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DoorDash
DoorDash (DASH) investor relations material
DoorDash Q3 2026 & Acquisition earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 & Acquisition earnings summary29 Oct, 2026
Executive summary
Q3 2026 set quarterly records for Marketplace GOV, revenue and net income; growth was supported by membership expansion, product launches and broader selection.
A definitive agreement was signed to acquire Instacart for approximately $17B in equity value, combining grocery software, marketplace demand and logistics capabilities.
Financial highlights
Total Orders rose 28% YoY to 993M; Marketplace GOV increased 36% to $33.9B and revenue rose 34% to $4.616B.
GAAP net income attributable to common stockholders increased 91% to $466M; operating income was $442M versus $258M, and diluted EPS was $1.06 versus $0.55.
Contribution Profit was $1.780B versus $1.268B; Adjusted EBITDA rose 41% to $1.060B from $754M.
Q3 operating cash flow was $994M and Free Cash Flow was $787M, versus $871M and $723M a year earlier.
9M revenue increased 34% to $13.106B; operating cash flow was $2.532B and Free Cash Flow was $1.949B.
Outlook and guidance
Q4 2026 Marketplace GOV outlook is $35.4B-$36.4B and Adjusted EBITDA outlook is $900M-$1.1B.
Instacart synergies are expected to reach $500M or more annually over a multi-year path; investments are expected to exceed synergies in year one, with positive net synergies in year two and beyond.
Instacart closing is targeted for late 2027 or H1 2028, subject to approvals; Grubhub Campus Dining is expected to close by H1 2027.
Re-platforming remains on track for cost and timing, with completion expected in H1 2027; several modules are live, with early benefits in merchant onboarding and customer support.
2026 stock-based compensation and depreciation and amortization are each expected at ~$1.2B; year-end merchant-payment timing is expected to reduce reported Free Cash Flow by $700M-$800M.
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Latest events from DoorDash
- Q2 2026 revenue up 36% to $4.5B, with strong order growth and $2.0B credit facility extension.DASH
Q2 2026 - All proposals passed, including director elections and charter amendment; no Q&A questions submitted.DASHAGM 2025
- All proposals passed, with management reaffirming commitment to service improvement.DASHAGM 2026
- Q1 2026 revenue rose 33% to $4.04B, with record engagement and major acquisitions completed.DASHQ1 2026
- Key votes include director elections, auditor ratification, and executive pay approval.DASHProxy filing
- Director elections, auditor ratification, and executive pay are key focuses, with strong governance.DASHProxy filing
- Q4 2025 delivered 38% revenue growth and record engagement, led by new verticals and tech integration.DASHQ4 2025
- Q2 2024 revenue up 23% to $2.63B, record orders, and margin gains across all segments.DASHQ2 2024
- All proposals passed, directors elected, and no questions were raised during the Q&A.DASHAGM 2024
Next DoorDash earnings date
TomorrowX Summit18 Nov, 2026
DoorDash
Next DoorDash earnings date
TomorrowX Summit18 Nov, 2026
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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.