Position doing the winning: current wins credited to a standing already held, with more arriving over it
The model's full reasoning — Q3 2023 call → NOWe need to determine if management explains current wins as flowing from a standing the company already holds, and if more business is arriving over that same standing without a proportional new push. The transcript shows Tony Xu and Ravi Inukonda discussing growth drivers. They attribute growth to product improvements, selection, quality, affordability, customer support, and investments made over years. They mention that the company has built a network, a large user base, and a strong marketplace. They say that customers come to DoorDash because of the platform's position, and that new verticals and international are growing. They also mention that the company is still early in its innings and has a long runway. The key is whether they credit a standing (like an installed base, network, or position) as the cause of current wins, and whether more is arriving over that standing. They say: "we have over 100,000 stores on the platform that are outside of restaurants" and "almost half of new customers that come into the industry in the U.S. come to DoorDash first." They also say that the company's growth is due to product improvements and that they are seeing strong cohort performance. They emphasize that the company's position (marketplace, network, user base) is driving growth. They also say that they are investing in product and that the growth is a result of years of work. They do not attribute wins to a fresh sales push but to the standing they have built. They also say that more business is arriving over that standing: "we are seeing customers continuing to cross-shop across different categories quite naturally and those numbers continue to increase." They also mention that the company's growth is accelerating. So the answer seems to be YES. However, we need to check if they explicitly say that the standing is the cause of current wins and that more is arriving over it. They say: "it's really the result of product improvements we've made" and "we've continued to improve the quality of service" etc. That sounds like effort-based. But they also say: "we have a network of consumers. We have a network of Dashers already built out, and that's allowing us to improve unit economics at a much faster pace." That is a standing. They also say: "our goal is to grow and to empower local economies" but that's not specific.
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|---|---|---|---|---|
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EXFY · Q2 2022 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and that more is arriving over that same standing without a new ...YES The transcript shows management crediting their pre-existing bottom-up adoption model and differentiated platform position (already in place since day one, with SMB focus and unique acquisition mechanics) as the operative cause of current wins. This is evident in statements like the model being "overwhelmingly driving the success of our business" and competitors routing customers to them due to the same standing. Further business is conveyed as already arriving through the same position, with trends continuing and the best quarter ever achieved on that foundation, even as they note additional investments in sales and conferences.
FTHM · Q1 2023 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and if more business is arriving over that same standing without...YES The transcript shows management crediting the company's pre-existing low-cost flat-fee model, owned technology, and culture-driven retention as the durable standing already in place that is generating current wins (market share gains, 18% agent growth, 60% of March referrals, and transaction resilience vs. peers). They describe these as flowing directly from that standing rather than fresh effort, while conveying continuation through the referral program's ongoing positive impact and the model's ability to draw more agents without proportional new marketing push.
ORAN · Q2 2018 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and that more is arriving over that same standing without a new ...YES The transcript shows management repeatedly tying current wins (net adds, ARPU growth, EBITDA expansion) directly to a pre-existing durable position: the #1 convergent operator status already achieved through prior leadership in fixed/mobile networks and fiber rollout, plus the installed base of 10.