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

DoorDash Q1 revenue rises 33% to $4.0 billion; GAAP net income falls 5% to $184 million

Mixed Impact 3 of 5 earnings Written later

DoorDash reported first-quarter 2026 revenue up 33% year over year to $4.0 billion and Adjusted EBITDA up 28% to $754 million, while GAAP net income attributable to common stockholders fell 5% to $184 million. The company guided second-quarter 2026 Adjusted EBITDA to $770 million to $870 million and Marketplace GOV to $32.4 billion to $33.4 billion, and it expects to spend over $50 million on its Dasher gas relief program in the quarter.

Key points

  • Q1 2026 revenue $4.0 billion, up 33% Y/Y; Marketplace GOV $31.6 billion, up 37% Y/Y
  • GAAP net income $184 million, down from $193 million in Q1 2025 and $213 million in Q4 2025
  • Q2 2026 guidance: Adjusted EBITDA $770 million to $870 million; Marketplace GOV $32.4 billion to $33.4 billion
  • Company repurchased $205 million of Class A stock year to date through May 5, with about $4,795 million remaining under its authorization

The filing

CompanyDoorDash (DASH)
Form8-K, current report
Filed with the SECMay 6, 2026, 4:10 PM ET
Accession number0001792789-26-000036

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 May 06, 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.