Filings monitor · DASH

What DoorDash, Inc.'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Acquisition / Partnership / Divestiture86 · importance in its document · 8-K exhibit · 29 Oct 2026
   DoorDash agreed to acquire Instacart for $65.00 per share, an equity value of approximately $17 billion and a 26% premium to Instacart’s October 22, 2026 closing price. At least 75% of the consideration will be cash; stockholders may…
2. Capital Expenditure Program69 · importance in its document · 10-Q · 2026Q3
   For the first nine months of 2026, DoorDash used $603 million in investing activities, including $375 million for capitalized software and website development and $208 million for property and equipment, totaling $583 million in these…
3. Operating Cash Flow Trends69 · importance in its document · 8-K exhibit · 29 Oct 2026
   Trailing-twelve-month net cash provided by operating activities was $2.953 billion through September 30, 2026, compared with $2.528 billion through September 30, 2025. Trailing-twelve-month purchases of property and equipment were $262…
4. Revenue Performance and Mix64 · importance in its document · 10-Q · 2026Q3
   Third-quarter 2026 revenue increased $1.2 billion, or 34%, year over year to $4.616 billion; revenue for the first nine months increased $3.3 billion, or 34%, to $13.106 billion. Marketplace GOV rose 36% in both periods, reaching $33.9…
5. Gross Margin Drivers64 · importance in its document · 10-Q · 2026Q3
   Third-quarter GAAP gross profit increased to $2.311 billion from $1.689 billion, while gross margin declined to 50.1% from 49.0%. For the first nine months, gross profit rose to $6.478 billion from $4.775 billion, and gross margin…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

• Acquisition / Partnership / DivestitureImportance 71
  DoorDash entered into a merger agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. Instacart stockholders may elect $65.00 cash, 0.3372 DoorDash shares, or a…
• Capital Expenditure ProgramImportance 69
  For the first nine months of 2026, DoorDash used $603 million in investing activities, including $375 million for capitalized software and website development and $208 million for property and equipment, totaling $583…
• Revenue Performance and MixImportance 64
  Third-quarter 2026 revenue increased $1.2 billion, or 34%, year over year to $4.616 billion; revenue for the first nine months increased $3.3 billion, or 34%, to $13.106 billion. Marketplace GOV rose 36% in both…
• Gross Margin DriversImportance 64
  Third-quarter GAAP gross profit increased to $2.311 billion from $1.689 billion, while gross margin declined to 50.1% from 49.0%. For the first nine months, gross profit rose to $6.478 billion from $4.775 billion, and…
• Operating Margin DriversImportance 64
  Third-quarter net revenue margin decreased to 13.6% from 13.8%, primarily due to the Deliveroo acquisition. Consumer fees as a percentage of Marketplace GOV declined, partly offset by increased advertising revenue…
• Market Demand TrendsImportance 59
  In the third quarter of 2026, Total Orders rose 28% year over year to 993 million, driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc. Marketplace GOV increased 36% to $33.9…
• Capital Return ProgramImportance 50
  DoorDash’s February 2025 share repurchase authorization permits repurchases of up to $5.0 billion of Class A common stock, including $876 million of remaining authority from the program announced in February 2024.…
• Operating Cash Flow TrendsImportance 42
  Third-quarter 2026 net cash provided by operating activities was $994 million, compared with $871 million in the third quarter of 2025. Free Cash Flow increased to $787 million from $723 million, as higher operating…
• Operating Expense TrendsImportance 41
  Sales and marketing expense rose 33%, or $189 million, in the third quarter and 32%, or $563 million, in the first nine months of 2026; the quarterly increase included $127 million more advertising expense and $59…
• Liquidity and Debt PositionImportance 37
  At September 30, 2026, cash, cash equivalents, and investments totaled $6.8 billion, comprising $5.1 billion of cash and cash equivalents, $929 million of short-term investments, and $805 million of long-term…
• Interest Income TrendsImportance 29
  Net interest income declined $34 million, or 48%, in the third quarter of 2026 compared with the third quarter of 2025. For the first nine months of 2026, it declined $63 million, or 37%, year over year. Both decreases…
• Restructuring ChargesImportance 28
  Restructuring charges increased by $49 million in the first nine months of 2026 compared with the same period of 2025. The increase primarily reflected employee termination costs and other costs associated with closing…

8-K filings last 12 months

• Results, no stated guidance change29 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Acquisition / Partnership / Divestiture · Operating Cash Flow Trends · Gross Margin Drivers
• Agreement to acquire a business29 Oct 2026 · 8-K Item 1.01 · Routine · rule score 45
  “On October 28, 2026, DoorDash, Inc., a Nevada corporation (“ DoorDash ” or the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) with Maplebear Inc., a Delaware corporation (“ Instacart ”), and Ibiza…”
  Read from the attached exhibit: Acquisition / Partnership / Divestiture · Regulatory Approval Conditions · Market Demand Trends
• Results (release not read)5 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Regulatory Risk · Operating Cash Flow Trends · Acquisition / Partnership / Divestiture
• Results (release not read)6 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)18 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Board change20 Jan 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On January 16, 2026, the Board of Directors (the “ Board ”) of DoorDash, Inc. (the “ Company ”), upon the recommendation of its Nominating and Corporate Governance Committee, approved an increase in the size of the Board to eleven (11)…”

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Acquisition / Partnership / Divestiture · Gross Margin Drivers · Operating Cash Flow Trends

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.