Core Insights - DoorDash, Inc. (NASDAQ:DASH) reported a fiscal Q4 2025 revenue of $3.96 billion, reflecting a year-over-year growth of 37.66%, but missed expectations by $31.03 million [1] - The company's earnings per share (EPS) was $1.27, which was $0.02 below the consensus estimate [1] Financial Performance - Total orders in fiscal Q4 2025 increased by 32% year-over-year, reaching 903 million [2] - The Marketplace Gross Order Value (GOV) for the quarter was $29.7 billion, representing a 39% year-over-year growth [2] Future Outlook - For fiscal Q1 2026, DoorDash anticipates Marketplace GOV to be between $31.0 billion and $31.8 billion, with adjusted EBITDA projected in the range of $675 million to $775 million [3] - The company aims to enhance product selection and service quality in 2026 [3]

Core Insights - DoorDash reported fourth quarter results that slightly missed Wall Street's expectations on both earnings and revenue, but total orders exceeded forecasts [1][2] Financial Performance - Earnings per share for the quarter were $0.48, compared to the expected $0.55 [1] - Revenue grew 28% year over year to $3.96 billion, slightly below the nearly $4 billion forecast [2] - Adjusted EBITDA reached $780 million, up 38% year over year and nearly $5 million above estimates [1] Order Metrics - Total orders increased by 32% to 903 million, surpassing the anticipated 888 million [2] - Marketplace Gross Order Value (GOV) was $29.7 billion, exceeding the expected $29.1 billion, driven by new customer growth and increased order rates in the US restaurant category [3] Future Guidance - For Q1 2026, the company expects marketplace GOV to be between $31.0 billion and $31.8 billion, above the Street's forecast of $30.75 billion [4] - Adjusted EBITDA for Q1 2026 is projected to be between $675 million and $775 million, below the Street's prediction of $800 million [4] Stock Performance - Following the results, DoorDash's stock fell as much as 8%, with shares down approximately 20% year-to-date through Wednesday's close [3]

DoorDash Inc. (NASDAQ:DASH) posted weaker-than-expected fourth-quarter earnings, after the closing bell on Wednesday.DoorDash reported quarterly earnings of 48 cents per share, which missed the Street estimate of 60 cents. Quarterly revenue came in at $3.96 billion, which missed the consensus estimate of $3.99 billion and was up from $2.87 billion in the same period last year.DoorDash said it expects the first quarter marketplace gross order value (GOV) in a range of $31 billion to $31.8 billion and adjuste ...

每经AI快讯，2月19日，Doordash美股盘前涨超13%，现报197.45美元。 ...

DoorDash (NasdaqGS:DASH) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker13Hello, everyone. Thank you for joining us, and welcome to the DoorDash Q4 2025 earnings call. After today's opening statement, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, please press star one again. I will now hand the call over to Weston Twigg. Please go ahead.Speaker18All right. Thanks, Elizabeth. Good afterno ...

Core Viewpoint - Doordash's stock fell 10% following disappointing fourth-quarter results and guidance, as the company increases investments in new technology [1] Financial Performance - Revenue for the fourth quarter increased by 38% to approximately $3.96 billion compared to about $2.88 billion last year [2][3] - Total orders grew by 32% year over year, reaching 903 million, while marketplace gross order value rose by 39% to $29.7 billion [2] Earnings and Guidance - Doordash's adjusted EBITDA guidance for the first quarter is projected between $675 million and $775 million, lower than the StreetAccount estimate of $802 million [1] - Earnings per share were reported at 48 cents, below the expected 59 cents [3] - Revenue for the fourth quarter was slightly below the estimate of $3.99 billion [3] Strategic Initiatives - CEO Tony Xu highlighted the company's focus on building new products and systems to enhance user experiences, including a significant project to integrate Doordash, Deliveroo, and Wolt into a single platform [3]

DoorDash Inc (NASDAQ:DASH) shares are trading higher on Wednesday as investors position themselves ahead of the company’s fourth-quarter 2025 earnings report, scheduled for release after the market close.Wall Street analysts expect DoorDash to report quarterly earnings of $0.58 per share, representing a significant year-over-year increase. Revenue for the period is projected to land at approximately $3.98 billion. Technical Factors The stock’s 7.31% jump comes as technical indicators signaled an oversold co ...

