DASH
DoorDash, Inc.227.94
+0.96+0.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guide, intl surges
Q&A reaffirmed unchanged 2026 EBITDA guidance and ROO's $200M contribution amid tech replatforming costs mostly front-loaded in '26 but spilling modestly into '27. Deliveroo exceeded expectations, growing faster at same profit levels while gaining share; new verticals unit economics turn positive in H2 via scale, density, larger baskets. Autonomy platform tests expand to suburbs; agentic AI seen as top-of-funnel, not threat to end-to-end execution. Competition untroubled, grocery growth robust versus Amazon. DoorDash builds local commerce OS. Investors eye investment returns, international momentum.
Key Stats
Market Cap
98.24BP/E (TTM)
115.12Basic EPS (TTM)
1.98Dividend Yield
0%Recent Filings
10-K
FY2025 results
DoorDash delivered FY2025 ended December 31, 2025 with Marketplace GOV surging 27% y/y to $102B on 3.2B Total Orders, up 23%, fueled by consumer growth and Deliveroo integration. Revenue climbed 28% to $13.7B at steady 13.4% net margin, while Contribution Profit hit $4.8B (4.7% of GOV, up from 4.3%). Q4 momentum shone through accelerating order growth and logistics efficiencies, driving Adjusted EBITDA to $2.8B (2.7% of GOV). Free cash flow held at $1.8B amid capex for tech and capacity; $5B buyback authorization unused. $6.3B liquidity cushions $2.7B debt due 2030. Dasher reclassification risks threaten quarterly costs.
8-K
Q4 GOV surges 39%
8-K
DoorDash adds Tesla robotics vet
DoorDash expanded its board to 11 members and appointed Milan Kovac, ex-Tesla VP of Optimus robotics and Autopilot, as Class III director effective January 16, 2026. Kovac joins the Nominating and Corporate Governance Committee, bringing AI, autonomy, and robotics expertise to fuel platform innovation in local commerce and logistics. His $300,000 awards mark standard pay hikes. DoorDash bets on his skills amid tech push.
10-Q
Q3 FY2025 results
DoorDash posted solid Q3 FY2025 results, with revenue climbing 27% year-over-year to $3.4B, fueled by 25% Marketplace GOV growth to $25.0B and stronger advertising take. Operating income jumped to $258M from $107M a year ago, while diluted EPS rose to $0.55 on 442M shares, reconciling neatly with net income of $244M. Acquisitions like SevenRooms (closed June 2025 for $1.2B cash/deferred, adding $881M goodwill and $365M intangibles over 4-14 years) and Symbiosys bolstered the Commerce Platform, yet integration costs linger. Liquidity shines with $5.1B in cash and equivalents plus $739M revolver availability, offset by $2.7B convertible notes due 2030 at 0% interest. Free cash flow hit $1.6B YTD, up from $1.4B. But fierce rivalry from Uber Eats and regulatory heat on Dasher classification could crimp margins.
8-K
DoorDash Q3 beats, Deliveroo acquired
DoorDash reported Q3 2025 results with Marketplace GOV surging 25% year-over-year to $25.0 billion, revenue climbing 27% to $3.4 billion, and Adjusted EBITDA jumping 41% to $754 million. Total Orders hit 776 million, up 21%, fueled by U.S. restaurant growth and new verticals expansion. The October 2 closure of the Deliveroo acquisition for £2.8 billion equity value bolsters global reach across 40 countries. Q4 guidance projects $28.9-$29.5 billion Marketplace GOV and $710-$810 million Adjusted EBITDA, yet integration risks loom.
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