Short answer
DoorDash (DASH) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $4.5B (up 35.6% year over year) with net income of $200M.
Q2 2026 key financials · XBRL
- Revenue
- $4.5B
- +35.6% YoY · +10.4% QoQ
- Net income
- $200M
- −29.8% YoY · +8.7% QoQ
- Operating margin
- 3.5%
- EPS (diluted)
- $0.45
- −30.8% YoY · +7.1% QoQ
Source: XBRL data from the DoorDash (DASH) Q2 2026 10-Q on SEC EDGAR. USD.
DoorDash Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $4.454B, up 36% YoY from $3.284B, driven primarily by Marketplace GOV growth
- Operating margin 3.5% vs 5.0% YoY; net income $200M vs $285M
- Marketplaces best-performing metric: Marketplace GOV $33.078B, up 36% YoY
- Operating cash flow $944M and free cash flow $742M, versus $504M and $355M YoY
- Growth driven by Deliveroo acquisition and consumer expansion; increased legal, tax, regulatory, research, and development costs as headwinds
Risk Factors
- Newly added risk not identifiable; provided section lacks comparison with the prior 10-K
- Regulatory risk: Dasher reclassification as employees could materially increase business costs
- Competitive risk: Amazon, Uber Eats, Prosus, and Delivery Hero intensify delivery-market pressure
- Operational risk: Platform outages could cause revenue losses, user attrition, and consumer credits
- Financial risk: Increasing investment and operating expenses may prevent sustained profitability and weaken cash flow
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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