DASH
DoorDash, Inc.227.94
+0.96+0.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
98.24BP/E (TTM)
115.12Basic EPS (TTM)
1.98Dividend Yield
0%Recent Filings
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.
8-K
DoorDash seals Deliveroo deal
DoorDash completed its $3.7 billion cash acquisition of Deliveroo on October 2, 2025, via a UK court-sanctioned scheme, paying 180 pence per share to eligible holders. This bolsters DoorDash's global local commerce footprint, merging Deliveroo's operations in nine countries with DoorDash's scale for enhanced service to businesses, consumers, and couriers. Deliveroo will run independently in its markets. Integration carries risks from market uncertainties.
8-K
DoorDash Q2 beats expectations
DoorDash reported stellar Q2 2025 results, with total orders surging 20% year-over-year to 761 million and marketplace gross order value climbing 23% to $24.2 billion, fueling revenue growth of 25% to $3.3 billion. The company swung to GAAP net income of $285 million from a $157 million loss last year, while adjusted EBITDA rose 52% to $655 million, boosted by logistics efficiencies and advertising gains. Orders hit a milestone: 10 billion lifetime globally. Yet, Q3 guidance flags risks from softening consumer demand.
10-Q
Q2 FY2025 results
DoorDash swung to profitability in Q2 FY2025 ended June 30, 2025, posting $3.3B revenue, up 25% y/y and 12% q/q (derived), with operating income of $163M versus a $201M loss last year; gross margin expanded to 49.0% from 45.4%, fueled by logistics efficiencies and ad revenue growth, while diluted EPS hit $0.65 on 438M shares, reconciling to net income of $285M. Key drivers included 23% y/y Marketplace GOV growth to $24.2B and international revenue up 46% y/y to $455M, comprising 14% of total. Acquisitions bolstered capabilities: SevenRooms closed June 13 for $1.2B (mostly cash), adding $845M goodwill and $362M intangibles (amortized over 4-14 years) for reservation tools; Symbiosys added May 28 for $121M (cash/deferred) with $102M goodwill to expand ads. Liquidity strengthened to $6.7B cash/restricted equivalents and $5.7B marketable securities, offset by $2.7B convertible notes (0%, due 2030) and $800M revolver (undrawn, $758M available); free cash flow was $849M YTD, down from $938M y/y due to acquisition outflows. Yet regulatory risks loom from ongoing Dasher classification suits, potentially hiking costs if reclassified as employees.
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