Every material Form 8-K DoorDash filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On October 28, 2026, DoorDash agreed to acquire Instacart (Maplebear Inc.) in a deal valued at about $17 billion, or $65.00 per Instacart share. Instacart stockholders can elect cash, DoorDash stock, or a mix, with stock capped at 25% of the aggregate consideration, so the deal is at least 75% cash. The transaction is expected to close in late 2027 or the first half of 2028, subject to Instacart stockholder approval and regulatory clearances.
Instacart holders can elect $65.00 in cash, 0.3372 DoorDash Class A shares, or $48.75 in cash plus 0.0843 shares; the $65.00 value is a 26% premium to Instacart's October 22, 2026 close
Instacart must pay a $650 million termination fee in specified circumstances; DoorDash must pay $1.25 billion if antitrust issues block the deal after the Outside Date
DoorDash plans to fund the cash portion with cash on hand and debt, backed by a 364-day bridge loan commitment from JPMorgan Chase Bank, N.A.; the deal has no financing condition
Stockholders holding about 19% of Instacart's outstanding shares have agreed to vote in favor; the deal requires HSR, Canadian and Israeli approvals
DoorDash reported third-quarter 2026 financial results with marketplace GOV of $33.9 billion and GAAP net income of $466 million. Additionally, the company announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. DoorDash also issued financial guidance for the fourth quarter of 2026.
Total orders increased 28% year-over-year to 993 million in Q3 2026.
GAAP net income attributable to common stockholders reached $466 million in Q3 2026.
DoorDash agreed to acquire Instacart for $65.00 per share in a transaction valued at approximately $17 billion.
Q4 2026 marketplace GOV is projected to be between $35.4 billion and $36.4 billion.
DoorDash reported second-quarter 2026 results on August 5, 2026. Revenue rose 36% year over year to $4.5 billion, and Adjusted EBITDA rose 40% to $914 million, but GAAP net income attributable to common stockholders fell 30% to $200 million; the company said excluding Deliveroo, revenue rose 24%. The company also guided to third-quarter 2026 Adjusted EBITDA of $950 million to $1.1 billion.
Revenue rose 36% year over year to $4.5 billion; Total Orders rose 27% to 970 million, or 17% excluding Deliveroo.
GAAP net income attributable to common stockholders fell 30% year over year to $200 million, while Adjusted EBITDA rose 40% to $914 million.
Q3 2026 outlook: Marketplace GOV of $33.0 billion to $34.0 billion and Adjusted EBITDA of $950 million to $1.1 billion.
As of August 5, 2026, about $3.95 billion remained under the stock repurchase authorization, after 6.8 million shares were bought year to date for $1.05 billion.
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.
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
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.
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
DoorDash expanded its board to eleven members and elected Milan Kovac, a former Tesla vice president who led its Optimus humanoid robotics program, effective January 16, 2026. Kovac also joined the Nominating and Corporate Governance Committee, and his director pay under the outside director policy has been raised to $300,000 for certain annual awards from $250,000. The filing reports no financial results, so the appointment's effect on shareholders depends on the board's future decisions.
Board increased to 11 members; Milan Kovac elected effective January 16, 2026 as a Class III director with a term expiring at the 2026 annual meeting
Kovac appointed to the Nominating and Corporate Governance Committee
Certain director awards (New Hire, Pro-rated Annual and Annual) increased to $300,000 from $250,000 under the policy amended October 28, 2025
Kovac served as Vice President, Optimus (Tesla Bot) at Tesla from September 2024 to June 2025
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every DoorDash filing is on SEC EDGAR ↗. 8-K briefs of other companies →