2022-07-26 02:49
因为美国的医疗系统政策很成熟且复杂,利益分配很固化,不是随便一个什么tech什么大厂靠钱就能搞成的。
$Doordash(DASH)$ 22q1
Order 23%, GOV 25%, Revenue 35%.
Q1 2022 was our largest quarter for new consumer acquisition since Q1 2021, and Dasher supply remained healthy throughout the quarter.
指引:
营收如果take rate 12%,就是6b,22% yoy。
业务分析: