly active users reached 42 million, growing at a double-digit rate, and DashPass was noted to be growing with tens of millions of subscribers. New verticals and non-restaurant categories are expanding rapidly, with a focus on improving contribution margins and profitability. The call also touched on strategic priorities, with ongoing investments in product improvements and advertising while maintaining a focus on increasing EBITDA and profit dollars.Strong Growth in International Markets
The international business is growing faster than peers and gaining market share in every country. The business is gross profit positive with improved unit economics.
Continued Improvement in U.S. New Verticals
DoorDash is the fastest growing in the U.S. for new verticals, with users showing increased engagement and spending. The unit economics have improved compared to 2023.
Growth in DashPass and Wolt+
DashPass and Wolt+ membership programs are growing, with Wolt+ growing faster than DashPass during its early years. The programs continue to add value to users and increase engagement.
Expansion in Advertising
The advertising business had a strong year, with a focus on balancing advertiser and consumer needs. DoorDash is expanding its advertising capabilities globally.
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DASH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DASH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 11, 2025 | $193.09 | $200.89 | +4.04% |
| Oct 30, 2024 | $155.25 | $156.70 | +0.93% |
| Aug 01, 2024 | $108.20 | $117.23 | +8.35% |
| May 01, 2024 | $127.46 | $114.31 | -10.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does DoorDash (DASH) report earnings?
DoorDash (DASH) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is DoorDash (DASH) earnings time?
DoorDash (DASH) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DASH EPS forecast?
DASH EPS forecast for the fiscal quarter 2025 (Q1) is 0.4.
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