---
schema_version: "secwatch.filing_event.v1"
accession: "0001792789-26-000012"
form_type: "8-K"
ticker: "DASH"
cik: "0001792789"
company_name: "DoorDash, Inc."
filed_at: "2026-02-18T23:59:59+00:00"
generated_at: "2026-05-16T02:08:21.547621+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# DoorDash Q4 revenue up 38% to $4.0B; GAAP net income up 51% to $213M; Q1 guidance GOV $31.0-31.8B

## Summary
- Total Orders 903M (+32% YoY); Marketplace GOV $29.7B (+39% YoY).
- Adjusted EBITDA $780M (+38% YoY); net income margin 0.7% of GOV.
- Q1 2026 guidance: GOV $31.0-31.8B, Adj EBITDA $675-775M; Deliveroo contribution expected <$25M.
- Full-year 2026 Adj EBITDA % of GOV seen slightly up (ex-Deliveroo); Deliveroo ~$200M contribution expected.
- Stock-based comp ~$1.3-1.4B; D&A ~$1.1-1.2B for 2026.

## SEC filing metadata
- accession: 0001792789-26-000012
- form_type: 8-K
- ticker: DASH
- cik: 0001792789
- company_name: DoorDash, Inc.
- filed_at: 2026-02-18T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1792789/000179278926000012/0001792789-26-000012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1792789/000179278926000012/dash-20260218.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001792789-26-000012
- JSON: https://secwatch.observer/filing/0001792789-26-000012.json
- Plain text: https://secwatch.observer/filing/0001792789-26-000012.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.