Thirteen delivery workers got an early Christmas present – thanks to an ongoing city investigation that found Doordash improperly failed to pay them for multiple days of work.Doordash cut workers checks ranging from $100 to as much as $8,000 after they were kicked off of the app earlier this year and not paid for their final days of work, according to worker advocacy group, Los Deliveristas Unidos.The group had filed complaints on behalf of the workers with the New York City Department of Consumer and Work ...

DoorDash, Inc. (NASDAQ:DASH) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Finance and Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Nikhil Devnani - Bernstein Ross Sandler - Barclays Deepak Mathivanan - Wolfe Research Ron Josey - Citi Eric Sheridan - Goldman Sachs Douglas Anmuth - J.P. Morgan Securities Inc. Brian Nowak - Morgan Stanley Michael Morton - Moffett ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39759 _______________________ ...

DoorDash, Inc. (NASDAQ:DASH) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Finance and Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Deepak Mathivanan - Wolfe Research Mark Mahaney - Evercore ISI Nikhil Devnani - Bernstein Ron Josey - Citi Lloyd Walmsley - UBS Douglas Anmuth - J.P. Morgan Securities Inc. Brian Nowak - Morgan Stanley Eric Sheridan - Goldman Sachs R ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39759 ____________________________ ...

DoorDash, Inc. (NASDAQ:DASH) Q1 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Finance and Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Ross Sandler - Barclays Deepak Mathivanan - Wolfe Research Bernie McTernan - Needham & Company Michael McGovern - Bank of America Michael Morton - MoffettNathanson Ian Peterson - Evercore Andrew Boone - JMP Securities Brian Nowak - Morg ...

Financial Performance - Total Orders increased to 512 million in Q1 2023, a 27% YoY growth driven by consumer growth and the acquisition of Wolt[110][111] - Marketplace GOV reached $15.9 billion in Q1 2023, a 29% YoY increase primarily due to organic growth and the Wolt acquisition[110][113] - Revenue grew to $2.035 billion in Q1 2023, a 40% YoY increase, driven by a 29% rise in Marketplace GOV and improved logistics efficiency[110][129] - Contribution Profit increased to $533 million in Q1 2023, up from $319 million in Q1 2022, driven by higher Marketplace GOV and Net Revenue Margin[110][116] - Adjusted EBITDA rose to $204 million in Q1 2023, compared to $54 million in Q1 2022, primarily due to growth in Contribution Profit[110][120] - GAAP Net Loss including redeemable non-controlling interests was $162 million in Q1 2023, slightly improved from $167 million in Q1 2022[110][123] - Net Revenue Margin improved to 12.8% in Q1 2023, up from 11.8% in Q1 2022, indicating better revenue efficiency[110] Cash Flow and Liquidity - Free Cash Flow improved to $316 million in Q1 2023, from negative $91 million in Q1 2022, driven by changes in operating assets and liabilities[121] - The company had $3.7 billion in cash, cash equivalents, and marketable securities as of March 31, 2023, with $1.8 billion in cash and cash equivalents[174] - Net cash provided by operating activities was $397 million in Q1 2023, compared to a net cash used of $20 million in Q1 2022[178] - Cash used in investing activities decreased to $10 million in Q1 2023 from $246 million in Q1 2022, primarily due to lower purchases of marketable securities[183] - Cash used in financing activities was $390 million in Q1 2023, mainly due to $392 million in Class A common stock repurchases[185] - The company's board authorized a $750 million share repurchase program in February 2023[176] Expenses and Investments - Research and Development expenses increased to $231 million in Q1 2023, up from $148 million in Q1 2022, reflecting investments in platform improvements[123][134] - Stock-based compensation expense rose to $230 million in Q1 2023, compared to $129 million in Q1 2022, reflecting increased employee compensation[123] - Cost of revenue increased by $306 million (40%) in Q1 2023 compared to Q1 2022, driven by higher order management and platform costs[131] - Sales and marketing expenses rose by $82 million (20%) in Q1 2023, primarily due to increased advertising and personnel-related costs[133] - Research and development expenses grew by $83 million (56%) in Q1 2023, mainly from higher personnel-related compensation and allocated overhead[135] - General and administrative expenses increased by $40 million (16%) in Q1 2023, driven by higher personnel-related costs offset by lower transaction-related expenses[137] - Depreciation and amortization expenses surged by $64 million (108%) in Q1 2023, primarily due to increased amortization of acquired intangible assets and capitalized software costs[139] Investments and Financial Instruments - The company's investment portfolio consists of short-term fixed income securities, including government and investment-grade debt securities and money market funds, recorded at fair value with unrealized gains or losses reported in stockholders' equity[189] - A hypothetical 100 basis point increase in interest rates would not have materially affected the company's financial statements as of March 31, 2023[190] - The aggregate carrying value of the company's non-marketable equity investments was $125 million as of March 31, 2023[193] Foreign Currency Exposure - The company is exposed to foreign currency exchange rate fluctuations, primarily in the Euro, Canadian dollars, Israeli shekel, and Australian dollars, which could impact reported revenue and expenses[194] - Foreign currency gains and losses were immaterial for the quarter ended March 31, 2023, and a 10% change in exchange rates against the U.S. dollar would not have resulted in a material gain or loss[195] - Translation adjustments from converting foreign subsidiaries' financial statements into U.S. dollars would result in a gain or loss recorded in stockholders' equity[196]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-K _____________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39759 ________________________________ ...

DoorDash, Inc. (NASDAQ:DASH) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ET Company Participants Andy Hargreaves – Vice President- Finance and Investor Relations Tony Xu – Co-Founder, Chair and Chief Executive Officer Prabir Adarkar – Chief Financial Officer, Incoming President and Chief Operating Officer Ravi Inukonda – Vice President-Finance and Strategy and our Incoming Chief Financial Officer Conference Call Participants Deepak Mathivanan – Wolfe Research Brian Nowak – Morgan Stanley Eric ...

DoorDash, Inc. (NASDAQ:DASH) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Andy Hargreaves - VP, IR Tony Xu - Co-Founder, Chair and CEO Prabir Adarkar - CFO Conference Call Participants Ross Sandler - Barclays Bernie McTernan - Needham Deepak Mathivanan - Wolfe Research Eric Sheridan - Goldman Sachs James Lee - Mizuho Securities Youssef Squali - Truist Securities Douglas Anmuth - JPMorgan Brian Nowak - Morgan Stanley Mark Mahaney - Evercore ISI Operator Thank you for stan ...