DoorDash said Total Orders for Q2 2025 reached 761 million, up 20% compared to the same quarter of the prior year, and Marketplace GOV increased to $24.2 billion, up 23% compared to the same quarter of the prior year. The company cited growth in Total Orders as the primary driver of the GOV increase.

10-QQuarterly reportFiled Aug 6, 2025Period of report Jun 30, 2025Summary published (UTC) Oct 11, 2026

Key points

AI summary

DoorDash said Total Orders for Q2 2025 reached 761 million, up 20% compared to the same quarter of the prior year, and Marketplace GOV increased to $24.2 billion, up 23% compared to the same quarter of the prior year. The company cited growth in Total Orders as the primary driver of the GOV increase.
DoorDash said Contribution Profit for Q2 2025 increased to $1.1 billion from $825 million in the same quarter of the prior year, and Adjusted EBITDA increased to $655 million from $430 million in the same quarter of the prior year. Both metrics are non-GAAP measures.
The company cited a one-time tax benefit from the release of a portion of the U.S. valuation allowance in connection with acquisitions that occurred during Q2 2025 as the primary driver of the income tax benefit for the quarter. It said this benefit was partially offset by federal and state income taxes resulting from pre-tax book income in the U.S.
DoorDash said it issued $2.75 billion of 0% Convertible Senior Notes due 2030 in May 2025 and plans to use the net proceeds for general corporate purposes. The company also announced a firm offer to acquire Deliveroo plc for 180 pence per share in an all-cash transaction.

Key figures

Quarter ended June 30, 2025

Revenue: $3.3B
Operating income: $163M
Net income: $285M
EPS: $0.65

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Q2 2025 Total Orders and Marketplace GOV

DoorDash said Total Orders for Q2 2025 reached 761 million, up 20% compared to the same quarter of the prior year, and Marketplace GOV increased to $24.2 billion, up 23% compared to the same quarter of the prior year. The company cited growth in Total Orders as the primary driver of the GOV increase.

Source · Based on the MD&A text of the filing

Q2 Contribution Profit and Adjusted EBITDA

DoorDash said Contribution Profit for Q2 2025 increased to $1.1 billion from $825 million in the same quarter of the prior year, and Adjusted EBITDA increased to $655 million from $430 million in the same quarter of the prior year. Both metrics are non-GAAP measures.

Source · Based on the MD&A text of the filing

Q2 Income Tax Benefit and Valuation Allowance Release

The company cited a one-time tax benefit from the release of a portion of the U.S. valuation allowance in connection with acquisitions that occurred during Q2 2025 as the primary driver of the income tax benefit for the quarter. It said this benefit was partially offset by federal and state income taxes resulting from pre-tax book income in the U.S.

Source · Based on the MD&A text of the filing

2030 Notes Issuance and Deliveroo Acquisition Offer

DoorDash said it issued $2.75 billion of 0% Convertible Senior Notes due 2030 in May 2025 and plans to use the net proceeds for general corporate purposes. The company also announced a firm offer to acquire Deliveroo plc for 180 pence per share in an all-cash transaction.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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