earnings
confidence high
sentiment positive
materiality 0.90
DoorDash Q1 2025: Record $193M GAAP net income; announces $1.2B SevenRooms acquisition and Deliveroo offer
DoorDash, Inc.
2025-Q1 EPS reported
$0.44
revenue$3,032,000,000
- Q1 revenue $3.03B (+21% YoY), Total Orders 732M (+18% YoY), Marketplace GOV $23.1B (+20% YoY).
- GAAP net income $193M vs loss $23M in Q1 2024; Adjusted EBITDA $590M (+59% YoY).
- Announced agreement to acquire SevenRooms for ~$1.2B cash; expects close in H2 2025.
- Formal offer to acquire Deliveroo for 180p/share (~£2.9B equity); expects close Q4 2025.
- Q2 2025 guidance: Marketplace GOV $23.3-$23.7B, Adjusted EBITDA $600-$650M.