Doordash

Food Delivery Software

DoorDash (NASDAQ: DASH) is one of the world's leading local commerce platforms that helps businesses of all kinds grow and innovate.

Funding

Growth

AI Classification

TravelFood & Beverage

DoorDash is the dominant U.S. online food and local commerce delivery marketplace (68% U.S. market share) connecting 42 million consumers with 600,000+ merchants and 22 million DashPass/Wolt+ subscribers across 45 countries. The company generates revenue through merchant commissions, subscription memberships (DashPass), merchant services, and an AI-powered advertising platform serving 150,000+ advertisers.

Deep Intelligence

Buying Signals

Acquired UK-based Deliveroo for £2.9B (completed October 2025), expanding global footprint to 45+ countries and signaling aggressive international growth investment
Acquired SevenRooms (NYC hospitality CRM/reservations platform) in May 2025 to deepen merchant tooling within the DoorDash Commerce Platform
Acquired ad tech platform Symbiosys for $175M to expand offsite advertising capabilities, indicating heavy investment in monetization infrastructure
Q4 2025 total orders up 32% YoY to 903M; full-year 2025 revenue grew to $13.7B with $935M GAAP net income — first full profitable year signaling scaling maturity
Launched 'DoorDash Dot' autonomous sidewalk delivery robot and appointed former Tesla VP of Optimus Robotics to the Board, signaling autonomous delivery R&D investment

Account Scoring

Tier ALow Churn RiskExpanding

Pain Signals

Winding down Deliveroo/Wolt operations in Qatar, Singapore, Japan, and Uzbekistan — indicates international market profitability challenges and post-acquisition consolidation friction
Simultaneous integration of Deliveroo, Wolt, SevenRooms, and Symbiosys creates substantial platform complexity risk and potential merchant/consumer experience fragmentation
Ongoing dependency on independent contractor Dashers exposes the company to labor classification litigation and regulatory risk across multiple jurisdictions