DASH DoorDash
Q3 2025 10-Q
Filed: Nov 6, 2025Period ending Sep 30, 2025
Information Technology
Services-Business Services, NECSEC EDGAR DoorDash (DASH) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AI Filing AnalysisQ3 2025 10-Q
Management Discussion & Analysis
- • Revenue $3.45B, up 27% YoY from $2.71B driven by 25% Marketplace GOV growth to $25.0B
- • Net Revenue Margin 13.8% vs 13.5% YoY; Contribution Profit $1.27B up 36%, Contribution Margin 36.8% vs 34.4%
Risk Factors
- • New risk: Acquisition of Deliveroo expanded international risk profile, including compliance with EU Platform Work Directive transpositions (effective Dec 2024)
- • Material update: Increased Dasher pay costs in California under Proposition 22 impacting EBITDA and commissions, raising future cost base and potential order volume reduction
Quarterly Financial SummaryXBRL
Revenue
$3.4B
Net Income
$244M
Operating Margin
7.5%
Net Margin
7.1%
ROE
2.6%
Total Assets
$18.0B
Source: XBRL data from DoorDash Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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