Q2 2026 Earnings

Net Revenue Margin

13.5%

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

Free Cash Flow

$742.0M

Three Months Ended June 30, | | | Six Months Ended June 30, (in millions) | | | 2025 | | | 2026 | | | 2025 | | | 2026 Net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 | | | | $ | | 478 | | | | $ | | 384 Add: Net loss attributable to redeemable non-controlling interests | | | (1) | | | | (1) | | | | (2) | | | | (2) Net income including redeemable non-controlling interests | | | $ | | 284 | | | | $ | | 199 | | | | $ | | 476 | | | | $ | | 382 Certain legal, tax, and regulatory settlements, reserves, and expenses (1) 29 | | | | 98 | | | | 58 | | | | 143 Transaction-related costs | | | 22 | | | | 13 | | | | 31 | | | | 26 Office lease impairment expenses | | | — | | | | 1 | | | | 7 | | | | 1 Restructuring charges | | | — | | | | 2 | | | | 1 | | | | 50 Provision for (benefit from) income taxes | | | (13) | | | | 8 | | | | (7) | | | | 16 Interest income, net | | | (49) | | | | (35) | | | | (98) | | | | (69) Other (income) expense, net | | | (59) | | | | (16) | | | | (53) | | | | (22) Stock-based compensation expense and certain payroll tax expense (2) 282 | | | | 349 | | | | 519 | | | | 577 Depreciation and amortization expense | | | 159 | | | | 295 | | | | 311 | | | | 564

Adjusted EBITDA

$914.0M

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

Adjusted Gross Profit

$2.42B

Adjusted Gross Profit We define Adjusted Gross Profit as gross profit plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue, (iii) allocated overhead included in cost of revenue, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. Adjusted Gross Margin is defined as Adjusted Gross Profit as a percentage of revenue for the same period. The following table provides a reconciliation of gross profit to Adjusted Gross Profit: Three Months Ended June 30, | | | Six Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 | | | 2025 | | | 2026 Gross profit | | | $ | | 1,608 | | | | $ | | 2,223 | | | | $ | | 3,086 | | | | $ | | 4,167 Add: Depreciation and amortization related to cost of revenue | | | 60 | | | | 124 | | | | 114 | | | | 224 Add: Stock-based compensation expense and certain payroll tax expense included in cost of revenue | | | 37 | | | | 48 | | | | 71 | | | | 83 Add: Allocated overhead included in cost of revenue | | | 10 | | | | 21 | | | | 18 | | | | 37 Adjusted Gross Profit | | | $ | | 1,715 | | | | $ | | 2,416 | | | | $ | | 3,289 | | | | $ | | 4,511 Adjusted Gross Margin | | | 52.2 | | % | | | 54.2 | | % | | | 52.1 | | % | | | 53.1 | | %

Contribution Profit

$1.64B

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

Adjusted EBITDA as % of Marketplace GOV

2.8%

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

Adjusted Gross Margin

54.2%

Adjusted Gross Profit We define Adjusted Gross Profit as gross profit plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue, (iii) allocated overhead included in cost of revenue, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. Adjusted Gross Margin is defined as Adjusted Gross Profit as a percentage of revenue for the same period. The following table provides a reconciliation of gross profit to Adjusted Gross Profit: Three Months Ended June 30, | | | Six Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 | | | 2025 | | | 2026 Gross profit | | | $ | | 1,608 | | | | $ | | 2,223 | | | | $ | | 3,086 | | | | $ | | 4,167 Add: Depreciation and amortization related to cost of revenue | | | 60 | | | | 124 | | | | 114 | | | | 224 Add: Stock-based compensation expense and certain payroll tax expense included in cost of revenue | | | 37 | | | | 48 | | | | 71 | | | | 83 Add: Allocated overhead included in cost of revenue | | | 10 | | | | 21 | | | | 18 | | | | 37 Adjusted Gross Profit | | | $ | | 1,715 | | | | $ | | 2,416 | | | | $ | | 3,289 | | | | $ | | 4,511 Adjusted Gross Margin | | | 52.2 | | % | | | 54.2 | | % | | | 52.1 | | % | | | 53.1 | | %

