DoorDash will release its fourth quarter and full-year 2025 financial results after U.S. markets close on February 18, 2026. The earnings press release will be available on the company’s Investor Relations website, followed by a conference call at 2 p.m. PT / 5 p.m. ET the same day. A live webcast and replay will also be accessible online, ensuring investors can review management’s discussion of both results and 2026 guidance.

In its latest reported quarter, DoorDash processed 776 million total orders—up 21% year-over-year—driving $25 billion in gross order value, a 25% increase. Revenue rose 27% to $3.4 billion, with net revenue margin improving to 13.8%, up 30 basis points sequentially. Advertising services contributed $1 billion annually, underscoring higher-margin diversification beyond core delivery fees.

Since 2022, DoorDash has expanded into over 40 countries through acquisitions of Wolt and, in 2025, Deliveroo. The Deliveroo business is expected to add approximately $45 million to earnings in the current quarter—roughly a 6% boost over third quarter profits—providing revenue diversification as U.S. consumer discretionary spending faces pressure from elevated inflation.

DoorDash continues to invest heavily in AI-driven platform development and autonomous delivery, including its Dot robot capable of 20 mph neighborhood trips. Management has guided for technology spending to increase by several hundred million dollars in 2026 versus 2025. Meanwhile, the DashPass subscription service—priced at $9.99 per month or $96 per year—surpassed new-member targets in the first nine months of 2025, with members exhibiting higher order frequency and retention, fueling a growing recurring-revenue base.