DoorDash announces Q3 2026 results and Instacart acquisition
Revenue reached $4.6 billion. The company agreed to acquire Instacart for $17 billion.
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Food delivery and local commerce platform
doordash.comLast updated
In short: DoorDash expanded via Costco, Wonder, and NHL partnerships, launched AI tools, and settled the NYC pay dispute.
Revenue reached $4.6 billion. The company agreed to acquire Instacart for $17 billion.
The settlement resolves underpayment issues and on-time calculation disputes, including $12.3 million in compensation for impacted Dashers and significant fines.
Revenue reached $8.49 billion for the six months ended June 30, 2026, while net income was $384 million, accompanied by Adjusted EBITDA of $914 million.
Revenue rose 36% to $4.5 billion while Adjusted EBITDA increased 40% to $914 million despite a decline in net income.
The firm says foundation models are fueling a second, bigger autonomous vehicle wave, with startups deploying in months and on budgets under $1 million.
DoorDash reported Q3 2026 revenue of $4.6 billion, net income of $466 million and a $65-per-share agreement to acquire Instacart.
DoorDash will buy Instacart for $17 billion, consolidating two grocery delivery businesses.
Instacart is exploring a possible sale and has held preliminary discussions with potential buyers in...
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