Doordash

Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $4.5B vs. $4.3B expected, and GAAP EPS $0.46 vs. $0.47 expected (though slightly missing mean, it stayed within range). Marketplace GOV grew 36% YoY to $33.1B, driven by robust DashPass membership growth and the integration of Deliveroo. Management provided Q3 FY26 Adjusted EBITDA guidance of $950M-$1,100M, the midpoint of which is significantly higher than the Q2 actual of $914M, signaling continued operational efficiency.