DoorDash to Release Q4 and Full-Year 2025 Results on February 18, 2026
DoorDash will release its fourth quarter and full-year 2025 financial results after U.S. markets close on February 18, 2026, and host a conference call at 2 p.m. PT/5 p.m. ET the same day. The earnings press release, live webcast and replay will be available on the DoorDash Investor Relations website.
1. Earnings Release and Conference Call Logistics
DoorDash will publish its fourth quarter and full year 2025 financial results on Wednesday, February 18, 2026, after U.S. markets close. The company’s earnings press release will be accessible via the DoorDash Investor Relations website (ir.doordash.com). That same day at 2 p.m. PT / 5 p.m. ET, DoorDash management will host a live conference call and webcast to review results and provide 2026 guidance. Investors may register for the webcast on the IR site, and a replay will be available following the presentation.
2. International Expansion and Revenue Diversification
Since acquiring Wolt in 2022 and Deliveroo in 2025, DoorDash now operates in over 40 countries, diversifying its revenue beyond the U.S. domestic market. In its most recent quarter, the Deliveroo subsidiary is expected to contribute approximately $45 million in incremental earnings, representing a 6% uplift compared to Q3 2025 earnings. International operations accounted for roughly 15% of consolidated gross order value last quarter, underscoring the importance of its global footprint in offsetting U.S. consumer spending fluctuations.
3. New Business Lines and High-Margin Revenue Streams
DoorDash’s expansion into grocery, convenience, electronics and fulfillment services has driven growth beyond restaurant orders. In September 2025 the company launched DoorDash Fulfillment Services, partnering with CVS Pharmacy, Kroger and Party City to manage inventory, logistics and last-mile delivery. Additionally, DoorDash generated $1 billion in annual advertising revenue last year, reflecting the platform’s growing role as a marketing channel for merchants.
4. Technology Investments and Margin Outlook
Management has committed to increasing technology and platform R&D spending by several hundred million dollars in 2026 versus 2025, with a focus on AI-driven personalization and autonomous delivery. DoorDash’s Dot robot, capable of 20 mph on sidewalks and bike lanes, has been rolled out in select markets to pilot last-mile automation. While higher tech spending may pressure near-term margins, the company forecasts that enhanced AI capabilities and robotics pilots will yield meaningful efficiency gains and bolster long-term operating leverage.