The earnings call highlighted strong growth in key areas such as the U.S. marketplace, advertising revenue, and international expansion. However, challenges like higher operating expenses and complexities in physical delivery systems were noted. Overall, the positive aspects notably outweigh the lowlights, indicating a robust business trajectory.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, DoorDash provided guidance indicating strong performance across various metrics. The U.S. marketplace saw an acceleration in orders year-over-year, driven by DashPass membership growth, increased order frequency, and improvements in personalization and delivery speed. The advertising revenue exceeded $1 billion in annualized revenue run rate, highlighting the rapid scaling of their ads business. Internationally, the company reported all-time highs in monthly active users and order frequency, with Wolt+ subscriptions growing faster than DashPass at a similar stage. The net revenue margin expanded as promised, with expectations for the second half of the year to exceed the first. The call also highlighted improvements in new verticals, showing increased user engagement and order frequency, contributing to strong cohort performance. DoorDash expressed optimism about leveraging AI for operational efficiencies and product enhancements, while also focusing on expanding their Commerce Platform and new initiatives like robotic and drone delivery.

Accelerated Growth in U.S. Marketplace

The U.S. marketplace experienced a year-over-year acceleration in orders, driven by DashPass membership growth, frequency uptick, and product improvements.

Advertising Revenue Surpasses $1 Billion

DoorDash's advertising revenue exceeded a $1 billion annualized run rate, with continued focus on consumer experience and marketplace success.

AI Integration and Enhancements

DoorDash is leveraging AI to improve user experience and operational efficiencies, focusing on consumer product enhancements and internal productivity improvements.

Strong Performance in New Verticals

New verticals exhibited strong growth, with increased selection and improved product quality driving order frequency and cohort engagement.

International Business Expansion

The international segment showed robust growth with higher MAUs, improved unit economics, and the successful rollout of Wolt+ subscription.

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

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DASH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.68 / -	0.38	―	―	―
Aug 06, 2025	2025 (Q2)	0.44 / 0.65	-0.38	271.05% (+1.03)	―
May 06, 2025	2025 (Q1)	0.39 / 0.44	-0.06	833.33% (+0.50)	―
Feb 11, 2025	2024 (Q4)	0.34 / 0.33	-0.39	184.62% (+0.72)	―
Oct 30, 2024	2024 (Q3)	0.20 / 0.38	-0.19	300.00% (+0.57)	―
Aug 01, 2024	2024 (Q2)	-0.09 / -0.38	-0.44	13.64% (+0.06)	―
May 01, 2024	2024 (Q1)	-0.03 / -0.06	-0.41	85.37% (+0.35)	―
Feb 15, 2024	2023 (Q4)	-0.13 / -0.39	-1.65	76.36% (+1.26)	―
Nov 01, 2023	2023 (Q3)	-0.40 / -0.19	-0.77	75.32% (+0.58)	―
Aug 02, 2023	2023 (Q2)	-0.41 / -0.44	-0.72	38.89% (+0.28)	―

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
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%
Oct 30, 2024	$155.25	$156.70	+0.93%

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.