NASDAQ$DASH
DoorDash Inc · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
DoorDash's performance in Q1 2022 reflected growth in key areas and strategic investments.
DoorDash's Q1 2022 earnings report highlights a 25% year-over-year growth in Marketplace GOV, reaching $12.4 billion, driven by a 23% increase in total orders to 404 million. The company focused on expanding its user base and order frequency, while strategically investing in new categories and international markets.
- Marketplace GOV grew by 25% year-over-year to $12.4 billion.
- Total orders increased by 23% year-over-year, reaching 404 million.
- The company added more new consumers than any quarter since Q1 2021, driving MAUs and DashPass memberships to new highs.
- Revenue increased 35% year-over-year to $1.5 billion.
Headline financials
Revenue & EPS history
DoorDash · Revenue · Quarterly
$1.46B
Forward guidance
DoorDash anticipates continued growth in MAU and average order frequency, as well as ongoing investment in new categories, international markets, and Platform Services. The company expects to generate Q2 Marketplace GOV between $12.1 billion and $12.5 billion, with Q2 Adjusted EBITDA between $0 and $100 million. They expect 2022 Marketplace GOV between $49.0 billion and $51.0 billion and 2022 Adjusted EBITDA between $0 and $500 million.
Tailwinds
- Continued growth in MAU
- Increased average order frequency
- Ongoing investment in new categories
- Expansion in international markets
- Development of Platform Services
Headwinds
- Impact of inflation on pricing and demand
- Impact of rising interest rates on consumer spending
- Impact of labor shortages on fulfillment
- Impact of gas prices and vehicle costs on Dasher attraction
- Uncertainties associated with the COVID-19 pandemic
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2022
+1.3%
Avg return
Earnings day
+1.3%
Avg return
5 days after
-0.0%
Avg return
30 days after
56%
14 / 25 earnings
Positive
+24.9%
Q1 2021
Best reaction
-17.4%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.4% | -5.8% | -5.6% | |
| Q4 2025 | -0.6% | -5.2% | -9.7% | |
| Q3 2025 | -17.4% | -15.7% | -5.5% | |
| Q2 2025 | +5.0% | +2.4% | -4.4% | |
| Q1 2025 | -7.5% | -10.7% | +5.1% | |
| Q4 2024 | +4.0% | +10.5% | -5.0% | |
| Q3 2024 | +1.0% | +1.3% | +16.3% | |
| Q2 2024 | +5.9% | +10.8% | +16.2% | |
| Q1 2024 | -11.6% | -9.0% | -14.8% | |
| Q4 2023 | -3.3% | -3.8% | +8.8% | |
| Q3 2023 | +17.1% | +18.8% | +28.9% | |
| Q2 2023 | -1.3% | -2.6% | -2.9% | |
| Q1 2023 | +0.9% | +7.9% | +8.9% | |
| Q4 2022 | -9.3% | -14.8% | -12.5% | |
| Q3 2022 | +14.3% | +20.9% | +22.3% | |
| Q2 2022 | +1.0% | -8.1% | -26.8% | |
| Q1 2022 | -11.7% | -16.1% | -16.7% | |
| Q4 2021 | +3.2% | -5.5% | +5.4% | |
| Q3 2020 | +18.4% | +26.4% | -17.7% | |
| Q3 2021 | +10.9% | +27.3% | -14.6% | |
| Q2 2020 | -0.3% | +1.8% | +11.8% | |
| Q2 2021 | +2.2% | -2.5% | +10.4% | |
| Q1 2021 | +24.9% | +22.6% | +36.4% | |
| Q4 2019 | -11.1% | -9.5% | -11.2% | |
| Q4 2020 | -3.9% | -8.9% | -24.0% |
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