FINWIRES · TerminalLIVE
FINWIRES

DoorDash第一季獲利超出預期,會員註冊量創歷史新高

By

-- DoorDash (DASH) 週三晚間公佈的第一季財報超出華爾街預期,這家外送公司會員註冊量創下歷史新高。 截至3月的第一季,DoorDash每股收益從去年同期的0.44美元降至0.42美元,而營收成長33%至40.4億美元。 FactSet調查的分析師先前預期該公司每股收益為0.36美元,營收為41.5億美元。 DoorDash股價在盤後交易飆升12%。截至週三收盤,該股今年以來累計下跌約26%。 該公司在一份聲明中表示:“2026年第一季度,持續的產品改進和健康的消費者需求趨勢推動了會員註冊量創下歷史新高,月活躍用戶數也創下新高,並且我們旗下所有平台的用戶參與度都很高。” 該公司表示,受註冊量成長和用戶流失率下降的推動,美國DashPass會員成長加速。在國際市場,DashPass、Wolt+ 和 Deliveroo Plus 的會員數量也有所增加。 DoorDash 於 2025 年 10 月收購了英國外送公司 Deliveroo。 其平台總訂單價值(包括稅金、小費和會員費在內的所有訂單總價值)年增 37%,達到 316 億美元,高於先前預期的 315 億美元。 DoorDash 表示,訂單量成長 27%,達到 9.33 億筆,主要得益於消費者數量的增加。市場先前預期訂單總量為 9.541 億筆。 DoorDash 預測第二季平台總訂單價值將在 324 億美元至 334 億美元之間,高於市場預期的 324.3 億美元。

Related Articles

Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Teradata Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $35 from $44 on a forward P/E of 13x our 2026 EPS forecast of $2.66, below its five-year average. We increase our 2026 EPS projection to $2.66 from $2.60, and lift our 2027 EPS estimate to $2.89 from $2.74. Total revenue grew 6% Y/Y to $444 million (4% in constant currency), driven by stronger-than-expected recurring revenue of $400 million, up 12% Y/Y (9% in constant currency), from higher upfront on-premise subscription term licenses. Total ARR increased 3.5% to $1.492 billion, while public cloud ARR grew 13% to $686 million, supported by solid retention rates and accelerating demand for hybrid capabilities driven by security and sovereign AI requirements. Q1 results continue to show recovery, and we remain optimistic on its AI opportunity and core ARR growth from new offerings, improved go-to-market execution, and resonance of its hybrid deployment model for customers scaling their AI use. Margin expansion is also a positive, although higher memory prices are a watch area.

$TDC
Research

Research Alert: Tou Q1: Record Q1 Production, Raises 2026-2027 Fcf Outlook To Cad0.9b Annually

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TOU reported Q1 production of 666,089 boe/d within guidance despite capital deferrals, with net earnings surging to CAD657.6M from CAD212.7M prior year. Cash flow declined 10% to CAD862.2M on lower North American gas prices, though free cash flow increased 36% to CAD202.0M benefiting from CAD350M capital reduction. TOU's scale and marketing diversification should pay off in coming quarters, with hedging covering 930 mmcf/d for remainder of 2026 at CAD5.13/mcf and 45% of propane receiving AFEI pricing that has appreciated 25% since late February. Management updated 2026/2027 free cash flow guidance to approximately CAD0.9B annually. Well performance continued outpacing historical averages with NEBC Montney wells up 13% and Alberta Deep Basin wells up 6% versus 2020-2025 averages. The company plans to drill 280 net wells in 2026 with CAD200M of additional capital identified for potential deferral, maintaining multi-decade development inventory with only 15.4% of drilling inventory booked.

$TOU
Asia

Santana Minerals Unit Secures OIO Approval to Acquire Land for South Island Gold Project

Santana Minerals' (ASX:SMI, NZE:SMI) wholly owned subsidiary, Matakanui Land, has been approved by New Zealand's overseas investment office (OIO) to acquire land across Bendigo and Ardgour stations, clearing the way for the company's proposed gold mining project, according to a Thursday filing with the Australian and New Zealand bourses.The approval includes 797 hectares at Bendigo station for mining infrastructure and pits, 92 hectares for a proposed Bendigo sanctuary, and 2,880 hectares at Ardgour station for processing facilities, tailings storage, offices, and ecological offset areas, per the filing.The project is expected to attract more than NZ$500 million in investment over 13 to 14 years, generate about 350 full-time jobs, increase exports, and strengthen the local economy, the filing said.The OIO consent key conditions include full settlement by December, securing resource consent by March 2035, and investing NZ$250 million in development within five years of receiving consent.The company expects to meet these requirements, with a final decision under the fast-track approvals act due in October and initial gold production planned for early 2028, the filing added.

$ASX:SMI$NZE:SMI