Short answer
DoorDash (DASH) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $4.0B (up 33.1% year over year) with net income of $184M.
Q1 2026 key financials · XBRL
- Revenue
- $4.0B
- +33.1% YoY
- Net income
- $184M
- −4.7% YoY
- Operating margin
- 3.7%
- EPS (diluted)
- $0.42
- −4.5% YoY
Source: XBRL data from the DoorDash (DASH) Q1 2026 10-Q on SEC EDGAR. USD.
DoorDash Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $4.036B, up 33% YoY from $3.032B, driven by 37% Marketplace GOV growth
- Net revenue margin 12.8% vs 13.1%; operating margin 4% vs 5% YoY
- Total Orders 933M, up 27%; Marketplace GOV $31.604B, up 37%
- Operating cash flow $594M vs $635M; Free Cash Flow $420M vs $494M
- Restructuring charges $48M vs $1M, tied to country-operation closures; Deliveroo acquisition and lower consumer fees pressured margin
Risk Factors
- No material-change statement or quarter-specific additions identified in the provided excerpt
- Competitive risk from Amazon, Uber Eats, Prosus, and Delivery Hero pressure on fees, incentives, and marketing costs
- Regulatory risk from Dasher reclassification as employees, potentially materially increasing labor and compliance costs
- Operational risk from nonredundant systems and platform interruptions causing revenue loss and user attrition
- Financial risk from historical net losses and expected higher investments potentially preventing sustained profitability
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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