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Q3 2025 Earnings — Results of Operations, Reg FD Disclosure
Filed November 5, 2025
Revenue surged 27% Y/Y to $3.4 billion in Q3 2025 while Adjusted EBITDA jumped 41% to $754 million, with every key metric — orders, GOV, and profitability — accelerating sequentially. The closing of the £2.8 billion Deliveroo acquisition in October pushes DoorDash past 50 million monthly active users across 40+ countries and over $100 billion in annualized gross order volume, significantly expanding its international scale.
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 (11)
DashMart Fulfillment Services Launched for Third-Party Partners
DoorDash launched DashMart Fulfillment Services, a new infrastructure offering enabling DoorDash and its merchant partners to provide more consistent and higher-quality consumer delivery experiences in grocery and retail categories.
DoorDash Proprietary Mapping Platform Launched
DoorDash introduced a new proprietary mapping platform designed to improve logistics quality and delivery efficiency across its marketplace.
In-Store Rewards Program Launched
DoorDash launched In-Store Rewards, a new initiative enabling consumers to earn rewards for in-person merchant purchases, extending DashPass value beyond digital delivery.
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.
Dot Autonomous Delivery Robot Introduced
DoorDash introduced Dot, its customized autonomous sidewalk delivery robot, as part of its broader push into autonomous last-mile delivery.
Global Technology Platform Rebuild Underway to Unify DoorDash, Wolt, and Deliveroo
DoorDash is actively rebuilding and relaunching significant portions of its products on a new global technology platform that will integrate DoorDash, Wolt, and Deliveroo onto a common technology stack.
Going Out Feature Launched on DoorDash Platform
DoorDash launched 'Going Out,' a new consumer-facing initiative expanding the platform beyond delivery into broader local commerce discovery and experiences.
DoorDash Commerce Platform Expands to Hundreds of Thousands of Merchants Including Tens of Thousands on Online Ordering
DoorDash's Commerce Platform (including Drive On-Demand, Online Ordering, Phone Ordering, Tableside Order & Pay, and Customer Support Solutions) has attracted hundreds of thousands of merchants, with tens of thousands specifically adopting the Online Ordering product.
DoorDash Autonomous Delivery Platform Introduced
DoorDash introduced its Autonomous Delivery Platform, a new logistics infrastructure layer designed to support and scale autonomous delivery operations.
DoorDash Creator Partnerships Program Launched
DoorDash launched a Creator Partnerships program as a new consumer acquisition and engagement channel leveraging content creator relationships.
SmartScale Logistics Tool Introduced
DoorDash introduced SmartScale, a new logistics efficiency tool aimed at improving delivery operations quality and scale.