DASH · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

DoorDash, Inc. · 2026-10-30 · Importance 64 · Surprise 56 · In source text

Third-quarter 2026 revenue increased $1.2 billion, or 34%, year over year to $4.616 billion; revenue for the first nine months increased $3.3 billion, or 34%, to $13.106 billion. Marketplace GOV rose 36% in both periods, reaching $33.9 billion in the quarter, driven primarily by Total Orders growth and higher average order value. Third-quarter Total Orders increased 28% to 993 million, with growth driven primarily by more consumers and the Deliveroo acquisition.

Key facts

• Revenue increased by $1.2 billion, or 34%, in the third quarter of 2026 compared with the third quarter of 2025, primarily driven by a 36% increase in Marketplace GOV. source
• Revenue increased by $3.3 billion, or 34%, in the first nine months of 2026 compared with the same period of 2025, primarily driven by a 36% increase in Marketplace GOV. source
• Net Revenue Margin decreased to 13.6% in the third quarter of 2026 from 13.8% in the third quarter of 2025, primarily due to the Deliveroo acquisition. source
• In the third quarter of 2026, consumer fees as a percentage of Marketplace GOV decreased year over year, offset by increased advertising revenue contribution and reduced discounts and promotions as a percentage of Marketplace GOV. source

Impact estimates