DoorDash Files 2024 Annual Report

Ticker: DASH · Form: 10-K · Filed: Feb 14, 2025 · CIK: 1792789

Sentiment: neutral

Topics: 10-K, annual-report, financials

TL;DR

DoorDash dropped its 2024 10-K, check financials for FY ending 12/31/24.

AI Summary

DoorDash, Inc. filed its 10-K for the fiscal year ending December 31, 2024, on February 14, 2025. The filing provides a comprehensive overview of the company's business, financial condition, and results of operations. Key financial data and disclosures for the fiscal years 2024, 2023, and 2022 are included, along with information on common stock, additional paid-in capital, and retained earnings as of December 31, 2024.

Why It Matters

This 10-K filing provides investors and analysts with crucial financial and operational details for DoorDash, Inc., enabling informed decisions about the company's performance and future prospects.

Risk Assessment

Risk Level: medium — This is a standard annual financial filing with no immediate red flags or significant new risks highlighted in the provided snippet.

Key Numbers

Key Players & Entities

FAQ

What is DoorDash's primary business as described in the 10-K?

The filing identifies DoorDash, Inc. under the Standard Industrial Classification code 7389, which corresponds to SERVICES-BUSINESS SERVICES, NEC, indicating its primary business is in business services.

When was the company incorporated?

DoorDash, Inc. was incorporated in Delaware (DE), as indicated by the 'STATE OF INCORPORATION' field.

What is the company's principal executive office address?

The business and mail address for DoorDash, Inc. is 303 2ND STREET, SOUTH TOWER, 8TH FLOOR, SAN FRANCISCO, CA 94107.

What is the SEC file number for DoorDash's 1934 Act filings?

The SEC file number for DoorDash, Inc. under the 1934 Act is 001-39759.

What are the different classes of common stock mentioned in the filing?

The filing references common stock members for Class A, Class B, and Class C, with specific dates associated with their status as of December 31, 2023, and December 31, 2024.

Filing Stats: 4,450 words · 18 min read · ~15 pages · Grade level 14.3 · Accepted 2025-02-14 16:13:32

Key Financial Figures

Filing Documents

Risk Factors

Item 1A. Risk Factors 10

Unresolved Staff Comments

Item 1B. Unresolved Staff Comments 49

Cybersecurity

Item 1C. Cybersecurity 49

Properties

Item 2. Properties 50

Legal Proceedings

Item 3. Legal Proceedings 51

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 52 Part II 53

Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities

Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 53

[Reserved]

Item 6. [Reserved] 54

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations 54

Quantitative and Qualitative Disclosures About Market Risk

Item 7A. Quantitative and Qualitative Disclosures About Market Risk 69

Financial Statements and Supplementary Data

Item 8. Financial Statements and Supplementary Data 71

Changes in and Disagreements With Accountants on Accounting and Financial Disclosure

Item 9. Changes in and Disagreements With Accountants on Accounting and Financial Disclosure 109

Controls and Procedures

Item 9A. Controls and Procedures 109

Other Information

Item 9B. Other Information 110

Disclosure Regarding Foreign Jurisdictions that Prevent Inspections

Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 110 Part III 111

Directors, Executive Officers and Corporate Governance

Item 10. Directors, Executive Officers and Corporate Governance 111

Executive Compensation

Item 11. Executive Compensation 111

Security Ownership of Certain Beneficial Owner and Management and Related Stockholder Matters

Item 12. Security Ownership of Certain Beneficial Owner and Management and Related Stockholder Matters 111

Certain Relationships and Related Transactions, and Director Independence

Item 13. Certain Relationships and Related Transactions, and Director Independence 111

Principal Accountant Fees and Services

Item 14. Principal Accountant Fees and Services 111 Part IV 112

Exhibits and Financial Statement Schedules

Item 15. Exhibits and Financial Statement Schedules 112

Form 10-K Summary

Item 16. Form 10-K Summary 114

Signatures

Signatures 115 3 Table of Contents SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Annual Report on Form 10-K contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expect," "plan," "anticipate," "could," "would," "intend," "target," "project," "contemplate," "believe," "estimate," "predict," "potential," or "continue" or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans, or intentions. Forward-looking statements contained in this Annual Report on Form 10-K include, but are not limited to, statements about: our future financial performance, including our expectations regarding our revenue, cost of revenue, operating expenses, financial and operational metrics, our ability to determine reserves, and our ability to maintain or increase long-term profitability; our business and growth strategy and plans, including our ability to successfully execute on such strategy and plans; the sufficiency of our cash, cash equivalents, and marketable securities to meet our liquidity needs; the demand for our platform or for local commerce platforms in general; our ability to attract and retain merchants, consumers, and Dashers; our ability to effectively manage costs related to Dashers; our ability to develop new offerings, services, and features, and bring them to market in a timely and cost-effective manner and make enhancements to our platform; our ability to compete with existing and new competitors in existing and new markets and offerings; our expectations regarding outstanding litigation and legal, tax, and regulatory matters; our expectations regarding the effects of e

Business

Item 1. Business OUR BUSINESS Our mission is to grow and empower local economies. We aim to do this by providing services that reduce friction in local commerce and help merchants better connect with consumers in their communities. Our primary offerings include the DoorDash Marketplace and the Wolt Marketplace (our "Marketplaces"), and our Commerce Platform. Our Marketplaces operate in over 30 countries, including the United States, and account for the vast majority of our revenue today. Our Marketplaces serve three primary constituents: merchants, consumers, and the independent contractors who use our platform to generate earnings, or "Dashers 1 ." Our Marketplaces provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. We typically earn a fee from merchants for the services we provide based on the size of each transaction. We also offer advertising as a value-added service through our Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement and drive incremental revenue. Consumers access our Marketplaces through our apps and websites to discover, engage with, and purchase goods from merchants in their communities. We seek to attract and retain consumers based primarily on the selection, convenience, quality, affordability, and service we provide. We typically charge consumers fees for each transaction, inclusive of a fixed delivery fee and a service fee that varies based on the size of the transaction. Our Marketplaces also offer our consumer membership programs, DashPass and Wolt+, which aim to lower transactional friction by reducing the delivery and service fees we charge, while providing additional membership benefits. In December 2024, our Marketplaces served over 42 million

Risk Factors

Item 1A. Risk Factors Investing in our Class A common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including the section titled "Management's Discussion and Analysis of Financial Condition and Results of Operations" and our consolidated financial statements and related notes, before making a decision t

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