DoorDash Q2 earnings miss estimates as R&D costs surge

Earnings
โดย Zacks Investment Research·US·Read original
Summary · why it matters

DoorDash reported second-quarter 2026 earnings of 46 cents per share, down 29.2% year over year and missing the Zacks Consensus Estimate by 8%. Revenue increased 35.6% to $4.45 billion, beating estimates by 3.08%, driven by higher order volume, increased average order value, and the Deliveroo acquisition. Total Orders rose 27% to 970 million, while Marketplace GOV advanced 36% to $33.08 billion. Adjusted EBITDA rose 39.5% to $914 million, exceeding management's expectations, but adjusted research and development expenses surged 66.3% to $336 million, weighing on profitability. For the third quarter, DoorDash expects Marketplace GOV between $33 billion and $34 billion and adjusted EBITDA of $950 million to $1.10 billion.

Impact on stocks 4

Semiconductors · 2 stocks
Consumer Discretionary · 1 stocks
Artificial Intelligence · 1 stocks