Highest-materiality recent filing
DoorDash Q2 revenue $4.5B (+36% Y/Y), orders 970M (+27%), adj. EBITDA $914M (+40%)
Revenue $4.5B (+36% Y/Y); Total Orders 970M (+27% Y/Y); Marketplace GOV $33.1B (+36% Y/Y).
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).
DoorDash Q3 revenue $2.16B (+27% YoY); Adjusted EBITDA record $344M; net loss narrows to $75M
Total Orders of 543M (+24% YoY); Marketplace GOV $16.8B (+24% YoY).
DoorDash Q2 2023: Total Orders 532M (+25% YoY), Revenue $2.1B, Adj EBITDA $279M record
Total Orders 532M (+25% YoY), Marketplace GOV $16.5B (+26% YoY), Revenue $2.1B (+33% YoY).
DoorDash Q1 2023: Revenue up 40% to $2.04B, Adj. EBITDA $204M vs $54M year ago
Total orders 512M (+27% YoY); Marketplace GOV $15.9B (+29% YoY).
DoorDash Q4 GOV $14.4B, net loss $642M; COO/CFO changes; $750M buyback
Q4 Marketplace GOV $14.4B (+29% YoY), revenue $1.818B (+40% YoY), Adj. EBITDA $117M (vs $47M YoY).
DoorDash to cut ~1,250 jobs (7% of workforce) with $85M restructuring charge
Plan eliminates about 1,250 positions (~7% of employees) to align talent with strategic priorities and improve operating efficiency.
Total orders 439M (+27% YoY); Marketplace GOV $13.5B (+30% YoY).
DoorDash Q2 revenue up 30% to $1.6B; net loss widens to $263M; guides cautious H2
Revenue grew 30% YoY to $1.6B; Marketplace GOV $13.1B (+25% YoY); Total Orders 426M (+23%).
DoorDash closes Wolt acquisition; updates Q2 GOV guidance upward
Closed Wolt acquisition on May 31, 2022, issuing ~46.2M shares of Class A common stock.
DoorDash Q1 revenue $1.5B (+35% YoY); raises 2022 GOV guidance to $49-51B
Revenue $1.456B (+35% YoY), Total Orders 404M (+23%), Marketplace GOV $12.4B (+25%).
DoorDash amends Wolt deal terms; adds liquidation preference top-up and option substitution
April 9 amendment adds liquidation preference top-up shares for Wolt preferred holders; revises vested option treatment.
Q4 revenue up 34% to $1.3B, net loss $155M; Q1 EBITDA guidance $0-50M
Revenue $1.3B (+34% YoY), Total Orders 369M (+35%), Marketplace GOV $11.2B (+36%)
DoorDash issues ~39.4M Class A shares to acquire all Wolt shares and vested options; total value not disclosed.
DoorDash Q3 revenue $1.3B (+45% YoY); record 9M DashPass members; Q4 GOV guidance $10.3-10.7B
Revenue $1.28B (+45% YoY), Total Orders 347M (+47%), Marketplace GOV $10.4B (+44%).
DoorDash to acquire Wolt for ~€7B in all-stock deal, expects 1H 2022 close
All-stock transaction valued at ~€7 billion; DoorDash equity priced at $206.45/share based on 30-day VWAP.
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 ”).
On July 10, 2023, DoorDash, Inc. (the “Company”) appointed Ashley Still to its Board of Directors (the “Board”).
On May 10, 2023, DoorDash, Inc. (the “Company”) appointed Diego Piacentini to its Board of Directors (the “Board”).
the Board appointed Elinor Mertz, a current member of the audit committee, as Chair of the audit committee effective as of the 2023 Annual Meeting.
On April 25, 2023, Stan Meresman informed DoorDash, Inc. (the “ Company ”) that he will retire and not stand for re-election as a member of the Company’s board of directors (the “ Board ”) at the Company’s 2023 annual meeting of stockholders (the “ 2023 Annual Meeting ”).
On February 13, 2023, Christopher Payne informed DoorDash of his intention to resign as Chief Operating Officer and President of DoorDash, effective March 1, 2023.
Prabir Adarkar, the Company’s Chief Financial Officer, has been appointed to serve as the Company’s Chief Operating Officer and President, effective March 1, 2023.
Ravi Inukonda, the Company’s Vice President of Finance and Strategy, has been appointed to serve as the Company’s Chief Financial Officer, effective March 1, 2023.
On July 13, 2022, DoorDash, Inc. (the “Company”) appointed Elinor Mertz to its Board of Directors (the “Board”).
On April 8, 2022, Maria Renz notified DoorDash, Inc. (the “Company”) of her resignation from the Board of Directors of the Company (the “Board”).
On January 19, 2022, DoorDash, Inc. (the “Company”) appointed Greg Peters to its Board of Directors (the “Board”).
Max materiality 0.90 · Median 0.75 · Most common event earnings