DoorDash reported strong second-quarter results on Wednesday. Revenue increased 36% year over year as demand remained solid across its restaurant, grocery, retail and international businesses.
The company also benefited from the integration of Deliveroo and continued growth in its DashPass subscription service.
Revenue and Orders Rise Sharply
DoorDash generated $4.45 billion in revenue during the quarter that ended on June 30.
Marketplace Gross Order Value, also known as GOV, rose 36% to $33.1 billion. Meanwhile, total orders increased 27% to 970 million.
Adjusted EBITDA climbed 40% to $914 million. The figure exceeded DoorDash’s own expectations for the quarter.
However, GAAP net income fell 30% from the previous year to $200 million.
U.S. Restaurant Business Maintains Momentum
DoorDash said growth in its U.S. restaurant business continued to accelerate.
The company attributed the strong performance partly to an increase in DashPass memberships. The subscription service offers customers benefits such as reduced delivery fees on eligible orders.
Its grocery and retail categories also recorded strong growth. At the same time, DoorDash improved unit economics across those operations.
This suggests the company is becoming more efficient as it expands beyond traditional restaurant delivery.
Deliveroo Supports International Growth
DoorDash’s international operations also maintained steady momentum during the quarter.
Deliveroo reported stronger growth in monthly active users and total orders following its integration into DoorDash’s wider business.
The acquisition has strengthened DoorDash’s presence outside the United States and expanded its exposure to major international delivery markets.
DoorDash Increases AI Investment
DoorDash highlighted progress across several technology initiatives, including the rollout of a new global platform.
The company is also developing artificial intelligence tools to improve personalization, delivery routing and merchant onboarding.
These systems could help DoorDash recommend more relevant products, reduce delivery times and make it easier for new merchants to join the platform.
DoorDash expects its global technology platform to be fully deployed during the first half of 2027.
New AI Assistant Helps Customers Place Orders
The company also introduced an AI-powered assistant called “Ask.”
The tool is designed to help customers discover restaurants and build grocery baskets more efficiently.
For example, users may be able to search for meals, restaurants or grocery items using more natural and conversational requests.
DoorDash hopes the assistant will make its platform easier to use while increasing customer engagement and order frequency.
Autonomous Delivery Plans Expand
DoorDash continues to invest in autonomous delivery technology.
The company said its ground-based delivery robot, called “Dot,” could complete a high single-digit percentage of orders in its largest testing market by the end of the year.
This could reduce delivery costs and improve efficiency in areas where robotic delivery is practical.
DoorDash Air Moves Forward
DoorDash also made progress with its drone delivery program, known as DoorDash Air.
The company recently received Part 135 certification from the U.S. Federal Aviation Administration.
This approval allows DoorDash to expand drone delivery testing and move closer to larger-scale commercial operations.
Drone delivery could become particularly useful for smaller orders and deliveries in areas with difficult road access.
DoorDash Issues Third-Quarter Outlook
For the third quarter, DoorDash expects Marketplace GOV to range between $33 billion and $34 billion.
The company also forecast adjusted EBITDA of between $950 million and $1.1 billion.
DoorDash expects profitability margins to improve sequentially during the third quarter.
However, margins may moderate in the fourth quarter as the company increases spending on its global technology platform, artificial intelligence and autonomous delivery systems.
Investment Spending Could Affect Future Margins
DoorDash’s latest results show that its core delivery business remains strong.
Order growth continues across restaurants, groceries, retail and international markets. At the same time, the company is investing heavily in technology that could improve efficiency and support future expansion.
However, higher spending on AI, robotics, drones and platform development could limit margin growth in the near term.
Investors will now watch whether these investments can produce stronger profitability and maintain DoorDash’s rapid revenue growth.
