DASH · 10-Q · 2026Q2 · Full report

Acquisition / Partnership / Divestiture

DoorDash, Inc. · 2026-08-05 · Importance 74 · Surprise 84 · Matches filing data

DoorDash identified its acquisition of Deliveroo plc as a primary driver of the 27% year-over-year increase in second-quarter Total Orders to 970 million. Deliveroo operates as the Deliveroo Marketplace alongside DoorDash Marketplace and Wolt Marketplace within DoorDash’s global Marketplace portfolio. The acquisition also contributed to higher amortization, with acquired-intangible amortization increasing $82 million in the second quarter and $165 million in the first half. DoorDash’s Deal-Contingent Forward, entered into in connection with the Deliveroo acquisition, was settled when the acquisition closed in October 2025.

Key facts

• Cash paid for acquisition, net of cash acquired, for the first six months of 2025: $1.2 billion. source
• Other income, net decreased by $43 million, or 73%, for Q2 2026 compared to Q2 2025, primarily driven by a change in fair value of the Deal-Contingent Forward recognized during Q2 2025. source
• Other income, net decreased by $31 million, or 58%, for the first six months of 2026 compared to the same period of 2025, primarily driven by a change in fair value of the Deal-Contingent Forward recognized during the first six months of 2025. source
• The Deal-Contingent Forward was entered into during the second quarter of 2025 in connection with the acquisition of Deliveroo and was subsequently settled upon the closing of the acquisition in October 2025. source
• Cash paid for acquisitions, net of cash acquired, for the first six months of 2026: $30 million. source
• Payments of acquisition-related deferred cash consideration for the first six months of 2026: $20 million. source
• Other income, net includes adjustments to non-marketable equity securities, impairment, and gains and losses from transactions denominated in a currency other than the functional currency. source

Impact estimates