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DoorDash (DASH)
NASDAQ:DASH
US Market
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DoorDash (DASH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.73
Last Year’s EPS
0.33
Same Quarter Last Year
Moderate Buy
Based on 33 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance of DoorDash's core business with significant growth acceleration and promising new investments. However, the call also highlighted substantial upcoming investments and the associated costs, as well as challenges in new verticals and integration risks with Deliveroo. Despite these challenges, the overall sentiment leans towards optimism with strategic initiatives expected to drive future growth.
Company Guidance
During the DoorDash Q3 2025 earnings call, the company provided guidance on several metrics and strategic investments. Tony Xu, the CEO, and Ravi Inukonda, the CFO, detailed the upcoming fiscal year's focus on building a global tech platform with significant investments peaking in 2026 to align with AI developments and streamline operations across their brands: DoorDash, Deliveroo, and Wolt. This investment aims to consolidate tech infrastructure, enhance AI capabilities, and improve engineering efficiency. Additionally, DoorDash plans to invest in new product initiatives such as DashMart Fulfillment Services and autonomous delivery solutions, emphasizing a multimodal approach to delivery logistics. These investments are projected to improve unit economics, enhance customer retention and engagement, and drive long-term growth. The company's guidance indicated that despite these substantial investments, the EBITDA margin for their existing business, excluding Deliveroo, is expected to slightly increase compared to 2025, underscoring their disciplined capital allocation and growth strategy.
Growth Acceleration
Growth accelerated for the fourth straight quarter, with overall unit economics improving and profit dollars increasing, enabling further reinvestment into the business.
Strong Performance of Core Business
The core business is continuing to do well, with growth exceeding expectations and EBITDA margins expected to be up slightly compared to 2025.
Expansion in Europe
DoorDash plans to expand further in Europe, leveraging the acquisition of Deliveroo and previous success with Wolt, aiming to be the leading local commerce platform in the region.
Advertising Business Growth
The advertising business is growing rapidly, being the fastest to reach $1 billion in annualized revenues, with demand outpacing available ad space.
New Product Investments
Investments in new products such as DashMart Fulfillment Services, autonomous delivery platforms, and a new global tech platform are expected to enhance efficiency and service quality.
Record Subscription Growth
Both DashPass and Wolt+ subscription services had a record quarter in terms of subscriber growth.

DoorDash (DASH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DASH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.73 / -
0.33
Nov 05, 2025
2025 (Q3)
0.68 / 0.55
0.3844.74% (+0.17)
Aug 06, 2025
2025 (Q2)
0.44 / 0.65
-0.38271.05% (+1.03)
May 06, 2025
2025 (Q1)
0.39 / 0.44
-0.06833.33% (+0.50)
Feb 11, 2025
2024 (Q4)
0.34 / 0.33
-0.39184.62% (+0.72)
Oct 30, 2024
2024 (Q3)
0.20 / 0.38
-0.19300.00% (+0.57)
Aug 01, 2024
2024 (Q2)
-0.09 / -0.38
-0.4413.64% (+0.06)
May 01, 2024
2024 (Q1)
-0.03 / -0.06
-0.4185.37% (+0.35)
Feb 15, 2024
2023 (Q4)
-0.13 / -0.39
-1.6576.36% (+1.26)
Nov 01, 2023
2023 (Q3)
-0.40 / -0.19
-0.7775.32% (+0.58)
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
Nov 05, 2025
$238.00
Aug 06, 2025
$258.08$270.99+5.00%
May 06, 2025
$205.40$190.11-7.44%
Feb 11, 2025
$193.09$200.89+4.04%
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 (DASH) report earnings?
DoorDash (DASH) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
    What is DoorDash (DASH) earnings time?
    DoorDash (DASH) earnings time is at Feb 12, 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 2025 (Q4) is 0.73.

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