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DoorDash Airbnb Ant Group
DoorDash

Why it is one to watch: The DoorDash IPO will help us gauge whether it stands to surpass GrubHub in market cap, as well as how food delivery businesses perform when independent of a larger ride-sharing app (i.e. Postmates/Uber; UberEats). 

Expected timing: Q4 / November or December 

Type: IPO

S-1: Filed confidentially in February.

Articles & Briefs
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Briefing
Markets

DoorDash Sets Pricing Range at $25.4 Billion Valuation

Nov. 30, 2020 · 6:13 AM PST
The valuation is 63% above the valuation at which DoorDash raised money this past summer.
Briefing
E-commerce Markets

Airbnb, DoorDash IPO Valuations Expected to Pass $30 Billion, $25 Billion

Nov. 29, 2020 · 8:13 PM PST
Both companies are getting credit for generating positive free cash flows.
The Nasdaq's New York office. Photo by Bloomberg
The Briefing

Wish’s IPO Filing Rounds Out Busy Week: The Information’s Tech Briefing

By The Information Staff · Nov. 20, 2020 5:32 PM PST
E-commerce firm Wish filed to go public on Friday, the fifth high-profile tech firm to do so in the past week, and confirmation that the last few weeks of the year will be a busy time for IPOs. What’s notable is that four of the five companies—Wish, DoorDash, Roblox and Affirm—have enjoyed a burst of faster growth thanks to the... E-commerce firm Wish filed to go public on Friday, the fifth high-profile tech firm to do so in...
Art by Mike Sullivan
Airbnb’s Chesky Takes Far Lower Salary Than Most Tech CEOs at IPO
By Martin Peers · Nov. 20, 2020 9:02 AM PST
Art by Mike Sullivan
Data Point
Markets

Airbnb’s Chesky Takes Far Lower Salary Than Most Tech CEOs at IPO

By Martin Peers · Nov. 20, 2020 9:02 AM PST
Airbnb has distinguished itself on a number of grounds, including the innovative nature of its business model and its ability to turn a profit, at least for a period of time. But it also stands out for how little money its CEO earns, at least in terms of his salary. The travel firm’s initial public offering filing revealed that CEO Brian... Airbnb has distinguished itself on a number of grounds, including the innovative nature of its...
Traders on the floor of the New York Stock Exchange. Photo by Bloomberg
Markets

Airbnb’s IPO Signals That Rigid Lockup Rules Are on the Way Out

By Ross Matican · Nov. 19, 2020 6:01 AM PST · 1 comment
When Airbnb filed to go public on Monday, its IPO prospectus contained a provision that until recently wasn’t common for public offerings: Its employees will be allowed to sell up to 15% of their shares within the first week of trading in December. And they’ll be able to sell even more shares if Airbnb’s stock price trades at a... When Airbnb filed to go public on Monday, its IPO prospectus contained a provision that until...
Airbnb CEO Brian Chesky. Photo by Bloomberg
The Briefing

Airbnb Unveils IPO Filing: The Information’s Tech Briefing

By The Information Staff · Nov. 16, 2020 5:32 PM PST
Airbnb disclosed its IPO paperwork Monday afternoon, setting up what should be a fascinating comparison, in a few weeks’ time, between the public offerings of the travel firm and DoorDash. Investors will get to choose between one company whose business was slammed by the Covid-19 pandemic, and another that enjoyed a bonanza. The former, of... Airbnb disclosed its IPO paperwork Monday afternoon, setting up what should be a fascinating...
DoorDash CEO Tony Xu. Photo by Bloomberg
The Briefing

DoorDash’s IPO Moves Step Closer: The Information’s Tech Briefing

By The Information Staff · Nov. 13, 2020 5:32 PM PST
DoorDash’s IPO filing on Friday painted a portrait of a company long underappreciated now coming into its own. The filing sets the scene for what should be a heavily sought-after IPO in a few weeks’ time, probably occurring around the same time as Airbnb’s offering, of which we expect to hear more details in the next few days.... DoorDash’s IPO filing on Friday painted a portrait of a company long underappreciated now...
Briefing
Markets

DoorDash’s Revenue Rose 226% in First Nine Months, Generating Cash

Nov. 13, 2020 · 6:02 AM PST
DoorDash's revenue rose 226% in the first nine months of this year while the company turned cash flow positive after burning more than half a billion dollars in 2019.
Briefing
Startups COVID-19

Instacart, U.S. Grocery Delivery Leader, Plans Early 2021 IPO

Nov. 12, 2020 · 8:51 PM PST
Late-stage tech firms continue the mad dash to go public
A DoorDash delivery person in Washington D.C. Photo by Bloomberg
Uber/Lyft Markets

