DASH · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

DoorDash, Inc. · 2026-08-05 · Importance 64 · Surprise 56

Second-quarter 2026 revenue increased 36% year over year to $4.454 billion from $3.284 billion, primarily reflecting a 36% increase in Marketplace GOV to $33.1 billion. First-half 2026 revenue increased 34% to $8.490 billion from $6.316 billion, driven primarily by 37% growth in Marketplace GOV. Total Orders reached 970 million in the second quarter, up 27% year over year, with growth driven by consumer expansion and the Deliveroo acquisition. Net Revenue Margin remained 13.5% in the second quarter, while gross profit increased to $2.223 billion and gross margin declined to 49.9% from 49.0%.

Key facts

• Marketplace GOV in the second quarter of 2026: $33.1 billion, or 36% growth compared to the same quarter of 2025. source
• Total Orders in the second quarter of 2026: 970 million, or 27% growth compared to the same quarter of 2025. source
• Revenue for the three months ended June 30, 2026: $4,454 million. source
• Net Revenue Margin in the second quarter of 2026: 13.5%, consistent with the same quarter of 2025. source