DoorDash, Inc. (DASH) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

Each of DoorDash's quarterly earnings 8-Ks furnishes its results press release as Exhibit 99.1, and each of those exhibits carries a condensed consolidated balance sheet, statement of operations, and statement of cash flows, plus the GAAP-to-non-GAAP reconciliations. These are useful when tracing a quarterly figure to a source filing:

• Accession 0001792789-26-000048 (8-K filed August 5, 2026), Q2 2026. Balance sheet at

June 30, 2026 with December 31, 2025 comparative; statements of operations for the three and six months ended June 30, 2026 and 2025; statement of cash flows for the six months ended June 30, 2026 and 2025. Note that the cash flow statement is presented on a six-month basis only; the three-month figures for Q2 2026 (net cash provided by operating activities of $944 million, Free Cash Flow of $742 million) appear in the release's quarterly metrics table rather than in the statement itself.

• Accession 0001792789-26-000036 (8-K filed May 6, 2026), Q1 2026 (quarter ended

March 31, 2026): condensed balance sheet, statement of operations, and statement of cash flows.

• Accession 0001792789-26-000012 (8-K filed February 18, 2026), Q4 and full year 2025

(year ended December 31, 2025): consolidated balance sheet, statement of operations, and statement of cash flows. A separate Letter to Shareholders is furnished as Exhibit 99.2.

• Accession 0001792789-25-000018 (8-K filed November 5, 2025), Q3 2025.
• Accession 0001792789-25-000011 (8-K filed August 6, 2025), Q2 2025.
• Accession 0001628280-25-022396 (8-K filed May 6, 2025), Q1 2025.

Because these are furnished under Item 2.02 rather than filed, they are not incorporated by reference into the periodic reports; the audited and reviewed statements remain those in the Form 10-K and Form 10-Q.

Results and guidance

August 5, 2026, Q2 2026 results and Q3 2026 guidance (accession 0001792789-26-000048). Revenue rose 36% year over year to $4.45 billion and Marketplace GOV rose 36% to $33.1 billion, with Total Orders up 27% to 970 million. Excluding Deliveroo, revenue grew 24% and Marketplace GOV grew 23%. Adjusted EBITDA rose 40% to $914 million, which the company described as "well above our expectation," while GAAP net income attributable to common stockholders fell 30% year over year to $200 million. Guidance for Q3 2026 was set at Marketplace GOV of $33.0-$34.0 billion and Adjusted EBITDA of $950 million-$1,100 million. The company also revised several full-year 2026 items: stock-based compensation expense of approximately $1.2-$1.3 billion (down from the $1.3-$1.4 billion range given in February and May), depreciation and amortization of approximately $1.1-$1.2 billion including roughly $450 million of acquired-intangible amortization, and a new disclosure that 2026 year-end timing of merchant payments is expected to reduce reported 2026 Free Cash Flow by between $700 million and $800 million. Management said it expects Adjusted EBITDA as a percentage of Marketplace GOV to rise sequentially in Q3 2026 and then decline in Q4 2026 on seasonal Dasher costs, an annual insurance increase, and higher investment in the global technology platform and autonomy.

Operationally, the same release disclosed that new signed venues at SevenRooms grew over 100% year over year, that revenue from the digital ordering service (used by more than 150,000 merchants) grew over 40% year over year, that reservations booked through the marketplaces rose over 150% quarter over quarter, and that DoorDash Air had earned Part 135 air carrier certification from the Federal Aviation Administration. Management said it expects Dot, its land-based delivery robot, to handle a high single-digit percentage of orders in its largest test market by year end, and that the new global technology platform is expected to be fully rolled out in the first half of 2027.

May 6, 2026, Q1 2026 results and Q2 2026 guidance (accession 0001792789-26-000036). Revenue rose 33% year over year to $4.04 billion; Adjusted EBITDA rose 28% to $754 million; GAAP net income attributable to common stockholders fell 5% to $184 million. Guidance for Q2 2026 was Marketplace GOV of $32.4-$33.4 billion and Adjusted EBITDA of $770-$870 million. The company flagged an expected gross cost of over $50 million for a Dasher gas relief program in Q2 2026, and reiterated that Deliveroo was expected to contribute approximately $200 million to 2026 Adjusted EBITDA.

February 18, 2026, Q4 and full year 2025 results, first 2026 guidance (accession 0001792789-26-000012). Q4 2025 revenue rose 38% year over year to $3.96 billion, Marketplace GOV rose 39% to $29.7 billion, GAAP net income attributable to common stockholders rose 51% to $213 million, and Adjusted EBITDA rose 38% to $780 million. For 2025 as a whole, Marketplace GOV grew 27% (23% excluding Deliveroo). Initial Q1 2026 guidance was Marketplace GOV of $31.0-$31.8 billion and Adjusted EBITDA of $675-$775 million, with management noting three specific Q1 2026 headwinds: incremental investment reducing Deliveroo's Adjusted EBITDA contribution to under $25 million (from over $45 million in Q4 2025), an estimated $20 million direct impact from severe storms Gianna and Fern in the U.S., and a sequential increase in Dasher costs per order. Free Cash Flow of $254 million in Q4 2025 was described as negatively affected in part by transaction costs and a legal settlement associated with the Deliveroo acquisition.

