NASDAQ$DASH
DoorDash Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
DoorDash reported strong Q4 2024 results, with revenue increasing 25% YoY to $2.87 billion. GAAP net income improved significantly to $141 million, compared to a loss of $154 million in Q4 2023. Total Orders grew 19% YoY to 685 million, and Marketplace GOV rose 21% YoY to $21.3 billion. Adjusted EBITDA reached an all-time high of $566 million.
Headline financials
Revenue & EPS history
DoorDash · Revenue · Quarterly
$2.87B
Forward guidance
DoorDash expects continued revenue growth in 2025, with Marketplace GOV projected between $22.6B - $23.0B in Q1 2025. Adjusted EBITDA is expected to range from $550M to $600M. The company plans to invest in new categories and international markets while maintaining operational efficiency.
Tailwinds
- Projected Marketplace GOV growth in Q1 2025.
- Expected increase in Adjusted EBITDA margin.
- Continued investment in international expansion.
- Strong consumer engagement with growing order frequency.
- Expanding merchant partnerships and product offerings.
Headwinds
- Potential macroeconomic headwinds affecting consumer spending.
- Increased international exposure brings currency and geopolitical risks.
- Higher expected stock-based compensation expense of $1.1B - $1.2B in 2025.
- Ongoing regulatory and legal risks in various markets.
- Increased investments may pressure short-term profitability.
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 Q4 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
| 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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