Quarterly ResultAug 5, 2026, 04:22 PM
DoorDash Q2 Revenue $4.5B, +36% YoY; Adjusted EBITDA $914M
AI Summary
DoorDash reported strong Q2 2026 financial results, with revenue increasing 36% to $4.5 billion and Adjusted EBITDA growing 40% to $914 million. Total Orders and Marketplace GOV also saw significant year-over-year growth. However, GAAP net income attributable to common stockholders decreased by 30% to $200 million. The company provided a positive outlook for Q3 2026, anticipating continued growth in Marketplace GOV and Adjusted EBITDA, while highlighting strategic investments in AI, autonomy, and global technology platforms.
Key Highlights
- Total Orders increased 27% year-over-year to 970 million in Q2 2026.
- Marketplace GOV grew 36% year-over-year to $33.1 billion.
- Revenue increased 36% year-over-year to $4.5 billion.
- GAAP net income attributable to common stockholders decreased 30% year-over-year to $200 million.
- Adjusted EBITDA rose 40% year-over-year to $914 million.
- Free Cash Flow increased 109% year-over-year to $742 million.
- Q3 2026 outlook projects Marketplace GOV between $33.0 billion and $34.0 billion.
- Q3 2026 Adjusted EBITDA is expected to be between $950 million and $1,100 million.
Price Impact
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