DASHDoorDash

Consumer discretionary · Business Services · Nasdaq

Our mission is to grow and empower local economies. 10-K, Item 1

Employees: 31,400
Headquarters: San Francisco, CA
CEO: Tony Xu
Next results: around Feb 17, 2027

RevenueFY2018–25 $13.7B+27.9% Highest in 8 years 10-K FY2025 · XBRL Net incomeFY2018–25 $935.0M+660.2% Highest in 8 years 10-K FY2025 · XBRL Free cash flowFY2018–25 $2.2B+7.2% Highest in 8 years 10-K FY2025 · XBRL Operating marginFY2018–25 5.3%+5.6 pts -72.2% in FY2018 10-K FY2025 · XBRL

What changed

10-K filed Feb 18, 2026 against Feb 14, 2025

Area	What changed	Source
Risk factors	40 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Receivables growing faster than revenue	Receivables +51.4% vs revenue +27.9% (+23.4 pts)	10-K · XBRL
Critical audit matters changed	New this year: Acquisition-date fair value of acquired developed technology (“As discussed in Note 4 to the consolidated financial statements, on October 2, 2025, the Company acquired Deliveroo plc (Deliveroo) in a business combination for $3,724 million. The transaction was accounted for under the acquisition method of accounting, which requires the allocation of the fair va”). Same as last year: Evaluation of Insurance Reserves	10-K · XBRL
Accounting checks	8 other checks clear, 2 worth a look	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	3 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 18, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-14. Quoted as filed.

Our reliance on third-party vendors, contractors, and SaaS providers creates additional cybersecurity risks. Many of our critical business operations depend on external providers for hosting, cloud services, data analytics, customer support, and other key functions. If these third parties experience a cybersecurity incident, fail to…
10-K, Item 1A

All 40 new paragraphs →

Accounting checks

latest 10-K

8 of 10 clear 2 worth a look. Checks, not verdicts.

!
Receivables growing faster than revenueReceivables +51.4% vs revenue +27.9% (+23.4 pts)
!
Critical audit matters changedNew this year: Acquisition-date fair value of acquired developed technology (“As discussed in Note 4 to the consolidated financial statements, on October 2, 2025, the Company acquired Deliveroo plc (Deliveroo) in a business combination for $3,724 million. The transaction was accounted for under the acquisition method of accounting, which requires the allocation of the fair va”). Same as last year: Evaluation of Insurance Reserves
✓
Cash from operations $2.4B vs net income $935.0M (FY ending 2025-12-31)
✓
Same auditor in both 10-Ks: KPMG LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Oct 30, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Oct 29, 20268-K Quarterly results, Regulation FD disclosure 8-K items 2.02, 7.01
Oct 29, 20268-K Material agreement signed, Regulation FD disclosure, Other events 8-K items 1.01, 7.01, 8.01

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