DASH DoorDash

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Regulatory risk of Dasher reclassification as employees under U.S. federal/state law, potentially causing material adverse effects on business and financial condition
• • Macroeconomic risk from adverse economic conditions reducing consumer spending and merchant operations affecting revenue
• • System failures and cybersecurity attacks causing platform outages, revenue loss, and potential reputational damage
• • Competitive risk from Amazon, Uber Eats, Prosus, Delivery Hero, and grocery chains with stronger bargaining power and resources
• • Key-person risk from concentrated voting power with CEO Tony Xu limiting shareholder influence and governance flexibility

Management Discussion & Analysis

• • Revenue $13.7B, up 28% YoY ($2.995B increase), faster growth than Marketplace GOV $102.0B, up 27% YoY
• • Operating margin 5.3% (income from operations $723M on $13.7B revenue) vs -0.4% in prior year
• • Best segment: Marketplace GOV $102.0B, grew 27% driven by total orders of 3.2B (up 23%)
• • Worst expense growth: Depreciation & amortization up 33% ($186M increase), general & administrative up 10% ($148M increase)
• • Free Cash Flow $1.8B flat YoY; capex and capitalized software increased; management invested in non-US ops & platform capacity
• • Forward outlook: Benefits expected from US tax reform; maintain valuation allowances pending future taxable income realization; risks include operational cost growth and regulatory tax changes

Business Overview

• • Core business model: Operates Marketplaces (DoorDash, Wolt, Deliveroo) primarily for local commerce connecting merchants, consumers, and Dashers globally
• • New emphasis on Commerce Platform services including white-label delivery ("Drive") and tools for merchants' direct online operations
• • Strategic focus on expanding member programs with 35 million DashPass, Wolt+, and Deliveroo Plus subscribers as of December 2025
• • Quantitative highlight: Over 56 million monthly active users served by Marketplaces in 2025; 9 million Dashers earned $20 billion in 2025
• • Noteworthy fact: Extensive intellectual property portfolio with 254 U.S. patents, 28 non-U.S. patents, and significant pending applications as of end 2025

What are the latest DASH SEC filings in 2026?

DoorDash (DASH) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did DASH file its most recent 10-K annual report?

DoorDash (DASH) filed its most recent 10-K annual report on February 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view DASH 10-Q quarterly reports?

DoorDash (DASH)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every DASH 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has DASH filed recently?

DoorDash (DASH)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find DASH insider trading activity (Form 4)?

SignalX aggregates every DASH Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does DASH file with the SEC?

DoorDash (DASH) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new DASH filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for DoorDash (DASH).

What is DASH's SEC CIK number?

DoorDash (DASH)'s SEC CIK (Central Index Key) number is 1792789. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1792789 to look up all DASH filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find DASH return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from DoorDash (DASH) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.