earnings
confidence high
sentiment positive
materiality 0.80
DoorDash Q4 revenue up 38% to $4.0B; GAAP net income up 51% to $213M; Q1 guidance GOV $31.0-31.8B
DoorDash, Inc.
2025-FY EPS reported
$2.13
revenue$13,717,000,000
- Total Orders 903M (+32% YoY); Marketplace GOV $29.7B (+39% YoY).
- Adjusted EBITDA $780M (+38% YoY); net income margin 0.7% of GOV.
- Q1 2026 guidance: GOV $31.0-31.8B, Adj EBITDA $675-775M; Deliveroo contribution expected <$25M.
- Full-year 2026 Adj EBITDA % of GOV seen slightly up (ex-Deliveroo); Deliveroo ~$200M contribution expected.
- Stock-based comp ~$1.3-1.4B; D&A ~$1.1-1.2B for 2026.