DoorDash Q3 sales hit $4.6B, up 34%
Key points
- DoorDash (NASDAQ:DASH) reported third-quarter 2026 revenue of $4.6 billion, up 34% year over year, and net income of $466 million, up 91%.
- Total orders rose 28% to 993 million, while Marketplace gross order value (GOV) grew 36% to $33.9 billion.
- DoorDash agreed to acquire Maplebear (Instacart) for $65 per share, payable in at least 75% cash and up to 25% DoorDash stock, subject to election and proration terms.
DoorDash (NASDAQ:DASH) reported third-quarter 2026 revenue of $4.6 billion, up 34% year over year, as net income rose 91% to $466 million.
Total orders increased 28% to 993 million, while Marketplace gross order value climbed 36% to $33.9 billion.
Adjusted EBITDA, a non-GAAP profitability measure, increased 41% to $1.060 billion as the company continued investing in membership programs, merchant services and technology.
DoorDash also signed a definitive agreement to acquire Maplebear, the company behind Instacart, for $65 per share, with at least 75% of the consideration payable in cash and up to 25% in DoorDash stock, subject to election and proration terms.
The company said the combined business could expand tools and services for local merchants and consumers, while DoorDash continues developing artificial intelligence, merchant services and autonomous delivery technologies.
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