DASH · 10-Q · 2026Q2 · Full report

Products and Technology

DoorDash, Inc. · 2026-08-05 · Importance 16 · Surprise 6 · Matches filing data

The company operates the DoorDash Marketplace, Wolt Marketplace, and Deliveroo Marketplace in more than 40 countries, providing merchant tools for online presence, customer acquisition, demand generation, fulfillment, merchandising, payments, and support. Advertising is offered through the Marketplaces to help merchants and consumer packaged goods companies increase engagement and incremental revenue. Consumer membership programs include DashPass, Wolt+, and Deliveroo Plus, which reduce delivery and service-fee friction and provide additional benefits. The Commerce Platform includes Drive white-label fulfillment plus online ordering, branded mobile applications, reservations, in-store dining, consumer relationship management, tableside ordering and payment, and customer-support tools.

Key facts

• Research and development expenses increased by $184 million, or 52%, for Q2 2026 compared to Q2 2025, primarily driven by an increase of $187 million in personnel-related compensation expenses and an increase of $70 million in third-party software expenses, partially offset by an increase in capitalized software and website development costs of $78 million. source
• Cash outflows for capitalized software and website development costs for the first six months of 2026: $258 million. source
• Cash outflows for capitalized software and website development costs for the first six months of 2025: $150 million. source
• Drive generates the majority of revenue within the Commerce Platform. source

Impact estimates