DASH DoorDash
FY2025 10-K
DoorDash (DASH) filed its fiscal year 2025 10-K annual report with the SEC on Feb 18, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
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
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
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
Financial SummaryXBRL
Revenue
$13.7B
Net Income
$935M
Operating Margin
5.3%
Net Margin
6.8%
ROE
9.3%
Total Assets
$19.7B
EPS (Diluted)
$2.13
Operating Cash Flow
$2.4B
Source: XBRL data from DoorDash FY2025 10-K filing on SEC EDGAR. All figures in USD.
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