v3.26.1
Revenue (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
Revenue by geographic area is determined based on the address of the merchant, or in the case of the Company's membership products, the address of the consumer. Revenue by geographic area was as follows (in millions):
Three Months Ended June 30,Six Months Ended June 30,
2025202620252026
United States$2,829 $3,457 $5,485 $6,561 
International(1)
455 997 831 1,929 
Total revenue$3,284 $4,454 $6,316 $8,490 
(1)No individual country outside the United States represented 10% or more of total consolidated revenue for the periods presented.
Contract Liabilities A summary of activities related to contract liabilities for the six months ended June 30, 2026 was as follows (in millions):
Six Months Ended June 30, 2026
Beginning balance$547 
Addition to contract liabilities2,526 
Reduction of contract liabilities(1)(2)
(2,519)
Ending balance$554 
(1)Gift cards and certain consumer credits can be redeemed through the Marketplaces. When they are redeemed, revenue is recognized on a net basis as the difference between the amounts collected from consumers less amounts remitted to merchants and Dashers for those transactions. Therefore, the amount recognized as revenue related to the reduction of gift cards and certain consumer credits is less than the amount presented in the table above. Net revenue associated with gift cards and certain consumer credits is not tracked by the Company as it is impracticable to do so.
(2)Included in the beginning balance of contract liabilities was $328 million associated with unearned prepayments received by the Company, of which $268 million was recognized as revenue during the six months ended June 30, 2026. The ending balance of unearned prepayments is expected to be recognized as revenue in 12 months or less.
Deferred Contract Costs A summary of activities related to deferred contract costs was as follows (in millions):
Six Months Ended June 30,
20252026
Beginning balance$157 $191 
Addition to deferred contract costs54 46 
Amortization of deferred contract costs(36)(44)
Ending balance$175 $193 
Deferred contract costs, current$72 $80 
Deferred contract costs, non-current103 113 
Total deferred contract costs$175 $193 
Allowance for Credit Losses
The allowance for credit losses related to accounts receivable and changes were as follows (in millions):
Six Months Ended June 30,
20252026
Beginning balance$22 $45 
Current-period provision for expected credit losses7 11 
Write-offs charged against the allowance(1)(9)
Ending balance$28 $47