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🔹 EPS: $0.48 (Est. $0.59) 🔴
🔹 Revenue: $3.96B (Est. $3.98B) 🔴
🔹 Total Orders: 903M; UP +32% YoY
🔹 Marketplace GOV: $29.7B; UP +39% YoY
🔹 Adj. EBITDA: $780M; UP +38% YoY
Q1’26 Outlook:
🔹 Marketplace GOV: $31.0B–$31.8B (Est. $30.75B) 🟢
🔹 Adj. EBITDA: $675M–$775M
Other Q4 Metrics:
🔹 Revenue Growth: +38% YoY
🔹 Net Revenue Margin: 13.3%
🔹 Adj. EBITDA Margin (as % of GOV): 2.6%
🔹 Free Cash Flow: $254M
Key Notes:
🔹 Ex-Deliveroo, GOV +25% YoY
🔹 U.S. restaurant GOV growth hit 2nd-highest level in 15 quarters
🔹 Grocery & retail unit economics improved YoY and QoQ
🔹 56M+ MAUs; 35M+ membership subs (DashPass, Wolt+, Deliveroo Plus)
Capital Allocation:
🔹 $5B buyback authorized (no shares repurchased yet)
Переходи в чат t.me/USstocksnews_chat
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