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DoorDash (DASH) investor relations material
DoorDash Morgan Stanley 25th European Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 25th European Technology, Media & Telecom Conference summary13 Nov, 2025
Core business performance and growth
U.S. business and restaurant segment showed accelerated growth for the fourth consecutive quarter, with significant gains in market share and operational metrics such as monthly active users and order frequency.
Older and newer customer cohorts are engaging more, driven by sustained investments and operational efficiency, with a focus on reinvesting for long-term durable growth.
Retention rates outpace peers due to ongoing improvements in selection, quality, and affordability, leading to faster growth and share gains.
Investment strategy and technology platform
Ongoing incremental investments, consistent with prior years, target three main areas: replatforming tech infrastructure, software, and autonomy.
Tech replatforming aims to unify engineering efforts across brands, embed AI capabilities, and improve feature velocity, with modular rollouts starting in 2026.
Software investments include partnerships (e.g., SevenRooms) and enhancements to digital ordering and merchant services.
Autonomy efforts focus on building an autonomous delivery platform, combining first-party and third-party solutions for efficient logistics.
Product innovation and customer experience
Product improvements such as faster delivery, fewer defects, and features like DoubleDash drive higher retention and order frequency.
AI and personalization are prioritized to enhance consumer experience, with a focus on both digital and physical aspects of service.
Subscription products like DashPass and Wolt Plus show strong adoption, higher retention, and increased order frequency, with learnings accelerating uptake in new markets.
When will tech stack replatforming impact growth?
What learnings from Wolt apply to Rue growth?
How does DoorDash mitigate AI agent disintermediation?
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Next DoorDash earnings date
Q4 202513 Feb, 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.
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