| DASH |
Report |
Marketplace GOV |
BEAT |
pred ~$33.5B vs. cons $33.0B |
MEDIUM |
| DASH |
Report |
Revenue |
BEAT |
pred ~$4.41B vs. cons $4.33B |
MEDIUM |
| DASH |
Report |
Adjusted EBITDA |
BEAT |
pred ~$850M vs. cons $840M |
MEDIUM |
| DASH |
Guide |
Q3 Marketplace GOV |
BETTER |
guide midpoint ~$36.4B vs. cons $36.2B (Q3 2026) |
MEDIUM |
| DASH |
Guide |
Q3 Adjusted EBITDA |
BETTER |
guide midpoint ~$940M vs. cons $925M (Q3 2026) |
MEDIUM |
| DASH |
Guide |
Full-year Adjusted EBITDA margin ex-Deliveroo |
UNCHANGED |
guide ~2.8% vs. cons 2.8% (FY 2026) |
MEDIUM |
| DASH |
Guide |
Deliveroo Adjusted EBITDA contribution |
UNCHANGED |
guide ~$200M vs. cons $200M (FY 2026) |
HIGH |
| DASH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| DASH |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
A ~$70M revenue beat versus $4.33B consensus and ~$10M EBITDA beat versus $840M consensus, paired with Q3 EBITDA guidance of roughly $940M versus $925M consensus, should lift out-period EBITDA estimates despite continued platform and new-vertical investment. |
MEDIUM |