earnings
confidence high
sentiment neutral
materiality 0.80
DoorDash Q1 revenue up 33% to $4.0B, net income slips 5% to $184M
DoorDash, Inc.
2026-Q1 EPS reported
$0.42
revenue$4,036,000,000
- Total Orders up 27% YoY to 933M; Marketplace GOV up 37% to $31.6B.
- GAAP net income fell 5% to $184M; Adjusted EBITDA rose 28% to $754M.
- Q2 2026 guidance: Marketplace GOV $32.4B-$33.4B, Adj. EBITDA $770M-$870M.
- Record DashPass signups and MAU highs; international growth at Deliveroo accelerated.
- Full-year 2026: Adj. EBITDA margin expected to increase slightly, Deliveroo to contribute ~$200M.