DASH DoorDash (DASH) Q1 FY26 earnings call
This was a Q&A-only call (no prepared remarks) framed around DoorDash's thesis that owning the best end-to-end shopping experience and a proprietary physical-world catalog protects it from agentic-AI disintermediation. Management leaned into record engagement and share gains across restaurants, grocery and international while absorbing weather and gas-rewards headwinds, holding its full-year profitability stance and framing the tech replatforming and autonomy (Dot) as multi-year best-of-breed bets.
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DASH operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|
| Monthly active platform consumers (MAPCs) | 42M+We talked about the fact that we have over 42 million monthly active users.Source: earnings call transcript | 56MWe announced our in-store business in '25 during the September dashboard product event, where we're starting to drive traffic inside the restaurants now with our 56 million MAUs or over 100 million annual customers and offering them either access or value to restaurants that they couldn't get otherwise if they were not members.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.