The company said Total Orders for Q3 2026 rose 28% year over year to 993 million, Marketplace GOV rose 36% to $33.9 billion, and revenue rose 34% to $4.6 billion. GAAP net income attributable to DoorDash common stockholders was $466 million, up 91% from a year earlier.

1. 01

   The company said Total Orders for Q3 2026 rose 28% year over year to 993 million, Marketplace GOV rose 36% to $33.9 billion, and revenue rose 34% to $4.6 billion. GAAP net income attributable to DoorDash common stockholders was $466 million, up 91% from a year earlier.

2. 02

   The company said that excluding Deliveroo, Total Orders rose 17% for Q3 2026, Marketplace GOV rose 23%, and revenue rose 23%. Adjusted EBITDA was $1,060 million, up 41% from $754 million a year earlier.

3. 03

   The company said it signed a definitive agreement to acquire Maplebear Inc. (Instacart) for $65.00 per share. The consideration is at least 75% cash and up to 25% DoorDash common stock, with an equity value of about $17 billion. The transaction is expected to close in late 2027 or the first half of 2028.

4. 04

   The company said it expects Marketplace GOV for Q4 2026 of $35.4 billion to $36.4 billion and Adjusted EBITDA of $900 million to $1,100 million. Under its authorized $5.0 billion share repurchase program, it had repurchased $1.0 billion of stock through October 28 February 2025, leaving about $4.0 billion remaining.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

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

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