DoorDash, Inc. (DASH) Earnings
DoorDash, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.51. DASH has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise +6.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.36 | $0.42 | +15.8% | $4.0B | -2.8% |
| Feb 18, 2026 | $0.59 | $0.48 | -18.6% | $4.0B | -1.0% |
| Nov 5, 2025 | $0.68 | $0.55 | -19.5% | $3.4B | +2.7% |
| Aug 6, 2025 | $0.44 | $0.65 | +48.3% | $3.3B | +3.9% |
| Aug 1, 2024 | $-0.09 | $-0.38 | -309.3% | $2.6B | +3.6% |
| May 1, 2024 | $-0.04 | $-0.06 | -40.1% | $2.5B | +2.3% |
| Feb 15, 2024 | $-0.15 | $-0.39 | -160.0% | $2.3B | +2.7% |
| Nov 1, 2023 | $-0.45 | $-0.19 | +57.8% | $2.2B | +3.5% |
| Aug 2, 2023 | $-0.42 | $-0.44 | -4.8% | $2.1B | +3.5% |
| May 4, 2023 | $-0.56 | $-0.41 | +26.8% | $2.0B | +5.3% |
| Feb 16, 2023 | $-0.70 | $-0.63 | +10.0% | $1.8B | +2.7% |
| Nov 3, 2022 | $-0.60 | $-0.77 | -28.3% | $1.7B | +4.6% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Key managerial messages include discussion on integrating agentic and AI capability into products for better discovery, search, and end-to-end experience; thoughts on partnership evolution around membership experiences being best-of-breed; progress on autonomous delivery Dot with scaling efforts; details on $100 million tech platform investment with execution and benefits seen; competitive position in Europe with strong performance; support to drivers with gas rewards program impact and investment offsets; grocery business trends with record highs and progress in fulfillment services; and details on workplace catering for DoorDash for Business.
Guidance
Management mentions tech platform investment of $100 million is going well with execution and early benefits; progress on autonomous delivery Dot with scaling; view on demand being strong with MAUs at all-time high and subscription growth; and expectation of second-half EBITDA to be higher than first half with overall EBITDA margin slightly higher compared to 2025 excluding certain factors.
Segment performance
No specific absolute financial performance and revenue contribution% of product segments provided in the transcript
Risks & headwinds
No specific discussion of risks and operational failures detailed in the transcript
Analyst Q&A
Q: Shweta Khajuria asked about product development with AI and partnership evolution.
A: Tony Xu talked about product having best end-to-end experience with AI integration in various aspects and partnership evolution around best-of-breed membership experiences.
Q: Michael Morton asked about AI risk and Dot.
A: Tony Xu discussed no disintermediation risk with focus on best end-to-end experience and Ravi Inukonda talked about Dot progress.
Q: Eric Sheridan asked about strategic investments and tech replatforming.
A: Ravi Inukonda and Tony Xu talked about $100 million platform investment execution and benefits.
Q: Youssef Squali asked about Europe competition and driver support.
A: Tony Xu talked about strong position in Europe and Ravi Inukonda talked about gas rewards program impact.
Q: Nikhil Devnani asked about headcount and order growth.
A: Tony Xu and Ravi Inukonda talked about AI impact on headcount and order growth dynamics.
Q: Deepak Mathivanan asked about grocery and Dasher Fulfillment Service.
A: Tony Xu and Ravi Inukonda talked about grocery business trends and Dasher Fulfillment Service progress.
Q: Josh Beck asked about cost and new verticals.
A: Ravi Inukonda and Tony Xu talked about cost offsets and grocery profitability.
Q: Brian Nowak asked about merchant onboarding and replatforming.
A: Tony Xu and Ravi Inukonda talked about merchant onboarding tools and replatforming progress.
Q: Justin Patterson asked about workplace catering.
A: Tony Xu talked about DoorDash for Business progress.
Q: Lloyd Walmsley asked about ads and grocery.
A: Tony Xu and Ravi Inukonda talked about ads business and grocery progress.
Q: Justin Post asked about ads and agentic.
A: Tony Xu talked about ads integration with agentic and third-party.