secwatch.observer — SEC 8-K summary
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Issuer:     DoorDash, Inc. (DASH)
CIK:        0001792789
Form:       8-K
Filed at:   2026-02-18T23:59:59+00:00
Accession:  0001792789-26-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1792789/000179278926000012/0001792789-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1792789/000179278926000012/dash-20260218.htm
  HTML page:      https://secwatch.observer/filing/0001792789-26-000012

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