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DoorDash is trying to be your neighborhood’s operating system

DoorDash is trying to be your neighborhood’s operating system

KAHROS Team

TL;DR

Quick Summary

  • DoorDash reports Q4 and full-year 2025 results on February 18, 2026, with investors laser-focused on the company’s 2026 spending plans.
  • In Q3 2025, DoorDash grew revenue 27% to $3.45B and orders 21% to 776M, showing demand is still expanding beyond restaurants.
  • The big storyline is global scale: Wolt (2022) plus the planned Deliveroo deal (announced April 2025) raises the ceiling—and the complexity.

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DoorDash’s 2026 Test: Growth, Spending, and Global Scale | KAHROS