Form 10-Q · Quarterly report

DoorDash 10-Q, filed Oct 30, 2026

Filed
CIK
0001792789
Accession no.
0001792789-26-000070
AI-generated summary

Summary

DoorDash reported third-quarter 2026 total orders of 993 million and revenue of $4.6 billion, with net income attributable to common stockholders of $466 million. The company said order growth was driven primarily by growth in consumers and the acquisition of Deliveroo plc.

Key points

  • Total Orders rose 28% year over year to 993 million, Marketplace GOV rose 36% to $33.9 billion, and revenue rose 34% to $4.616 billion.
  • Net income attributable to common stockholders was $466 million, Adjusted EBITDA was $1.06 billion, and Free Cash Flow was $787 million.
  • DoorDash completed its conversion from a Delaware corporation to a Nevada corporation on September 18, 2026.
  • DoorDash said the Total Orders increase was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

From the filing

Item 2. Management's Discussion Overview Our mission is to grow and empower local economies. We aim to do this by providing services that reduce friction in local commerce and help merchants better connect with consumers in their communities. Our primary offerings include the DoorDash Marketplace, the Wolt Marketplace, and the Deliveroo Marketplace (together, our "Marketplaces"), and our Commerce Platform. Our Marketplaces operate in over 40 countries and provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order…

An excerpt of the text as filed with the SEC, cut for length.

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