secwatch.observer — SEC 8-K summary
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Issuer:     DoorDash, Inc. (DASH)
CIK:        0001792789
Form:       8-K
Filed at:   2026-08-05T20:12:32+00:00
Accession:  0001792789-26-000048
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

DoorDash Q2 revenue $4.5B (+36% Y/Y), orders 970M (+27%), adj. EBITDA $914M (+40%)
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- Revenue $4.5B (+36% Y/Y); Total Orders 970M (+27% Y/Y); Marketplace GOV $33.1B (+36% Y/Y).
- GAAP net income $200M (-30% Y/Y); Adjusted EBITDA $914M (+40% Y/Y, above expectation).
- Excluding Deliveroo, revenue +24% Y/Y, GOV +23% Y/Y, orders +17% Y/Y.
- Q3 2026 guidance: Marketplace GOV $33.0-34.0B; Adjusted EBITDA $950M-$1.1B.
- U.S. DashPass members grew significantly; DashPass placed ~75% of U.S. grocery/retail orders.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1792789/000179278926000048/0001792789-26-000048-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1792789/000179278926000048/dash-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001792789-26-000048

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