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Doordash, Inc. (DASH)
NASDAQ:DASH
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.37Last Year’s EPS
0.44Same Quarter Last Year
Strong Buy
Based on 30 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strategic growth vectors (Deliveroo integration, rapid expansion of new verticals, DashPass momentum, accelerating Ads and autonomy pilots) and reiterated unchanged full-year EBITDA expectations with ROO contributing ~$200M. Management acknowledged near-term costs and phasing headwinds — notably 2026 investment load, Q1 ROO phasing, winter-storm impacts (~$20M) and temporary redundancy from running multiple tech stacks — but presented concrete paths to margin improvement (unit economics turning positive in new verticals, contribution positivity in international ex-ROO in H2, and long-term efficiency gains from replatforming). Overall, the positives — broad user engagement, accelerating non-restaurant adoption (30% of MAUs), ad monetization gains (Symbiosis doubled advertisers and tripled spend), and tangible progress on autonomy and tech consolidation — materially outweigh the short-term execution and investment headwinds.Company Guidance
Deliveroo Acquisition Off to a Strong Start
Deliveroo integration is accelerating: Deliveroo is growing faster post-close at the same profit contribution expected pre-acquisition, gaining share in its largest markets, and total orders accelerated in the December quarter.
Clear EBITDA Guidance and ROO Contribution
Full-year 2026 EBITDA margin expected to be slightly up versus 2025 (excluding ROO); ROO (new initiative) forecasted to produce approximately $200 million of EBITDA for the full year.
New Verticals (Retail & Grocery) Rapid Growth and Improving Unit Economics
New verticals had a very strong quarter and year — DoorDash is the fastest-growing third‑party player in the U.S. grocery/retail category; roughly 30% of MAUs in the U.S. already order outside restaurants. Company expects retail & grocery to be unit-economic positive in the second half of 2026.
Large and Engaged User Base; DashPass Momentum
MAUs cited at ~56 million (and over 100 million annual customers); DashPass had a record year and quarter, driving higher retention, increased order frequency and strong profit-dollar production from subscribers.
Ads Business Expansion — Symbiosis Early Success
Ads business grew quickly in 2025. Symbiosis integration shows strong early results: number of advertisers doubled and advertiser spend tripled for that product. Smart Campaigns (always-ROI-positive ads) gaining traction as well.
Tech Replatform Will Improve Velocity and Efficiency
DoorDash plans to consolidate multiple tech stacks into a global stack with the majority of work expected to be completed in 2026. Management expects faster feature rollout, reduced duplication across markets, and improved developer efficiency once consolidated.
Autonomy Progress and Live AV Deliveries
Active live autonomous vehicle (AV) deliveries are underway; Dot is purpose-built to serve suburbs and other AV/drone projects target more rural and longer-distance deliveries. Management emphasizes an orchestration platform for mixed deliveries (AVs + Dashers).
Storefront and SevenRooms Integration Driving Merchant Value
SevenRooms integration has accelerated venue onboarding (management cited ~50% faster post-acquisition), demonstrating merchant-software synergies and improved CRM/retention tools for restaurants.
DASH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DASH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $173.38 | $176.19 | +1.62% |
Nov 05, 2025 | $238.00 | $196.46 | -17.45% |
Aug 06, 2025 | $258.08 | $270.99 | +5.00% |
May 06, 2025 | $205.40 | $190.11 | -7.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Doordash, Inc. (DASH) report earnings?
Doordash, Inc. (DASH) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Doordash, Inc. (DASH) earnings time?
Doordash, Inc. (DASH) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DASH EPS forecast?
DASH EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.
