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AI brief of an SEC Form 8-K · DoorDash (DASH)

DoorDash Q4 2025 revenue up 38% to $4.0 billion; Q1 2026 Adjusted EBITDA outlook $675M-$775M

Positive Impact 3 of 5 earnings Written later

DoorDash reported fourth-quarter 2025 revenue of $3.955 billion, up 38% from a year earlier, and GAAP net income attributable to common stockholders of $213 million, up 51% year over year but down from $244 million in the prior quarter. For Q1 2026 it guided to Marketplace GOV of $31.0 billion to $31.8 billion and Adjusted EBITDA of $675 million to $775 million, and it said Free Cash Flow fell to $254 million in Q4 2025 from $420 million a year earlier.

Key points

  • Q4 2025 revenue rose 38% Y/Y to $3.955 billion; Adjusted EBITDA rose 38% Y/Y to $780 million
  • GAAP net income was $213 million in Q4 2025, versus $244 million in Q3 2025
  • Q1 2026 guidance: Marketplace GOV of $31.0 billion to $31.8 billion; Adjusted EBITDA of $675 million to $775 million
  • Free Cash Flow was $254 million in Q4 2025, down 40% Y/Y; no shares repurchased under the $5.0 billion February 2025 authorization as of February 17, 2026

The filing

CompanyDoorDash (DASH)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:08 PM ET
Accession number0001792789-26-000012

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.