DoorDash Q3 revenue up 27% YoY to $3.45B, GAAP net income $244M, raises guidance

DoorDash, Inc.

2025-Q3 EPS reported $1.65 revenue$9,762,000,000

Total Orders rose 21% YoY to 776M; Marketplace GOV up 25% YoY to $25.0B.
Adjusted EBITDA grew 41% YoY to $754M, exceeding expectations.
Q4 2025 guidance: Marketplace GOV $28.9B-$29.5B; Adj. EBITDA $710M-$810M.
Acquisition of Deliveroo closed Oct 2 for £2.8B equity value; contributes ~$45M to Q4 Adj. EBITDA.
Plans to invest several hundred million $ more in new initiatives and platform in 2026.

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