DASHPrivate
Q3 202510-Q

Quarterly Report โ€” Q3 2025

Filed November 6, 2025

AI Summary

Revenue grew roughly 24% year-over-year in Q3 2025, with international markets continuing to expand as a meaningful share of the top line. The company made two notable acquisitions โ€” SevenRooms (restaurant tech platform) and Symbiosys โ€” signaling a push deeper into merchant services beyond delivery. DoorDash also raised fresh capital through $1.8 billion in convertible notes due 2030, giving it a substantial war chest while the core business keeps scaling.

Filing details

TypeQuarterly Report
FiledNovember 6, 2025
Developments4 extracted
Segments1 covered

Performance by segment

โ–ฒ

Single Reportable Segment

DoorDash operates as a single reportable segment. Revenue grew 27% YoY to $3.4 billion in Q3 2025, driven by a 25% increase in Marketplace GOV to $25.0 billion and 21% growth in Total Orders to 776 million. Adjusted EBITDA increased to $754 million from $533 million in the prior year quarter, while GAAP net income attributable to common stockholders was $244 million, up from $162 million a year ago.

โ€œThe Company's Chief Executive Officer is the Company's Chief Operating Decision Maker ("CODM"). The CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. As such, the Company has determined that it operates in one reportable segment.โ€

DoorDash Quarterly Report โ€” Q3 2025 | OpenCall