)
)
Edge5 Sep 2025
Where to? The Story of Uber
Uber's journey from rule-breaking disruptor to disciplined dual-app giant, now shaping the future of mobility, delivery, and autonomy.
Delivery Hero
Delivery Hero (DHER) investor relations material
Delivery Hero Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary28 Oct, 2026
Executive summary
Q3 orders reached 1,001m, while GMV and revenue growth accelerated to 13.6% and 22.0% YoY LfL; FY26 guidance rose across all four metrics.
Customer-experience investments supported loyalty and growth; nearly €1bn of incremental quarterly revenue over the last year was generated without incremental marketing spend.
Financial highlights
Q3 GMV was €13,934.6m, up 13.6% YoY LfL and 14.4% reported; growth accelerated from 11.3% in Q2.
Q3 revenue was €4,347.9m, up 22.0% YoY LfL and 23.2% reported; growth accelerated from 17.7% in Q2.
Orders rose 11.5% YoY LfL to 1,001m, the first quarter above 1bn.
Revenue growth outpaced GMV growth, supported by quick commerce, AdTech and larger average basket sizes.
Outlook and guidance
FY26 GMV growth guidance raised to 10–12% YoY LfL from 9–11%; revenue growth raised to 18–20% from 17–19%.
FY26 adjusted EBITDA guidance raised to €980–1,020m from €960–1,000m; Free Cash Flow before extraordinary items raised to >€300m from >€250m.
Growth guidance is constant currency, excluding hyperinflation and on a LfL basis; EBITDA and FCF are reported currency and include hyperinflation accounting.
FCF guidance excludes extraordinary M&A cash inflows and extraordinary legal cash outflows, primarily antitrust and rider-related matters.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Delivery Hero
- Global leader in delivery, achieving €49bn GMV, strong growth, and ambitious ESG targets.DHER
Company presentation - Raised 2026 guidance after strong H1 growth, profitability, and Uber's €13bn takeover offer.DHERH1 2026
- Q1 2026 GMV up 8.8%, revenue up 17.8%, with Quick Commerce and strategic review in focus.DHERQ1 2026 TU
- 2025 saw robust growth, margin expansion, and strategic progress, with a strong 2026 outlook.DHERH2 2025
- Record Q4 and FY 2025 growth, margins, and cash flow driven by Quick Commerce and AdTech.DHERQ4 2025 TU
- Q3 2025 delivered strong revenue growth, margin gains, and positive EBITDA in Integrated Verticals.DHERQ3 2025 TU
- Clear MENA leader with rapid growth, strong margins, tech-driven expansion, and major dividends.DHERCMD 2024
- Q3 2024 saw robust growth and raised FY 2024 guidance for GMV, revenue, and free cash flow.DHERQ3 2024 TU
- Adjusted EBITDA soared, revenue growth outpaced GMV, and IPO plans signal strong momentum.DHERH1 2024
Next Delivery Hero earnings date
H2 202625 Mar, 2027
Delivery Hero
Next Delivery Hero earnings date
H2 202625 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Food Delivery Giant
Founded in Berlin, Germany, Delivery Hero is an international company that has become synonymous with the online food ordering and delivery business. Established in 2011, Delivery Hero operates in over 70 countries across Europe, Latin America, Asia, the Middle East, and North Africa. The company provides a platform that allows customers to order from their favorite restaurants and have the food delivered to their doorstep. Alongside restaurant delivery, the company also offers groceries and other goods through some of its platforms. Customers can browse menus, place orders, track delivery, and pay digitally using the Delivery Hero platform, making the entire process hassle-free and convenient.
Born and Bred in Berlin
After starting their journey in Germany, Delivery Hero quickly expanded, both organically and through acquisitions. Their growth strategy was aggressive and primarily focused on acquiring market leaders in the territories they aimed to operate in. The company's first acquisition came in the same year it was founded when it bought Deapizza.de. After this, Delivery Hero set about a steady stream of acquisitions that allowed them to quickly become one of the leading food delivery services globally. Today, they compete with companies such as Deliveroo and DoorDash.
Worldwide Reach
Today, Delivery Hero operates a myriad of brands worldwide, including Foodpanda in Asia, Talabat in the Middle East, and PedidosYa in South America. With the company's acquisition of Yogiyo, South Korea's second-largest food delivery service, it further strengthened its presence in the Asian market. Each of these brands operates under the same principle - to provide an easy and convenient platform that's easy to use for both customers and restaurants. Delivery Hero has partnered with more than 500,000 restaurants globally, offering a comprehensive solution for restaurants looking to offer deliveries for their customers.
The People Delivering The Food
Delivery Hero employs a versatile network of drivers to fulfill their deliveries. These drivers are a mix of full-time, part-time, and freelance workers, providing the flexibility necessary for a company with operations in a number of global markets. Like Uber and other similar companies, many of Delivery Hero’s delivery drivers are employed on a freelance basis and work more or less on their own schedule.