Doordash, Inc. (DASH)
NASDAQ:DASH
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.65Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong demand and market-share momentum (all-time high MAUs, record subscription engagement, record ads revenue, international acceleration), clear progress on strategic investments (replatforming, AI, autonomy, new verticals) and an intact full-year EBITDA outlook. Short-term headwinds include weather-related GOV impact (~1%), the one-off/near-term cost of the gas rewards program (~$50M per quarter in Q1/Q2), and redundant replatforming costs running through 2026. Management repeatedly highlighted that new initiatives are early but trending well and that they have plans to offset temporary costs. Overall, the positive operational trends, scaling monetization, and on-track strategic investments outweigh the manageable near-term costs and execution risks.Company Guidance
Strong Demand and User Metrics
MAUs reached an all-time high, order frequency is growing, subscription (DashPass and other membership programs) delivered a record quarter, and member growth accelerated year-over-year. Management noted they are gaining share in the majority of markets and that new verticals continue to drive adoption.
Advertising Business at Record Highs
Ads revenue is at a record high and growing very quickly. Management reported expansion into CPG and larger advertisers, improved advertiser ROI, and a low ad-load consumer experience — contributing positively to margins and monetization.
International Momentum (Deliveroo & Bolt)
Deliveroo is experiencing its highest growth rate in four years with month-by-month re-acceleration; Bolt is showing its highest share performance in each country of operation. Management cited strong international share gains and growth near historical highs across geographies.
Replatforming and Tech Investment Progress
The $100 million investment in the global tech infrastructure is on track: domain mapping is complete, production traffic is flowing, early benefits are visible (increased feature velocity and quality). Management expects majority of replatforming work to run through 2026 with benefits for cross-brand feature releases and engineering velocity.
New Verticals Moving Toward Profitability
New verticals are trending toward gross profit positivity in the second half of 2026. Approximately 30% of monthly active users ordered from categories outside restaurants (Q4 reference), and cohort basket sizes and order rates are improving, supporting improving unit economics.
Grocery Market Leadership and Progress
DoorDash became volume share leader in grocery last fall and continues to expand grocery partners and improve selection and accuracy. Management highlighted multiple operational improvements (selection, price, accuracy) driving cohort expansion and higher basket sizes.
Autonomy (Dot) and Fulfillment Initiatives
Autonomy program (Dot) has been launched in a couple of markets and is scaling; management reported 'good results' and progress on hardening systems for scale (hardware, remote ops, regulatory). Dasher Fulfillment Service pilots are live with several grocery/retail partners as the company works to improve inventory/fulfillment for grocery.
AI Productivity Gains
Management reported substantial productivity gains from AI (stating well north of half to ~two-thirds of code is written by AI today), and is using AI for merchant onboarding, support, and internal tools — improving speed and execution of repetitive tasks.
Full-Year Profitability Outlook Unchanged
CFO reiterated full-year 2026 EBITDA view: overall EBITDA margins for 2026 expected to be slightly higher vs. 2025 (excluding RUE), with RUE projected to contribute roughly $200 million of EBITDA. Management expects second-half EBITDA to be higher than first half.
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 |
|---|---|---|---|
May 06, 2026 | $167.97 | $171.35 | +2.01% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Doordash, Inc. (DASH) earnings time?
Doordash, Inc. (DASH) earnings time is at Jul 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 (Q2) is 0.47.
