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DoorDash beats earnings estimates but misses revenue, plans $50M driver relief amid rising gas costs

Company Fundamentals
06 May 2026
CNBC
View Source
Bullish
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DoorDash reported mixed Q1 results, beating earnings per share estimates with 42 cents versus 36 cents expected, but falling short on revenue at $4.04 billion compared to $4.14 billion forecast. Revenue grew 33% year-over-year, and total orders rose 27%, though both missed analyst expectations. The company is heavily investing in technology, AI, and global expansion, including acquisitions like SevenRooms and Deliveroo, to maintain competitive advantage. DoorDash also announced a $50 million driver relief program to offset rising gas prices, impacting Q2 costs, and provided guidance slightly below analyst forecasts for gross order value and EBITDA.

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