earnings
confidence high
sentiment neutral
materiality 0.75
Q4 revenue up 34% to $1.3B, net loss $155M; Q1 EBITDA guidance $0-50M
DoorDash, Inc.
2021-FY EPS reported
-$1.39
revenue$4,888,000,000
- Revenue $1.3B (+34% YoY), Total Orders 369M (+35%), Marketplace GOV $11.2B (+36%)
- GAAP net loss $155M vs $312M a year ago; Adjusted EBITDA $47M (0.4% of GOV) down from $94M
- Monthly active users >25M (+22% YoY); DashPass members >10M
- Q1 2022 guidance: Marketplace GOV $11.4-11.8B, Adjusted EBITDA $0-50M
- FY 2022 guidance: Marketplace GOV $48-50B, Adjusted EBITDA $0-500M; Wolt acquisition expected to close 1H 2022