November 5, 2025, Q3 2025 results (accession 0001792789-25-000018). Revenue rose 27% year over year to $3.45 billion and Adjusted EBITDA rose 41% to $754 million. Management said Marketplace GOV, up 25% year over year to $25.0 billion, and Adjusted EBITDA "both exceeded our expectations entering the period."

Deliveroo acquisition

May 6, 2025, agreement to acquire Deliveroo plc signed (accession 0001140361-25-017438). DoorDash issued a Rule 2.7 Announcement under the UK City Code disclosing that the two boards had agreed terms of a recommended final cash offer of 180 pence per Deliveroo share, to be implemented by a court-sanctioned scheme of arrangement. Alongside it DoorDash entered a Co-operation Agreement with Deliveroo, an Escrow Agreement, and a Bridge Term Loan Credit and Guaranty Agreement with JPMorgan Chase Bank, N.A. providing borrowings of up to $2.85 billion to partially finance the cash consideration. Irrevocable undertakings to vote in favour were received from Greenoaks Capital Opportunities Fund, L.P. and DST Managers V Limited (approximately 8.967% of Deliveroo shares) and from Deliveroo directors holding shares (approximately 6.462%). Completion was then expected in the fourth calendar quarter of 2025.

October 2, 2025, Deliveroo acquisition completed (accession 0001140361-25-037039). DoorDash reported that it had "completed its previously announced acquisition" of Deliveroo, the scheme having become effective following court sanction. Aggregate cash consideration due at closing was approximately $3.7 billion, being approximately £2.8 billion, converted at an exchange rate of 1.34892 GBP to 1.00 USD under a deal-contingent foreign exchange forward entered into at the time of the Rule 2.7 Announcement; the escrowed funds were released to pay it. Deliveroo shares were suspended from the London Stock Exchange the same morning. Deliveroo has been consolidated from October 2, 2025, and DoorDash reports revenue excluding Deliveroo as a supplemental measure to preserve period-over-period comparability.

Capital structure and capital returns

May 27-30, 2025, $2.75 billion 0% convertible senior notes due 2030. DoorDash announced a proposed $2.0 billion Rule 144A offering on May 27, 2025 (accession 0001140361-25-020407), priced an upsized $2.5 billion the same day (accession 0001140361-25-020546), and on June 2, 2025 reported the closing of $2.75 billion aggregate principal amount on May 30, 2025 after the initial purchasers exercised their $250.0 million option in full (accession 0001140361-25-021020). The notes bear no regular cash interest, mature May 15, 2030, and have an initial conversion price of approximately $291.97 per share of Class A common stock, a 42.50% premium to the May 27, 2025 closing price. Net proceeds were approximately $2,720 million, of which approximately $338.5 million funded convertible note hedge transactions (net of warrant sale proceeds); the warrants carry a strike price of $512.225. The remainder was designated for general corporate purposes including potential acquisitions and share repurchases.

Share repurchases. The board authorized up to $5.0 billion of Class A common stock repurchases in February 2025. The February 18, 2026 release disclosed that no shares had been repurchased under that authorization as of February 17, 2026. Activity began in 2026: the May 6, 2026 release reported 1.4 million shares repurchased for $205 million year to date through May 5, and the August 5, 2026 release reported 6.8 million shares for $1,049 million year to date through August 5, leaving approximately $3,951 million of authorization remaining.

August 5, 2026, revolving credit facility amended and restated, disclosed in the Form 10-Q rather than an 8-K. This item was reported under Item 5 of the Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 (accession 0001792789-26-000050), expressly as a "Disclosure in lieu of reporting on a Current Report on Form 8-K," so no separate 8-K covers it. DoorDash entered an Amendment Agreement with its lenders and JPMorgan Chase Bank, N.A. as administrative agent that amends and restates the existing credit agreement to increase the unsecured revolving facility from up to $800 million to up to $2.0 billion, raise the letter of credit sublimit from $600 million to $800 million, extend maturity to August 5, 2031, modify interest rates and fees, release the existing guarantors, and modify or remove certain restrictive covenants. Borrowings price at Term SOFR plus an initial margin of 1.00%, subject to step-downs to 0.875% or 0.750% on ratings, and the facility requires a maximum senior net leverage ratio of 3.50 to 1.00 measured quarterly. As of August 5, 2026 there were no revolving loans outstanding and $84 million face amount of letters of credit issued.

