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DOORDASH Exhibit 99.1 November 9 , 2021 Fellow Shareholders , DoorDash's mission is to grow and empower local economies . We have invested heavily to drive economic growth and strengthen our marketplace through product improvements , added selection , and economic benefits for our key constituents . Over the last two years , we reduced average consumer fees per order by 9 % , increased average earnings per active hour for Dashers by over 30 % , and reduced the average commission rate paid by Marketplace partners . Among key achievements in Q3 2021 , DoorDash : • Drove DashPass members and orders to an all - time high , exiting the quarter with over 9 million members • • Increased the percentage of MAU engaging with a new vertical to 12 % in September from 10 % in June Increased Contribution Profit as a percentage of GOV from the U.S. Restaurant marketplace on both a quarter- over - quarter ( " Q / Q " ) and year - over - year ( " Y / Y " ) basis Q3 2021 Key Financial Metrics • Revenue grew 45 % Y / Y to $ 1.3 billion , Total Orders grew 47 % Y / Y to 347 million , and Marketplace GOV grew 44 % Y / Y to $ 10.4 billion GAAP gross profit of $ 665 million , increased 42 % Y / Y from $ 469 million in Q3 2020 GAAP net loss of $ 101 million , compared to GAAP net loss of $ 43 million in Q3 2020 Adjusted EBITDA of $ 86 million , was in line with $ 86 million in Q3 2020 ( Figure in millions , except percentages ) 268 % 226 % Revenue 198 % Marketplace GOV and Total Orders 329 345 347 $ 879 $ 970 $ 1,077 83 % $ 1,236 45 % $ 1,275 273 236 $ 7,252 $ 8,179 $ 9,913 $ 10,456 $ 10,416 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Revenue ― Y / Y % Change Marketplace GOV ― Total Orders GAAP Gross Profit Contribution Profit $ 657 $ 665 $ 290 $ 281 $ 215 $ 230 $ 209 $ 469 $ 477 $ 493 3 % 3 % 2 % 3 % 3 % Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Contribution Profit - % of Marketplace GOV GAAP Net Loss Adjusted EBITDA $ 113 $ 86 $ 94 $ 86 $ ( 43 ) $ 43 1 % 1 % 1 % 1 % $ ( 110 ) $ ( 102 ) $ ( 101 ) 0 % Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q3'20 $ ( 312 ) Q4'20 Q1'21 Q2'21 Q3'21 Adjusted EBITDA - % of Marketplace GOV 1