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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for DoorDash (DASH) is 7/10.
DoorDash delivered exceptional Q1 FY2026 revenue growth of approximately 33% year-over-year across all geographies, growing at near historical highs. Grocery and new verticals approached profitability, while the advertising business reached record levels. Margin compression occurred despite revenue scale due to the gas rewards program and investment cycle. The global tech replatforming for AI-native architecture was on track, and about 30% of monthly active users ordered from categories outside of restaurants.
Scored from DoorDash’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.87B | +24.8% | $0.33 | +183.5% | 4.1% | 4.9% | $420M |
| FY2025 Q1 | $3.03B | +20.7% | $0.44 | +876.0% | 5.1% | 6.4% | $494M |
| FY2025 Q2 | $3.28B | +24.9% | $0.65 | +271.1% | 5.0% | 8.7% | $355M |
| FY2025 Q3 | $3.45B | +27.3% | $0.55 | +44.7% | 7.5% | 7.1% | $723M |
| FY2025 Q4 | $3.96B | +37.7% | $0.48 | +47.4% | 3.7% | 5.4% | $254M |
| FY2026 Q1 | $4.04B | +33.1% | $0.42 | -4.5% | 3.7% | 4.5% | $420M |
| FY2026 Q2 | $4.45B | +35.6% | $0.46 | -29.2% | 3.5% | 4.5% | $1.42B |
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