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AI brief of an SEC Form 8-K · DoorDash (DASH)

DoorDash Q3 revenue rises 27% to $3.4 billion; net income up 51% to $244 million

Positive Impact 3 of 5 earnings Written later

DoorDash reported third-quarter 2025 results for the quarter ended September 30, 2025, with revenue up 27% year over year to $3.4 billion and GAAP net income attributable to common stockholders up 51% to $244 million. The company gave fourth-quarter 2025 guidance of $28.9 billion to $29.5 billion for Marketplace GOV and $710 million to $810 million for Adjusted EBITDA, and said it expects to invest several hundred million dollars more in 2026 than in 2025. Results include the Deliveroo acquisition, which closed on October 2, and as of November 4 the company had not repurchased any shares under its $5.0 billion February 2025 authorization.

Key points

  • Total Orders rose 21% year over year to 776 million, and Marketplace GOV rose 25% to $25.0 billion.
  • Adjusted EBITDA rose 41% year over year to $754 million, but GAAP net income fell from $285 million in Q2 2025 to $244 million.
  • Q4 2025 outlook: Marketplace GOV of $28.9 billion to $29.5 billion and Adjusted EBITDA of $710 million to $810 million.
  • Deliveroo is expected to contribute approximately $45 million to Adjusted EBITDA in Q4 2025 and approximately $200 million in 2026.

The filing

CompanyDoorDash (DASH)
Form8-K, current report
Filed with the SECNov 5, 2025, 4:09 PM ET
Accession number0001792789-25-000018

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.