Early Access

10-QPeriod: Q3 FY2025

DoorDash, Inc. Quarterly Report for Q3 Ended Sep 30, 2025

Filed November 6, 2025For Securities:DASH

Summary

DoorDash, Inc. reported strong financial results for the third quarter of 2025, demonstrating significant year-over-year growth across key metrics. Revenue increased by 27% to $3.45 billion, driven by a 25% rise in Marketplace Gross Order Value (GOV) to $25.0 billion, reflecting continued consumer engagement and order volume growth. The company also saw a notable improvement in profitability, with income from operations reaching $258 million, up from $107 million in the prior year's quarter. This operational leverage contributed to a substantial increase in net income attributable to common stockholders, which rose to $244 million from $162 million, with diluted earnings per share improving to $0.55 from $0.38. Operationally, the company expanded its reach with a 21% year-over-year increase in Total Orders to 776 million. Key financial metrics such as Contribution Profit and Adjusted EBITDA also saw robust growth, indicating effective cost management and operational efficiency. Furthermore, DoorDash generated strong Free Cash Flow of $723 million in the third quarter, showcasing its ability to translate revenue growth into cash generation. The company's robust liquidity position, bolstered by significant cash, cash equivalents, and marketable securities, along with the recent issuance of convertible senior notes, provides a solid foundation for continued investment in strategic growth initiatives and potential future acquisitions.

Financial Highlights

49 data points
Beta

Revenue

$3.45B

Net Income

$244.00M

0.1% Net Margin

EPS (Diluted)

$0.55

Total Assets

$17.97B

Cash & Equivalents

$3.28B

Free Cash Flow

$808.00M

Financial Statements
Beta
Revenue$3.45B
R&D Expenses$355.00M
Operating Expenses$3.19B
Operating Income$258.00M
Net Income$244.00M
EPS (Basic)$0.57
EPS (Diluted)$0.55
Shares Outstanding (Basic)428.91M
Shares Outstanding (Diluted)441.81M

Key Highlights

  • 1Revenue grew 27% year-over-year to $3.45 billion in Q3 2025.
  • 2Marketplace Gross Order Value (GOV) increased by 25% to $25.0 billion.
  • 3Total Orders grew 21% year-over-year to 776 million.
  • 4Income from operations improved significantly to $258 million.
  • 5Net income attributable to DoorDash, Inc. common stockholders increased to $244 million.
  • 6Adjusted EBITDA grew to $754 million, demonstrating strong operational profitability.
  • 7Free Cash Flow for the quarter was $723 million, highlighting efficient cash generation.

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