DoorDash Winding Down Deliveroo and Wolt Operations in Four Countries
DASH exits four countries under Deliveroo and Wolt to refocus on growth markets as orders and GOV surge and Q1 outlook signals strong revenue gains.
DoorDash: Growth Isn't Free
DoorDash fell out of the market's good graces after the Q3 print, when management flagged a higher investment cycle as it penetrates European markets and launches a tech overhaul. Late last week, DoorDash reported Q4 results, missing on top and bottom lines but reviving market confidence in potential pay-offs to the investment cycle. Total orders for the quarter were up 32%, and GOV was up 39% from the year-ago winter quarter, outpacing expectations and fueling a post-earnings stock rebound.
Restaurant reservation wars heat up as DoorDash enters the arena with Resy, OpenTable
The battle to bring restaurant reservations online has been brewing for more than a decade between Resy and OpenTable. Now DoorDash, UberEats and credit card partnerships are ramping up the market share grab.
DoorDash to Wind Down Deliveroo, Wolt Operations in Four Countries
The delivery giant said it will wind down delivery services across Qatar, Singapore, Japan and Uzbekistan.
DoorDash Rebound Signal: Analysts See Double-Digit Upside From Here
DoorDash NASDAQ: DASH triggered a rebound with its 2026 guidance update, and the upside will run into double-digits. Based on analysts' forecasts, the minimum is 20% at the low end of their range, and the consensus level is more than 40% above the critical support target.
DoorDash: The Netflix Of Food Is A Sneaky AI Beneficiary
DoorDash remains robustly profitable on a GAAP basis and is investing in an integrated platform, positioning itself as a clear AI beneficiary. DASH posted 39% YoY GOV growth to $29.7 billion, guided for up to $31.8 billion GOV, and expects margin improvement in H2 as tech stack integration completes. Despite competitive threats from Amazon and others, DASH's long-term growth runway and potential for 20%+ GAAP net margins support a "Buy" rating.
Doordash stock rallies as investment cycle starts showing signs of a payoff
Wall Street managed to shake off Doordash's disappointing fourth-quarter results and guidance. Analysts said the company's unit economics are improving, especially in new verticals like grocery and retail.
DoorDash Q4 Earnings Miss Estimate, Revenues Increase Y/Y, Shares Rise
DASH posts a Q4 earnings miss as revenues jump 38% year over year and orders surge, yet shares climb nearly 7% on strong GOV and profit growth.
DoorDash shares recover to trade 9% higher after initial post-earnings plunge
DoorDash Inc (NYSE:DASH) shares were up 9% ahead of the opening bell on Thursday, reversing a sharp sell-off triggered by disappointing fourth-quarter results from the food delivery platform. The stock initially plunged 10% after the company missed analyst expectations on both earnings and revenue, reporting earnings per share of 48 cents against forecasts of 59 cents, with revenue of $3.96 billion falling short of the $3.99 billion expected.
DoorDash, Inc. (DASH) Q4 2025 Earnings Call Transcript
DoorDash, Inc. (DASH) Q4 2025 Earnings Call Transcript
DoorDash Q4 Earnings Highlight Deliveroo and Agentic AI Push
DoorDash used its fourth-quarter earnings call to make a broader point about where it sees the next leg of competition: not just in meal delivery, but in owning the software and logistics stack that powers local commerce.
DoorDash's CEO says he's got an edge on Amazon in groceries
DoorDash has a key advantage over Amazon in grocery delivery, CEO Tony Xu said Wednesday. The delivery service offers a wider variety owing to its myriad partnerships with grocers, Xu said.
