Delivery Hero's Q3 Growth Powered by AI and Tech Innovations

In Q3 2025, Delivery Hero SE reported a 7% year-over-year increase in Group Gross Merchandise Value (GMV) to €12.2 billion. Total Segment Revenue rose by 22% to €3.7 billion, underscoring robust top-line growth. The company cited AI and a comprehensive tech platform as key drivers of efficiency gains and revenue growth. The Integrated Verticals achieved its first positive quarterly Adjusted EBITDA and is on path for full-year break-even.

CEO Niklas Östberg highlighted the impact of AI in enhancing customer experiences and driving efficiency on a global scale. CFO Marie-Anne Popp noted the reduction in general costs and marketing expenses from 7.2% to 6.0% of GMV, attributing it to financial discipline and an efficient platform.

Geographically, notable performances include MENA's 19% GMV growth, Europe's 13% growth, and America's 19% GMV rise. Although Asia saw a 3% GMV decline, it anticipates growth recovery in Q4, supported by a strong uptick in orders from South Korea.