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DoorDash (DASH) investor relations material
DoorDash Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved accelerated year-over-year growth in revenue, Total Orders, and Marketplace GOV in Q3 2025, with both Marketplace GOV and Adjusted EBITDA exceeding expectations entering the period.
Revenue for Q3 2025 grew 27% year-over-year to $3.45 billion, driven by a 21% increase in total orders and a 25% rise in Marketplace GOV.
Net income attributable to common stockholders was $244 million, up 51% year-over-year.
The acquisition of Deliveroo was completed in October 2025, expanding operations to over 40 countries and more than 50 million MAUs.
Significant investments planned for 2026 in a unified global tech platform, new product launches, and expanding autonomous delivery capabilities.
Financial highlights
Q3 2025 revenue: $3.45 billion (+27% YoY); nine months: $9.76 billion (+24% YoY).
Adjusted EBITDA reached $754 million, a 41% increase year-over-year.
Free cash flow for Q3 2025 was $723 million, up from $444 million in Q3 2024.
Gross profit margin improved to 49.0% in Q3 2025 from 47.4% in Q3 2024.
Ads business reached $1 billion in annualized revenue, growing at high incremental margins.
Outlook and guidance
Management expects continued growth in revenue and order volume, supported by international expansion and new service offerings.
2026 will see a major step-up in tech platform investments, with temporary cost increases as new systems are deployed.
Q4 2025 guidance: Marketplace GOV of $28.9–$29.5 billion and Adjusted EBITDA of $710–$810 million.
Deliveroo expected to contribute ~$45 million to Adjusted EBITDA in Q4 2025 and ~$200 million in 2026.
Sufficient liquidity is anticipated for at least the next 12 months, with $5.0 billion available under the share repurchase program.
Deliveroo's 2026 EBITDA before accounting alignment?
U.S. new verticals: path to positive unit economics?
Global tech platform: 2026 investment & benefits?
Expand on global tech platform's AI integration
Deliveroo: Product improvement strategy
DashMart Fulfillment Services: Scaling timeline
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Next DoorDash earnings date
Morgan Stanley 25th European Technology, Media & Telecom Conference13 Nov, 2025
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Frequently asked questions
Hot dishes straight to your door
DoorDash is a on-demand food delivery platform founded in 2013 that connects customers with local restaurants and eateries. DoorDash enables users to order meals and have them delivered directly to their doorsteps. The company operates through a mobile app and website, providing a seamless ordering experience. By making it easy and convenient to order, DoorDash has become a mainstay in many consumers' day-to-day life.
Home sweet home
Even if home delivery options for takeout food have been around for quite some time, the demand for the service has experienced significant growth in recent years. Consumers now have more options than ever to enjoy restaurant-quality meals in the comfort of their own homes. Services like DoorDash and Deliveroo have emerged as winners when demand has surged, offering a convenient solution for customers to access a wide variety of options from local restaurants. This shift in consumer behavior has prompted restaurants to partner with delivery platforms in order to capitalize on the increased demand.
Something for all tastes
DoorDash's ordering platform enables customers to effortlessly browse a variety of local restaurants, view menus, and select their desired dishes. With a user-friendly interface, customers can customize their orders, provide specific instructions for the restaurant, and pay for their food. Once the order is confirmed, a delivery driver is assigned to pick up the food from the restaurant and deliver it directly to the customer's location. Throughout the process, customers can track their order's status in real-time in a similar way to how UPS and other shipping companies provide tracking information for packages.
Home delivery heroes
In a similar fashion to how Uber finds their drivers, DoorDash connects with independent contractors, known as Dashers, to handle the delivery of food orders. These Dashers work on their own schedules and use their own mode of transportation to pick up orders from restaurants and deliver them to customers. Dashers rely on the DoorDash app to receive delivery requests, track the order status, and navigate to the designated locations efficiently.Through this network of contractors, DoorDash ensures timely and convenient food delivery services for its customers.
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