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 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).
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 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).
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).
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