DASH · 8-K · 20260805PR000048

Revenue Performance and Mix

DoorDash, Inc. · 2026-08-05 · Importance 64 · Surprise 56 · No source text

Q2 2026 revenue increased 36% year over year to $4.454 billion and 10% sequentially from $4.036 billion. Excluding Deliveroo, revenue increased 24% year over year, while Deliveroo contributed $383 million of Q2 revenue and $745 million for the first six months. Marketplace GOV rose 36% year over year to $33.078 billion, or 23% excluding Deliveroo, driven by higher Total Orders and average order value. Total Orders increased 27% year over year to 970 million, or 17% excluding Deliveroo.

Key facts

• Marketplace GOV in Q2 2026: $33.1 billion, increased 36% year-over-year. source
• Revenue in Q2 2026: $4.5 billion, increased 36% year-over-year. source
• In Q2 2026, revenue growth excluding Deliveroo: 24% year-over-year. source
• Revenue by quarter: Jun. 30, 2025 = $3,284M; Sept. 30, 2025 = $3,446M; Dec. 31, 2025 = $3,955M; Mar. 31, 2026 = $4,036M; Jun. 30, 2026 = $4,454M. source
• In Q2 2026, Marketplace GOV growth excluding Deliveroo: 23% year-over-year. source
• Total Orders in Q2 2026: 970 million, increased 27% year-over-year. source
• Total Orders by quarter: Jun. 30, 2025 = 761M; Sept. 30, 2025 = 776M; Dec. 31, 2025 = 903M; Mar. 31, 2026 = 933M; Jun. 30, 2026 = 970M. source
• Marketplace GOV by quarter: Jun. 30, 2025 = $24,244M; Sept. 30, 2025 = $25,015M; Dec. 31, 2025 = $29,683M; Mar. 31, 2026 = $31,604M; Jun. 30, 2026 = $33,078M. source

Impact estimates