Earnings call briefThird-quarter 2026
DoorDash says it expects $500 million in net Instacart synergies in year 3
CFO Ravi Inukonda said the replatforming is on track for cost and timeline and expects it to be done by the first half of 2027.
GetSignal DoorDash DASH
On its third-quarter call, CFO Ravi Inukonda said the company sees $500 million of incremental synergies to the bottom line in year 3 from the planned Instacart combination, net of the investments it plans to make.
Inukonda said that, from a modeling perspective, year 1 is for investments to build a better product and year 2 is for progress.
Quotes from the call
“And finally, in year 3, my expectation is we'll drive $500 million of incremental synergies to the bottom line that is net of the investments that we plan to make.”
Key facts from the call
- Year 3 synergy outlook
- $500 million, net of planned investments
- Replatforming completion outlook
- First half of 2027
Source: DoorDash's third-quarter 2026 earnings call, October 29, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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