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Q1 2025 Earnings — Results of Operations, Reg FD Disclosure
Filed May 6, 2025
Record Q1 across every key metric — orders up 18% to 732 million, revenue up 21% to $3.0 billion, and GAAP net income swung to $193 million from a $23 million loss a year ago, with Adjusted EBITDA jumping 59% to $590 million. Beyond the earnings beat, DoorDash is making two major strategic bets — a £2.9 billion cash offer for UK-based Deliveroo and a deal to acquire restaurant tech firm SevenRooms — signaling an aggressive push to dominate global local commerce well beyond U.S. food delivery.
Filing Items
Item 2.02 — Results of Operations
The company is reporting its quarterly or annual financial results. This is the filing that accompanies an earnings call.
Item 7.01 — Reg FD Disclosure
Information shared at an investor day, conference, or guidance update. Regulation FD requires companies to disclose material information to all investors simultaneously.
Item 9.01 — Financial Statements
Financial statements and exhibits are attached to this filing. Usually accompanies other items rather than standing alone.
Extracted Milestones (6)
DoorDash Marketplace Average Order Frequency Reaches All-Time High with Multi-Category Engagement
Average order frequency across DoorDash's Marketplaces reached an all-time high in Q1 2025, with an increasing percentage of monthly active users engaging across multiple categories.
SevenRooms Acquisition Completed
DoorDash completed its acquisition of SevenRooms on June 13, 2025, adding reservation management, in-store dining, consumer relationship management, and tableside order-and-pay capabilities to its Commerce Platform.
DoorDash Acquisition of Deliveroo Completed
DoorDash completed its acquisition of Deliveroo via a UK court-sanctioned scheme of arrangement, bringing approximately 7 million monthly active consumers, 176,000 restaurant and retail partners, and 130,000 riders across 9 countries into the DoorDash portfolio.
DoorDash Grocery Category Reaches Record Consumer Count with Accelerating Spend
In Q1 2025, more consumers ordered groceries on DoorDash than ever before, with accelerating average spend per grocery consumer and increasing average spend on perishables, signaling growing consumer trust in the category.
DashPass and Wolt+ Member Growth Acceleration with Reduced Churn
DoorDash reported accelerating Y/Y growth in combined DashPass and Wolt+ members exiting Q1 2025 versus Q4 2024, driven by increased trial memberships and reduced paid member churn from expanded value proposition efforts.
Wolt+ Membership More Than Doubles Year-Over-Year in Wolt-Branded Countries
DoorDash reported that Wolt+ members in Wolt-branded countries more than doubled exiting Q1 2025 compared to the end of Q1 2024, reflecting significant membership program expansion internationally.