DoorDash, Inc.
266.06+4.64 (+1.77%)
Oct 29, 4:00:01 PM EDT · NasdaqGS · DASH · USD
Key Stats
Market Cap
113.66BP/E (TTM)
146.99Basic EPS (TTM)
1.81Dividend Yield
0%Recent Filings
8-K
DoorDash Q2 beats expectations
DoorDash reported stellar Q2 2025 results, with total orders surging 20% year-over-year to 761 million and marketplace gross order value climbing 23% to $24.2 billion, fueling revenue growth of 25% to $3.3 billion. The company swung to GAAP net income of $285 million from a $157 million loss last year, while adjusted EBITDA rose 52% to $655 million, boosted by logistics efficiencies and advertising gains. Orders hit a milestone: 10 billion lifetime globally. Yet, Q3 guidance flags risks from softening consumer demand.
10-Q
Q2 FY2025 results
DoorDash swung to profitability in Q2 FY2025 ended June 30, 2025, posting $3.3B revenue, up 25% y/y and 12% q/q (derived), with operating income of $163M versus a $201M loss last year; gross margin expanded to 49.0% from 45.4%, fueled by logistics efficiencies and ad revenue growth, while diluted EPS hit $0.65 on 438M shares, reconciling to net income of $285M. Key drivers included 23% y/y Marketplace GOV growth to $24.2B and international revenue up 46% y/y to $455M, comprising 14% of total. Acquisitions bolstered capabilities: SevenRooms closed June 13 for $1.2B (mostly cash), adding $845M goodwill and $362M intangibles (amortized over 4-14 years) for reservation tools; Symbiosys added May 28 for $121M (cash/deferred) with $102M goodwill to expand ads. Liquidity strengthened to $6.7B cash/restricted equivalents and $5.7B marketable securities, offset by $2.7B convertible notes (0%, due 2030) and $800M revolver (undrawn, $758M available); free cash flow was $849M YTD, down from $938M y/y due to acquisition outflows. Yet regulatory risks loom from ongoing Dasher classification suits, potentially hiking costs if reclassified as employees.
8-K
DoorDash annual meeting approvals
DoorDash stockholders overwhelmingly approved all proposals at the June 24, 2025 annual meeting, electing Jeffrey Blackburn, John Doerr, Andy Fang, and Diego Piacentini as Class II directors until 2028. They ratified KPMG LLP as auditors for fiscal 2025, endorsed executive compensation on an advisory basis, and backed a certificate amendment for Delaware officer exculpation. Votes sailed through with strong majorities. This bolsters governance continuity amid regulatory shifts.
8-K
DoorDash closes $2.75B notes offering
DoorDash closed its upsized $2.75 billion offering of 0% convertible senior notes due 2030 on May 30, 2025, netting about $2.72 billion after fees. The company allocated $338.5 million to hedge transactions that curb dilution from conversions up to a 150% stock premium, while directing the rest toward general corporate needs like acquisitions or share buybacks. This move bolsters balance sheet flexibility amid growth pursuits. Yet dilution risks linger if shares exceed the hedge threshold.
8-K
DoorDash upsizes notes offering
DoorDash priced an upsized $2.5 billion offering of 0% convertible senior notes due 2030 on May 27, 2025, expecting settlement on May 30 and net proceeds of $2,472 million. The deal includes hedge and warrant transactions to curb dilution up to a 150% stock premium, with remaining funds earmarked for general corporate purposes like acquisitions or buybacks. Yet hedging activities may sway stock prices. Forward-looking plans hinge on closing conditions.
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