secwatch.observer — SEC 8-K summary
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Issuer:     DoorDash, Inc. (DASH)
CIK:        0001792789
Form:       8-K
Filed at:   2021-11-09T23:59:59+00:00
Accession:  0001628280-21-022561
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

DoorDash Q3 revenue $1.3B (+45% YoY); record 9M DashPass members; Q4 GOV guidance $10.3-10.7B
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- Revenue $1.28B (+45% YoY), Total Orders 347M (+47%), Marketplace GOV $10.4B (+44%).
- GAAP net loss $101M vs $43M loss in Q3 2020; Adjusted EBITDA $86M flat YoY.
- DashPass members exceeded 9M, an all-time high; MAU and order frequency also record highs.
- Q4 guidance: Marketplace GOV $10.3-10.7B, Adjusted EBITDA $0-100M; continued investment in new verticals.
- Price controls impacted revenue by ~$23M in Q3; 65 jurisdictions with controls, down from 108 peak.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1792789/000162828021022561/0001628280-21-022561-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1792789/000162828021022561/dash-20211109.htm
  HTML page:      https://secwatch.observer/filing/0001628280-21-022561

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer