DASH Earnings Prediction
The chart below shows how DASH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DASH sees a -4.46% change in stock price 10 days leading up to the earnings, and a +6.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.68%. This data can give you a slight idea of what to expect for the next quarter's release.
DASH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.87B
24.75%
6.17%
Gross Margin
44.52%
8.61%
0.91%
Operating Margin
4.07%
205.44%
3.04%
Net Margin
4.84%
171.49%
-18.66%
EPS
0.29
174.36%
-23.68%
No Data Available
DASH Earnings Analysis
DoorDash Inc Corporation (DASH.O) Earnings Conference Call
Positive
Market Penetration Opportunity: Active shoppers reached approximately 100 million, representing a significant market penetration opportunity within a total addressable market of 800 million people.
International Business Growth: The international business is gross profit positive and continues to grow substantially faster than peers, indicating strong performance and market share gains.
User Engagement Growth: Monthly active users (MAUs) surpassed 42 million, with a double-digit growth rate, reflecting strong customer engagement and retention.
Record Order Frequency: Order frequency reached an all-time high, demonstrating increased customer usage and satisfaction with the platform's offerings.
DashPass Subscription Expansion Potential: The DashPass subscription service is expanding, with a large portion of the customer base yet to subscribe, indicating potential for future growth.
Negative
International Market Profitability Concerns: Contribution profit margins in international markets remain a concern, with no specific margin percentage targeted, indicating potential inefficiencies in operations.
User Engagement Deceleration: Despite a strong Q4, the overall growth rate of MAUs was only 6% in 2024, down from 8% in 2023, suggesting a deceleration in user engagement.
Grocery Delivery Challenges: The grocery delivery segment continues to lag behind other e-commerce categories, with low penetration levels indicating significant room for improvement and potential revenue loss.
Take Rate Stability Concerns: The take rate remained flat at 13.5% in Q4, attributed to seasonal impacts, which raises concerns about the sustainability of revenue growth in the future.
Investment Strategy Stability: Investment priorities for 2025 show no significant changes from 2024, indicating a lack of new strategic initiatives that could drive growth or improve profitability.
DASH FAQs
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DASH Earning Call Sentiment
Earnings call transcript: DoorDash Q4 2024 meets EPS forecast, stock surges
DASH.O
3.74%Positive
The earnings call shows strong financial performance with increased active shoppers, daily orders, and MAUs, alongside improved unit economics and gross profit margins. The company is expanding internationally and in grocery delivery, with a growing advertising business. Despite some regulatory and supply chain risks, the Q&A indicates optimism in market penetration and autonomous delivery opportunities. The buyback program adds shareholder value, supporting a positive sentiment. Overall, the company's strategic initiatives and financial health suggest a likely stock price increase in the short term.
