NASDAQ$DASH

DoorDash Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

DoorDash's Q1 2024 performance was marked by new quarterly records in Total Orders, Marketplace GOV, and revenue, alongside improved net loss compared to the previous year.

DoorDash reported strong Q1 2024 results, achieving record highs in Total Orders, Marketplace GOV, and revenue, while also reducing its net loss compared to Q1 2023. The company focused on operational execution, expanding local commerce, and increasing long-term growth and profit potential.

  • Total Orders increased by 21% year-over-year to 620 million.
  • Marketplace GOV increased by 21% year-over-year to $19.2 billion.
  • Revenue increased by 23% year-over-year to $2.5 billion, with Net Revenue Margin rising to 13.1%.
  • GAAP net loss improved to $25 million, and Adjusted EBITDA increased to $371 million.

Headline financials

Total Revenue

$2.51B

Previous: $2.04B+23.5%
EPS

-$0.06

Previous: -$0.41+85.4%
Total Orders

620.0M

Previous: 512.0M+21.1%
Marketplace GOV

$19.2B

Previous: $15.9B+21.0%
Capital Expenditures

-$17M

Previous: -$39M+56.4%
Free Cash Flow

-$40M

Previous: -$200M+80.0%
Net Income

-$23M

Previous: -$161M+85.7%
Operating Income

-$61M

Previous: -$171M+64.3%
Gross Profit

-$1.33B

Previous: -$1.07B-24.4%
R&D Expense

$279M

No prior period
Stock-Based Comp

$252M

Previous: $230M+9.6%

Revenue & EPS history

DoorDash · Revenue · Quarterly

$2.51B

Q1 2024+23.5%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

For Q2, DoorDash anticipates Marketplace GOV to be in the range of $19.0 billion to $19.4 billion, and Adjusted EBITDA to be between $325 million and $425 million.

Tailwinds

  • Continued investment in new categories and international markets.
  • Assuming stable key foreign currency rates.
  • Focus on protecting the accessibility and flexibility of dashing.
  • Empowering local merchants to build successful businesses.
  • Serving consumers a high-quality experience.

Headwinds

  • Potential deterioration in consumer spending in any geographies.
  • Increasing international exposure heightens risks associated with operating in foreign markets.
  • Geopolitical and currency risks.
  • New earnings standards in Seattle and New York City are increasing costs to consumers and reducing sales to merchants.
  • Regulations reduced Total Orders by less than 1% in Q1 2024.

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 2024

Historical avgQ1 2024

+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

Earnings price reactions
QuarterReport dateReaction (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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