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Adds new revenue/utilization levers and strengthens partnership with autonomous tech via Waymo; could lift take rate and earnings visibility if tasks scale, though near-term margins depend on costs of additional tasks.
What happened, with direct paths to the underlying reporting
DoorDash reveals broader Dasher tasks tied to autonomous systems, including aiding Waymo's robotaxi operations. The program has surpassed 5 million non-delivery tasks since 2024, and the company is launching Dasher Returns for flat-fee customer-item pickups. These developments could lift Dasher utilization and add new growth avenues, potentially benefiting margins over the next 6–12 months.
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