Core Insights - DoorDash is strategically positioned to appeal to both higher and lower-income households in a K-shaped economy, where wealth disparity is increasing [1][3][13] Group 1: Economic Context - The U.S. economy is characterized by a K-shaped recovery, with the top 10% of earners accounting for nearly 50% of retail spending as of Q2 2025 [2] - Retail stocks that cater to higher-income consumers are expected to perform better, while those relying on lower-income consumers may face revenue slowdowns [2] Group 2: Company Positioning - DoorDash has been recognized as the fastest growing brand of 2025, particularly gaining traction among Gen X and younger baby boomers, indicating a successful expansion into higher-income demographics [5][6] - The company reported a 15.3% increase in stock value over the past year, outperforming the S&P 500 index, which returned 13.4% [6] Group 3: Customer Demographics - As of 2024, 50% of DoorDash consumers had household incomes below $75,000, and 33% below $50,000, aligning closely with the overall U.S. population [8] - Only 14% of DoorDash consumers earn above $150,000, compared to 21% of the U.S. population [8] Group 4: Affordability Strategy - DoorDash aims to retain lower-income customers by emphasizing affordability, with high ratings for value among consumers earning below $75,000 [9] - Two-thirds of these customers find it easy to order within their budget, and 71% appreciate the promotions and discounts offered by DoorDash [9] Group 5: Customer Retention and Membership - DoorDash has reported strong consumer retention rates, with a year-over-year increase in average retention among mature U.S. cohorts as of Q2 2025 [10] - The DashPass membership, priced at $9.99 per month, has seen significant growth, exceeding the full-year goal for U.S. member additions in the first nine months of 2025 [11] - DashPass members exhibit higher retention and order frequency, indicating that subscription models can enhance customer loyalty and profitability [12]

Core Insights - DoorDash, Inc. (DASH) is a leading commerce platform valued at $92.6 billion, connecting merchants, consumers, and independent contractors through an on-demand food delivery application [1] Financial Performance - Analysts expect DASH to report a profit of $0.58 per share for Q4 2025, a 75.8% increase from $0.33 per share in the same quarter last year [2] - For the full year, EPS is projected to be $2.22, reflecting a significant increase of 665.5% from $0.29 in fiscal 2024, with an expected rise to $3.16 in fiscal 2026, marking a 42.3% year-over-year growth [3] Stock Performance - Over the past 52 weeks, DASH stock has increased by 29.1%, outperforming the S&P 500 Index's gains of 19.3% and the Consumer Discretionary Select Sector SPDR Fund's gains of 11.9% [4] Business Strategy - DoorDash's revenue growth is attributed to increased order frequency and strategic expansion into new verticals such as apparel, grocery, and retail, alongside investments in technology and integration of acquisitions [5] Analyst Ratings - The consensus opinion on DASH stock is bullish, with a "Strong Buy" rating from 29 out of 41 analysts, and an average price target of $278.31, indicating a potential upside of 28% from current levels [7]

Core Viewpoint - A recent Reddit post by a self-identified delivery platform backend developer claimed that algorithms exploit delivery workers, gaining significant attention with over 84,000 upvotes and millions of reads online [1] Group 1 - The post sparked discussions on platforms like HN and X, leading to a public response from DoorDash co-founder Tony Xu [2] - Initially, the online community believed the allegations due to the context of gig economy exploitation [2] Group 2 - A journalist from Platformer, Casey Newton, contacted the whistleblower and identified inconsistencies, such as a misspelling of "information" that raised suspicions [3] - The whistleblower's provided Uber Eats employee ID was confirmed to be AI-generated, with Uber stating that such IDs do not exist [4] - The 18-page "confidential technical document" claimed to support the allegations but was found to be illogical and focused more on regulatory matters than technical architecture, leading to the conclusion that the entire claim was a fabricated AI hoax, corroborated by another outlet, The Verge [6] Group 3 - A recent update revealed that a viral claim about delivery platforms having "42 seconds in a minute" was debunked as a rumor, with the individual responsible facing administrative penalties for spreading false information [9]