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DASH Earning Date, Transcript Summary & Report

DoorDash Inc
$
163.160
-10.830(-6.220%)

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.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

DASH FAQs

How does DASH typically perform around its earnings report dates?

DASH's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -4.46% change leading up to the report and a +6.24% change in the 10 days following the release.

Is DoorDash Inc (DASH) Q4 2024 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

DASH Earnings Deck

Earnings call transcript: DoorDash Q4 2024 meets EPS forecast, stock surges

DASH Earning Call Sentiment

Earnings call transcript: DoorDash Q4 2024 meets EPS forecast, stock surges

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DASH.O

-6.22%
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.