DoorDash (DASH) Q3 2025 10-Q Quarterly Report
Filed: Nov 6, 2025Period ending Sep 30, 2025
Information Technology
Services-Business Services, NECSEC EDGAR DoorDash (DASH) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
DoorDash Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $3.45B, up 27% YoY from $2.71B driven by 25% Marketplace GOV growth to $25.0B
- • Net Revenue Margin 13.8% vs 13.5% YoY; Contribution Profit $1.27B up 36%, Contribution Margin 36.8% vs 34.4%
Risk Factors
- • New risk: Acquisition of Deliveroo expanded international risk profile, including compliance with EU Platform Work Directive transpositions (effective Dec 2024)
- • Material update: Increased Dasher pay costs in California under Proposition 22 impacting EBITDA and commissions, raising future cost base and potential order volume reduction
DoorDash Q3 2025 Quarterly FinancialsXBRL
Revenue
$3.4B
▲ +27.3% YoY▲ +4.9% QoQ
Net Income
$244M
▲ +50.6% YoY▼ -14.4% QoQ
Operating Margin
7.5%
▲ +353bp YoY▲ +252bp QoQ
Net Margin
7.1%
▲ +109bp YoY▼ -160bp QoQ
ROE
2.6%
Total Assets
$18.0B
EPS (Diluted)
$0.56
▲ +40.0% YoY▼ -13.8% QoQ
Operating Cash Flow
$871M
▲ +64.0% YoY▲ +72.8% QoQ
Source: XBRL data from DoorDash Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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