earnings
confidence high
sentiment positive
materiality 0.80
DoorDash Q2 revenue $4.5B (+36% Y/Y), orders 970M (+27%), adj. EBITDA $914M (+40%)
DoorDash, Inc.
- Revenue $4.5B (+36% Y/Y); Total Orders 970M (+27% Y/Y); Marketplace GOV $33.1B (+36% Y/Y).
- GAAP net income $200M (-30% Y/Y); Adjusted EBITDA $914M (+40% Y/Y, above expectation).
- Excluding Deliveroo, revenue +24% Y/Y, GOV +23% Y/Y, orders +17% Y/Y.
- Q3 2026 guidance: Marketplace GOV $33.0-34.0B; Adjusted EBITDA $950M-$1.1B.
- U.S. DashPass members grew significantly; DashPass placed ~75% of U.S. grocery/retail orders.