Ten Questions for DoorDash’s IPO Investors to Ask

By Amir Efrati · Nov. 12, 2020 7:33 AM PST
DoorDash is a household name that is about to go public, but it has received scant coverage in the U.S. business press compared to another soon-to-go-public firm based in San Francisco—Airbnb. And after years of heavy losses across the food-delivery industry, the prevailing wisdom is that such businesses aren’t a very good bet. That... DoorDash is a household name that is about to go public, but it has received scant coverage in...
The Takeaway
Markets Google

What 2020 Still Has in Store for Tech

By Jessica E. Lessin · Nov. 7, 2020 8:01 AM PST · 1 comment
While the U.S. presidential election is over (sort of), 2020 is not. And assuming that many of you spent the last few days, weeks and, perhaps, months engrossed in Biden vs. Trump, I wanted to remind you of what lies ahead. There is the race for the Covid-19 vaccine, of course. (You probably didn’t forget about that.) As for pure tech... While the U.S. presidential election is over (sort of), 2020 is not. And assuming that many of...
Briefing
Policy Uber/Lyft

Uber, Lyft, DoorDash Win High-Stakes California Ballot Initiative

Nov. 3, 2020 · 10:06 PM PST
A huge sigh of relief for "gig economy" companies.
Instacart workers filling an order at a supermarket in Los Angeles. Photo by Bloomberg
The Briefing

Food Delivery Apps Arm for War: The Information’s Tech Briefing

By The Information Staff · Oct. 8, 2020 5:32 PM PDT
Instacart and GoPuff each announced new fundraisings on Thursday, a sign that food-delivery services are arming themselves with plenty of cash for what looks to be a winter of intense competition. Instacart, which became the market leader during the pandemic, raised $200 million at a valuation of $17.7 billion. That’s a sizable increase... Instacart and GoPuff each announced new fundraisings on Thursday, a sign that food-delivery...
Data Point
Startups Markets

Biggest Startup Markdowns: Magic Leap, WeWork, Airbnb

By Cory Weinberg · Sept. 2, 2020 7:02 AM PDT
Investors in Magic Leap have marked down their stakes in the troubled augmented reality startup by 93%, on average, between the start of the year and the end of June, previously unreported figures show. The dizzying drop makes Magic Leap the private tech firm in which investor sentiment has soured the most in 2020, surpassing hard-hit firms... Investors in Magic Leap have marked down their stakes in the troubled augmented reality startup...
Microsoft CEO Satya Nadella. Photo by Bloomberg
The Briefing

Microsoft’s TikTok Risk: The Information’s Tech Briefing

By The Information Staff · Aug. 20, 2020 5:31 PM PDT
One of the unexplored questions about Microsoft’s interest in TikTok is why it wants to do a deal that would plunge  the company into one of the most controversial political debates of the past few years: how to deal with hate speech and other contentious content. This is a briar patch Microsoft has mercifully avoided up until... One of the unexplored questions about Microsoft’s interest in TikTok is why it wants to do...
Briefing
E-commerce Startups

DoorDash Signs Grocery Store Deals to Expand Grocery Delivery

Aug. 20, 2020 · 6:35 AM PDT
DoorDash's move puts it into more direct competition with Instacart.
Briefing
E-commerce Startups

DoorDash Launches Convenience Item Delivery Service

Aug. 5, 2020 · 7:01 AM PDT
The move will put it in direct competition with SoftBank-backed delivery service GoPuff.
Apple CEO Tim Cook. Photo by Bloomberg
The Briefing

Tech’s Anti-Apple Campaign Builds: The Information’s Tech Briefing

By The Information Staff · June 18, 2020 5:32 PM PDT
This might be what’s called a tech bandwagon. Within two days of news that the European Commission is investigating Apple over its App Store rules, a flood of companies’ complaints about the issue have appeared. It all culminated in a Bloomberg report on Thursday quoting Microsoft president Brad Smith calling for antitrust regulators... This might be what’s called a tech bandwagon. Within two days of news that the European...
A DoorDash delivery person picking up an order in Washington D.C. Photo by Bloomberg.
The Briefing

Instacart, DoorDash Raise Money: The Information’s Tech Briefing

By The Information Staff · June 11, 2020 6:25 PM PDT
What goes up must come down. After the common sense-defying rally of recent weeks, a sell-off was overdue. But the size of the fall—the S&P 500 dropped nearly 6%, while the Nasdaq lost more than 5%—was still surprising. It’s a reminder of just how volatile stocks are likely to remain while the threat of the virus... What goes up must come down. After the common sense-defying rally of recent weeks, a sell-off was...
Briefing
Venture Capital

DoorDash Valuation to Rise 25% in New Equity Funding From Mutual Funds

June 11, 2020 · 3:34 PM PDT
Move may further delay an IPO for the U.S. food delivery leader.