DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally. The company operates DoorDash Marketplace, Wolt Marketplace, and Deliveroo Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers consumer membership programs, DashPass, Wolt+, and Deliveroo Plus; advertising as a value-added service through its marketplaces; and white-label delivery fulfillment services, as well as services that help merchants establish online ordering, build branded mobile apps, manage reservations…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $4.04B | +33.1% | $184.0M | $0.42 | -4.5% | 50.6% | 4.9% |
| Q4 2025 Dec 2025 | $3.96B | +37.7% | $213.0M | $0.48 | +41.2% | 51.1% | 3.7% |
| Q3 2025 Sep 2025 | $3.45B | — | $244.0M | $0.55 | — | 51.0% | 7.5% |
| Q2 2025 Jun 2025 | $3.28B | — | $285.0M | $0.65 | — | 50.8% | 5.0% |
| Q1 2025 Mar 2025 | $3.03B | — | $193.0M | $0.44 | — | 50.5% | 5.2% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Is DoorDash AI Strategy finally turning AI hype into measurable demand growth that investors can no longer ignore? Maik Kemper Editor in Chief The DoorDash AI Strategy isn’t…