DoorDash has never declared or paid a cash dividend and does not anticipate doing so.

Reincorporation in Nevada

August 6, 2026, stockholder approval by written consent (accession 0001140361-26-032235). Holders of approximately 54.2% of the voting power of DoorDash's outstanding capital stock, co-founders Tony Xu, Andy Fang and Stanley Tang together with associated trusts and entities, holding 25,884 Class A shares and 24,215,044 Class B shares, adopted resolutions by written consent approving the reincorporation of the company from Delaware to Nevada by conversion. The company stated it would file an information statement on Schedule 14C and effect the conversion no earlier than 20 calendar days after mailing began.

September 18, 2026, reincorporation effective (accession 0001140361-26-037109). DoorDash filed a certificate of conversion in Delaware and articles of conversion in Nevada on September 17, 2026, and the conversion became effective at 12:02 a.m. Pacific Time on September 18, 2026. Each outstanding Delaware Class A and Class B share converted automatically into one share of the equivalent Nevada class, with no certificate exchange required, and outstanding equity awards and warrants carried over on the same terms. The stock continues to trade on the Nasdaq Global Select Market under the symbol DASH. The company stated the conversion did not change the business, management, employees, properties, obligations, assets, liabilities, or net worth of the company other than the costs of the conversion, and did not materially affect its material third-party contracts. Certain stockholder rights did change; the detailed description is in the definitive Information Statement on Schedule 14C filed August 27, 2026, and the Plan of Conversion, Nevada articles of incorporation, and Nevada bylaws are filed as Exhibits 2.1, 3.1 and 3.2 to the 8-K. New indemnification agreements with executive officers and directors were entered into in connection with the conversion.

Board and governance

January 16, 2026, Milan Kovac appointed to the board (accession 0001792789-26-000003). The board increased its size to eleven members and elected Milan Kovac, 41, as a Class III director and a member of the Nominating and Corporate Governance Committee. Mr. Kovac served at Tesla, Inc. as Vice President, Optimus from September 2024 to June 2025 and previously led Optimus and Autopilot engineering there, and has served on the board of Boston Dynamics, Inc. since January 2026. The 8-K also disclosed that DoorDash's Outside Director Compensation and Equity Ownership Policy was amended effective October 28, 2025 to raise the New Hire, Pro-rated Annual, and Annual award values to $300,000 each from $250,000.

June 10, 2026, 2026 annual meeting results (accession 0001792789-26-000040). Stockholders elected Shona L. Brown, Milan Kovac, Alfred Lin and Stanley Tang as Class III directors to terms expiring in 2029, ratified KPMG LLP as independent registered public accounting firm for fiscal 2026, and approved named executive officer compensation on an advisory basis. All three proposals passed.

June 24, 2025, 2025 annual meeting results (accession 0001628280-25-033048). Stockholders elected Jeffrey Blackburn, John Doerr, Andy Fang and Diego Piacentini as Class II directors, ratified KPMG LLP for fiscal 2025, approved executive compensation on an advisory basis, and approved an amendment to the certificate of incorporation adopting Delaware officer exculpation provisions.

Restructuring, disclosed in periodic reports, not in an 8-K

No Current Report covers DoorDash's 2026 restructuring. It is disclosed in the Form 10-Q for the quarter ended June 30, 2026 (accession 0001792789-26-000050): in the first quarter of 2026 the company initiated restructuring activities including the announced exit of operations in certain countries, substantially completed as of March 31, 2026. Restructuring charges were $50 million for the six months ended June 30, 2026 ($32 million of employee termination costs and $18 million of other related costs) and $2 million for the second quarter alone, against $1 million for the first six months of 2025. Most related cash payments and expenses are expected to be substantially completed by the end of 2026.

Other acquisitions

Deliveroo was not DoorDash's only 2025 acquisition, but the others are described in the earnings releases rather than in their own Current Reports. The February 18, 2026 release (accession 0001792789-26-000012) states that the company "completed a number of acquisitions in 2025 that expand our capabilities and reach," and in the same passage reports that new venues signed at SevenRooms rose over 100% year over year in December and that the number of advertising partners through Symbiosys nearly doubled from June to December (that release spells the name "Symbiosis"; the audited financial statements use Symbiosys Corp.). The Form 10-K for the year ended December 31, 2025 (accession 0001792789-26-000013) identifies Symbiosys Corp., a retail media platform, as acquired on May 28, 2025 for $121 million of total consideration, $89 million cash, $29 million deferred cash, and $3 million for the fair value of a previously held equity interest, with $102 million recorded as goodwill and $19 million as intangible assets. Later releases continue to report SevenRooms operating metrics. Readers tracing the accounting for these transactions should go to that Form 10-K and the subsequent Form 10-Q rather than to the event filings.