Citable filing context
DASH's research view summarizes recent SEC filing context, starting with other from Sep 18, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 18, 2026 | other | DoorDash completed its corporate reincorporation from Delaware to Nevada effective September 18, 2026. |
| Aug 11, 2026 | other | DoorDash stockholders approved the company's reincorporation from Delaware to Nevada by conversion. |
| Aug 5, 2026 | earnings | DoorDash reported Q2 2026 revenue of $4.5 billion, a 36% increase year-over-year. |
| Aug 5, 2026 | Guidance: adjusted_ebitda | 950.00 to 1100.00 |
| Aug 5, 2026 | Guidance: marketplace_gov | 33.00 to 34.00 |
| May 6, 2026 | Guidance: adjusted_ebitda | 770.00 to 870.00 |
| Aug 5, 2026 | mda_quarterly | DoorDash demonstrated strong growth in the second quarter of 2026, with total orders rising 27% to 970 million and Marketplace Gross Order Value (GOV) increasing 36% to $33.1 billion. This performance was bolstered by the acquisition of Deliveroo and continued expansion across its global Marketplaces, which now operate in over 40 countries. Revenue grew 36% year-over-year to $4.45 billion, maintaining a consistent net revenue margin of 13.5%. Profitability metrics showed positive momentum, with Contribution Profit reaching $1.64 billion and Adjusted EBITDA rising to $914 million. Despite this, GAAP net income declined to $200 million, impacted by increased investments in research and development, higher depreciation and amortization, and rising legal and regulatory expenses. The company remains cash-flow positive, generating $742 million in Free Cash Flow during the quarter. Liquidity remains robust, with $6.2 billion in cash, cash equivalents, and investments. Management continues to prioritize growth through its Commerce Platform—including white-label delivery service "Drive"—and advertising products. Key risks include ongoing regulatory uncertainty regarding worker classification, potential volatility in operating expenses, and the capital requirements associated with its $5 billion share repurchase program and the 2030 Convertible Senior Notes. |
| May 6, 2026 | mda_quarterly | DoorDash experienced significant growth in the first quarter of 2026, with total orders rising 27% to 933 million and Marketplace Gross Order Value (GOV) increasing 37% to $31.6 billion. This performance was bolstered by the acquisition of Deliveroo and a growing consumer base. Revenue grew 33% year-over-year to $4.0 billion, though net revenue margin compressed slightly to 12.8% due to lower consumer fees and the impact of the Deliveroo acquisition, partially offset by advertising revenue growth and reduced credit/refund rates. Profitability metrics remained robust, with Contribution Profit reaching $1.4 billion and Adjusted EBITDA rising to $754 million. However, operating expenses increased across all categories, driven by higher order management costs, personnel-related compensation, and a 77% surge in depreciation and amortization linked to acquired intangible assets and capitalized software. The company also recorded $48 million in restructuring charges related to international operations. Liquidity remains strong, with $6.4 billion in cash, cash equivalents, and investments. While the company maintains a $5 billion share repurchase program, it faces ongoing risks related to worker classification, regulatory compliance, and the potential need for future capital to support global expansion and technology investments. |
Source: SEC EDGAR filing text and events; period Sep 18, 2026; filed Sep 18, 2026.
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