{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-015716","form_type":"8-K","ticker":"DASH","cik":"0001792789","company_name":"DoorDash, Inc.","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.622167+00:00","generated_at":"2026-06-15T22:42:47.797429+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"DoorDash Q1 2023: Revenue up 40% to $2.04B, Adj. EBITDA $204M vs $54M year ago","bullets":["Total orders 512M (+27% YoY); Marketplace GOV $15.9B (+29% YoY).","Revenue $2.035B (+40% YoY); GAAP net loss improved to $162M from $167M.","Adjusted EBITDA surged to $204M from $54M; margin 1.3% of GOV vs 0.4%.","Repurchased 8.5M shares for $500M; $250M remaining under $750M buyback.","Q2 guidance: GOV $15.9-16.2B, Adj EBITDA $180-230M; FY: GOV $63-64.5B, Adj EBITDA $600-900M."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-015716","json":"https://secwatch.observer/filing/0001628280-23-015716.json","markdown":"https://secwatch.observer/filing/0001628280-23-015716.md","text":"https://secwatch.observer/filing/0001628280-23-015716.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1792789/000162828023015716/0001628280-23-015716-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1792789/000162828023015716/dash-20230504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T22:42:47.797429+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"92411ff0e8f5cbecc0e0e226e9bf4443aad25ebb","claim":"DoorDash, Inc. reported first quarter 2023 results: revenue $2.0 billion, net income -$162 million.","evidence_excerpt":"DoorDash continued to execute extremely well in Q1 2023 and we are proud of our team's outstanding performance in service of our stakeholders. In Q1 2023, our focus on inputs and deep attention to detail drove strong and stable growth in our U.S. restaurant category, outsized growth in our non-restaurant categories and international markets, improved operating efficiency in many areas of our business, and disciplined expense management. First Quarter 2023 Key Financial Metrics • Total Orders increased 27% year-over-year (Y/Y) to 512 million and Marketplace GOV increased 29% Y/Y to $15.9 billion. • Revenue increased 40% Y/Y to $2.0 billion and Net Revenue Margin increased to 12.8% from 11.8% in Q1 2022. • GAAP Net Loss including redeemable non-controlling interests was $162 million compared to $167 million in Q1 2022, and Adjusted EBITDA increased to $204 million from $54 million in Q1 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1792789/000162828023015716/0001628280-23-015716-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"$2.0 billion"},{"label":"Net income","value":"-$162 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b2752751bda473a77dce04d488a1c464ee806947","claim":"DoorDash, Inc. reported second quarter and full year 2023 results: revenue Q2 $15.9 billion - $16.2 billion; 2023 $63.0 billion - $64.5 billion. Guidance initiated.","evidence_excerpt":"Financial Outlook Period Marketplace GOV Adj. EBITDA Q2 $15.9 billion - $16.2 billion $180 million - $230 million 2023 $63.0 billion - $64.5 billion $600 million - $900 million Our outlook assumes that key foreign currency rates remain relatively stable at current levels. Our outlook also anticipates significant levels of ongoing investment in new categories and international markets.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1792789/000162828023015716/0001628280-23-015716-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter and full year 2023"},{"label":"Revenue","value":"Q2 $15.9 billion - $16.2 billion; 2023 $63.0 billion - $64.5 billion"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}