DoorDash Q3 revenue $1.3B (+45% YoY); record 9M DashPass members; Q4 GOV guidance $10.3-10.7B

DoorDash, Inc.

2021-Q3 EPS reported -$0.94 revenue$3,588,000,000

Revenue $1.28B (+45% YoY), Total Orders 347M (+47%), Marketplace GOV $10.4B (+44%).
GAAP net loss $101M vs $43M loss in Q3 2020; Adjusted EBITDA $86M flat YoY.
DashPass members exceeded 9M, an all-time high; MAU and order frequency also record highs.
Q4 guidance: Marketplace GOV $10.3-10.7B, Adjusted EBITDA $0-100M; continued investment in new verticals.
Price controls impacted revenue by ~$23M in Q3; 65 jurisdictions with controls, down from 108 peak.

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