DoorDash Q2 Revenue Sets New Record, Surpasses Earnings Estimates with 25% YoY Growth and $3.3 Billion Revenue

Thursday, Aug 7, 2025 11:04 am ET1min read

DoorDash reported Q2 revenue of $3.3bn, a 25% YoY increase, exceeding estimates of $3.15bn. Adjusted EBITDA surged 52% to $655m, and earnings per share were $0.65, beating estimates of $0.43. Total orders increased 20% YoY to 761 million, and Marketplace Gross Order Value rose 23% YoY to $24.2bn. The company set new quarterly records for total orders, Marketplace Gross Order Value, and revenue, surpassing 10 billion lifetime orders globally. Shares added 5.1% after the earnings release.

DoorDash, Inc. (NASDAQ: DASH) reported robust financial results for the second quarter of 2025, with revenue surging 25% year-over-year (YoY) to $3.3 billion, surpassing estimates of $3.15 billion. The company's adjusted EBITDA surged 52% to $655 million, while earnings per share (EPS) of $0.65 exceeded analyst expectations of $0.43. Total orders increased 20% YoY to 761 million, and Marketplace Gross Order Value (GOV) rose 23% YoY to $24.2 billion. The company set new quarterly records for total orders, Marketplace GOV, and revenue, surpassing 10 billion lifetime orders globally. Shares gained 5.1% after the earnings release [1].

The strong performance was driven by a 20% increase in total orders, with growth in consumers and average consumer engagement. Marketplace GOV increased 23% YoY to $24.2 billion, reflecting enhanced logistics efficiency, increased advertising revenue, and a reduction in credits and refunds as a percentage of Marketplace GOV. Adjusted EBITDA rose 52% to $655 million, indicating improved operational efficiency [2].

DoorDash's stock performance has been robust, with shares gaining 54% this year and 110% in the past 12 months. The company's stock had a best-possible IBD Composite Rating of 99 prior to earnings, indicating strong growth potential [1]. For the current quarter, DoorDash expects marketplace GOV in a range of $24.2 billion to $24.7 billion and adjusted EBITDA of $680 million to $780 million [2].

References:
[1] https://www.cnbc.com/2025/08/06/doordash-dash-stock-q2-earnings.html
[2] https://www.ainvest.com/news/doordash-q2-report-exceeds-expectations-revenue-25-yoy-orders-rise-20-2508/

DoorDash Q2 Revenue Sets New Record, Surpasses Earnings Estimates with 25% YoY Growth and $3.3 Billion Revenue

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