DoorDash is seeing a notable uptick in downloads to kick off 2026, and the underlying engagement data gives us reason to think this trend has legs heading into Q1 earnings.
Downloads climbed to 2.5M in the week of January 19, growing 12.3% WoW, while DAU reached 21.9M in Q4 2025, up 30.9% YoY. Here’s what Apptopia’s mobile signals are showing for DASH.
Apptopia’s MPI Correlates With DoorDash Order Growth
One of the key metrics investors track for DoorDash (DASH) is its Marketplace GOV trends. These correlations can help investors monitor Apptopia’s data to understand how DoorDash’s marketplace GOV is trending.
Among the hundreds of data points Apptopia tracks, Apptopia’s Mobile Performance Index (MPI) was selected for analysis of DASH because its patterns may align with Marketplace GOV trends, and these correlations can help investors monitor Apptopia to understand how DoorDash is trending for its Marketplace GOV KPI.
Downloads Climb to 2.5M with 27% YoY Growth
As noted above, DoorDash downloads rose to 2.5M in the week of January 19, growing 12.3% WoW and supported by Q4 2025 download growth of 10.8% QoQ and 27.0% YoY, indicating a growing acquisition trend.
Total sessions reached 1.9B two weeks ago, rising 2.0% WoW and accelerating 14.4% QoQ and 41.4% YoY. This pattern—where acquisition appears to lead engagement—signals a healthy, expanding user base that could support monetization.
DoorDash DAU Rises 30.9% YoY as Engagement Intensity Lags Breadth Gains
DoorDash’s DAU reached 21.9M in Q4 2025, rising 30.9% YoY. and 8.7% QoQ, while MAU expansion alongside a roughly flat-to-slightly-down composite engagement score indicates breadth growth outpacing per-user intensity.
The week of January 19, DAU climbed 4.9% WoW even as MAU slipped 0.4% WoW, a divergence that reflects strong acquisition and re-activation but only modest deepening. For investors, this combination typically correlates with volume-driven revenue upside but softer ARPDAU expansion if intensity does not re-accelerate.
DoorDash’s accelerating download growth points to a better quarter
Accelerating downloads for DoorDash, along with strong DAU growth, suggests that DoorDash’s 1Q26 is off to a strong start. Investors should not only monitor the continued growth of downloads, but also should use Apptopia’s other metrics to gauge the quality of that growth.