Contribution Margin

36.8%

Contribution Profit We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. It is not a financial measure of total company profitability and it is neither intended to be used as a proxy for total company profitability nor imply profitability for our business. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. We define gross margin as gross profit as a percentage of 40 Table of Contents revenue for the same period and we define Contribution Margin as Contribution Profit as a percentage of revenue for the same period. Gross profit is the most directly comparable financial measure to Contribution Profit. The following table provides a reconciliation of gross profit to Contribution Profit: Three Months Ended June 30, | | | Six Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 | | | 2025 | | | 2026 Revenue | | | $ | | 3,284 | | | | $ | | 4,454 | | | | $ | | 6,316 | | | | $ | | 8,490 Less: Cost of revenue, exclusive of depreciation and amortization | | | (1,616) | | | | (2,107) | | | | (3,116) | | | | (4,099) Less: Depreciation and amortization related to cost of revenue | | | (60) | | | | (124) | | | | (114) | | | | (224) Gross profit | | | $ | | 1,608 | | | | $ | | 2,223 | | | | $ | | 3,086 | | | | $ | | 4,167 Gross Margin | | | 49.0 | | % | | | 49.9 | | % | | | 48.9 | | % | | | 49.1 | | % Less: Sales and marketing | | | $ | | (607) | | | | $ | | (821) | | | | $ | | (1,193) | | | | $ | | (1,567) Add: Depreciation and amortization related to cost of revenue | | | 60 | | | | 124 | | | | 114 | | | | 224 Add: Stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing | | | 70 | | | | 83 | | | | 130 | | | | 141 Add: Allocated overhead included in cost of revenue and sales and marketing | | | 16 | | | | 32 | | | | 30 | | | | 56 Contribution Profit | | | $ | | 1,147 | | | | $ | | 1,641 | | | | $ | | 2,167 | | | | $ | | 3,021 Contribution Margin | | | 34.9 | | % | | | 36.8 | | % | | | 34.3 | | % | | | 35.6 | | %

Contribution Profit as % of Marketplace GOV

5.0%

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

GAAP Gross Profit as % of Marketplace GOV

6.7%

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

GAAP Net Income as % of Marketplace GOV

0.6%

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.

Total Orders

970.0M

Three Months Ended June 30, (in millions, except percentages) | | | 2025 | | | 2026 Total Orders | | | 761 | | | | 970 Total Orders Y/Y growth | | | 20 | | % | | | 27 | | % Marketplace GOV | | | $ | | 24,244 | | | | $ | | 33,078 Marketplace GOV Y/Y growth | | | 23 | | % | | | 36 | | % Revenue | | | $ | | 3,284 | | | | $ | | 4,454 Revenue Y/Y growth | | | 25 | | % | | | 36 | | % Net Revenue Margin | | | 13.5 | | % | | | 13.5 | | % GAAP gross profit | | | $ | | 1,608 | | | | $ | | 2,223 GAAP gross profit as a % of Marketplace GOV | | | 6.6 | | % | | | 6.7 | | % Contribution Profit (1) $ | | 1,147 | | | | $ | | 1,641 Contribution Profit as a % of Marketplace GOV | | | 4.7 | | % | | | 5.0 | | % GAAP net income attributable to DoorDash, Inc. common stockholders | | | $ | | 285 | | | | $ | | 200 GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV | | | 1.2 | | % | | | 0.6 | | % Adjusted EBITDA (1) $ | | 655 | | | | $ | | 914 Adjusted EBITDA as a % of Marketplace GOV | | | 2.7 | | % | | | 2.8 | | % Weighted-average diluted shares outstanding 438 | | | | 439 (1) Contribution Profit and Adjusted EBITDA are non-GAAP financial measures. For more information regarding our use of these measures and reconciliations to the most directly comparable financial measures calculated in accordance with GAAP, see the section titled “Non-GAAP Financial Measures." Total Orders. We define Total Orders as all orders completed through our Marketplaces and Commerce Platform over the period of measurement. In the second quarter of 2026, Total Orders increased to 970 million, or 27% growth compared to the same quarter of 2025. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). Marketplace GOV. We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips 2 , and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform. In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. Net Revenue Margin . We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. Contribution Profit. We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders. 2 Dashers receive 100% of tips 3 Calculated as the total value of Marketplace GOV divided by the total number of orders completed on our Marketplaces in the period of measurement. 31 Table of Contents In the second quarter of 2026, Contribution Profit increased to $1.6 billion, compared to $1.1 billion in the same quarter of 2025, driven primarily by growth in revenue, partially offset by increases in cost of revenue and sales and marketing expenses. Adjusted EBITDA. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense. Adjusted EBITDA is a performance measure that we use to assess our operating performance and the operating leverage in our business. In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense. Free Cash Flow. We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs. In the second quarter of 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in the same quarter of 2025. The increase in Free Cash Flow was driven primarily by an increase in net cash provided by operating activities.