Highest-materiality recent filing
DoorDash Q1 revenue up 33% to $4.0B, net income slips 5% to $184M
Total Orders up 27% YoY to 933M; Marketplace GOV up 37% to $31.6B.
DoorDash Q4 revenue up 38% to $4.0B; GAAP net income up 51% to $213M; Q1 guidance GOV $31.0-31.8B
Total Orders 903M (+32% YoY); Marketplace GOV $29.7B (+39% YoY).
DoorDash appoints former Tesla VP Milan Kovac to Board of Directors
Milan Kovac, former Tesla VP of Optimus Robotics and Autopilot, appointed to DoorDash Board effective Jan 16, 2026.
DoorDash Q3 revenue up 27% YoY to $3.45B, GAAP net income $244M, raises guidance
Total Orders rose 21% YoY to 776M; Marketplace GOV up 25% YoY to $25.0B.
DoorDash completes $3.7B acquisition of Deliveroo; shareholders get 180p per share
DoorDash closed its cash acquisition of Deliveroo on October 2, 2025, for 180 pence per share.
DoorDash Q2 revenue $3.3B (+25%); net income $285M vs loss; Adj. EBITDA $655M (+52%)
Total Orders 761M (+20% YoY); Marketplace GOV $24.2B (+23% YoY).
Elected directors Jeffrey Blackburn, John Doerr, Andy Fang, Diego Piacentini with strong majority votes.
DoorDash closes upsized $2.75B 0% convertible note offering due 2030
Issued $2.75B aggregate principal amount of 0% convertible senior notes due May 15, 2030; upsize includes full exercise of $250M option.
DoorDash prices upsized $2.5B 0% convertible notes due 2030; net proceeds ~$2.472B
Upsized from $2.0B to $2.5B aggregate principal; initial purchasers have 13-day option for additional $250M.
DoorDash announces $2.0B convertible senior notes offering due 2030
Offers $2.0B in convertible senior notes maturing May 15, 2030, with option for additional $200M.
DoorDash to acquire Deliveroo for 180p/share (~£2.9B) in cash, expected Q4 2025
Deliveroo shareholders receive 180p per share, a 44% premium over 125p on 4 April 2025.
Q1 revenue $3.03B (+21% YoY), Total Orders 732M (+18% YoY), Marketplace GOV $23.1B (+20% YoY).
DoorDash Q4 revenue $2.87B (+25% YoY), first full-year GAAP net income, authorizes $5B buyback
Q4 Total Orders 685M (+19% YoY); Marketplace GOV $21.3B (+21% YoY).
DoorDash Q3 2024: first GAAP net income of $162M; revenue up 25% YoY to $2.7B
GAAP net income of $162M versus $(73M) loss in Q3 2023; first positive net income as public company.
DoorDash Q2 revenue up 23% to $2.63B; Adj. EBITDA record $430M, issues Q3 guidance
Total Orders 635M (+19% YoY), Marketplace GOV $19.7B (+20% YoY), Revenue $2.63B (+23% YoY).
DoorDash stockholders elect three Class I directors, ratify KPMG, approve say-on-pay
Elinor Mertz, Ashley Still, and Tony Xu elected as Class I directors with >762M votes each.
DoorDash upsizes revolving credit facility to $800M from $400M; extends maturity to 2029
Revolving credit facility increased from $400M to $800M; letter of credit sublimit raised to $600M.
DoorDash Q1 revenue $2.5B (+23% YoY), net loss narrows to $25M; Adj. EBITDA record $371M
Total Orders 620M (+21% YoY), Marketplace GOV $19.2B (+21% YoY).
Jeff Blackburn, ex-Amazon exec, joins DoorDash board; Greg Peters departs after 2024 annual meeting
Jeff Blackburn appointed to DoorDash board effective May 6, 2024; held senior roles at Amazon for over 20 years.
DoorDash Q4 revenue up 27% to $2.3B; net loss narrows to $156M; announces $1.1B buyback
Total orders 574M (+23% YoY); Marketplace GOV $17.6B (+22% YoY).
DoorDash enhances severance with 12-month equity vesting acceleration for CEO and direct reports
Board approved revised severance plan on January 31, 2024 for CEO and senior management reporting to CEO.
On April 18, 2024, DoorDash, Inc. (the “ Company ”) elected Jeffrey Blackburn to its Board of Directors (the “ Board ”), with his term to begin on May 6, 2024.
On April 15, 2024, Greg Peters informed the Company that he will not stand for re-election as a member of the Board at the Company’s 2024 annual meeting of stockholders (the “ 2024 Annual Meeting ”).
Max materiality 0.90 · Median 0.80 · Most common event earnings