DoorDash Q4 Earnings Call Highlights

CFO Ravi Inukonda said his expectations for full-year 2026 EBITDA have not changed since the prior call. He said DoorDash expects 2026 EBITDA margin to be “up slightly compared to 2025, excluding Deliveroo,” and reiterated that Deliveroo is expected to produce about $200 million of EBITDA for the year.More broadly, Xu said the company’s business outside the U.S. is growing faster than in the U.S.—which he noted had “two of the fastest-growing quarters in 2025 in the last four years”—and that DoorDash is con ...