DoorDash

DoorDash reported Q2 2026 (quarter ended June 30, 2026) revenue of $4.5 billion ($4,454 million), up 36% year-over-year, including the Deliveroo acquisition; excluding Deliveroo, revenue rose 24%. GAAP net income attributable to common stockholders was $200 million, down 30% year-over-year from $285 million, while Adjusted EBITDA (a non-GAAP measure) was $914 million, up 40%. Total Orders reached 970 million (up 27%, or 17% excluding Deliveroo) and Marketplace GOV was $33.1 billion (up 36%, or 23% excluding Deliveroo). Operationally, the company cited U.S. DashPass membership growth, SevenRooms new signed venues up over 100% year-over-year, and digital ordering revenue up over 40%. Dot robots and DoorDash Air received FAA Part 135 certification. Q3 2026 guidance calls for Marketplace GOV of $33.0–34.0 billion and Adjusted EBITDA of $950–1,100 million. The company also expects 2026 stock-based compensation of $1.2–1.3 billion and D&A of $1.1–1.2 billion, and year-end merchant payment timing to reduce 2026 Free Cash Flow by $700–800 million. The company also described a global technology platform expected to be fully rolled out in the first half of 2027.

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