What DoorDash's FY2025 10-K says: 12 signals

DoorDash filed its latest 10-K with the SEC on May 6, 2026. It discusses acquisition completed, capex increase and margin pressure.

Public (DASH)Food and Beverage Services10,000+ employeesdoordash.comLinkedIn

Filed: May 6, 2026
Period: FY2025
Fiscal year end: 12/31
Filings: 2

10-K · latest 10

What DoorDash's 10-K filings say

10-K · FY2025
Filed May 6, 2026 · Fiscal year ends 12/31 · 12 signals
SEC EDGAR
- Capex increaseNeutral
  DoorDash acquires competitor Deliveroo plc in major international expansion, dated May 6, 2025
  The acquisition of UK-based Deliveroo is a massive strategic investment to enter new international markets.
  Bank of America, N.A.Deliveroo plc
- Digital transformationNeutral
  DoorDash acquires Deliveroo in May 2025, facing a $24M FX loss and a massive integration project.
  The acquisition of Deliveroo, hedged for ~£2.8B, creates an urgent, large-scale need to integrate technology, data, and operations.
  $24M
  Realized loss on foreign exchange forward for Deliveroo acquisition
  Bank of America, N.A.Deliveroo plc
- Acquisition completedNeutral
  DoorDash completed its acquisition of UK-based Deliveroo on October 8, 2025.
  This large-scale international integration will likely require new or expanded software and services to harmonize the two companies.
  Bank of America, N.A.
- Cash flow concernNegative
  Billions in state and foreign tax loss carryforwards begin to expire in 2026
  DoorDash has $1.6B in state and $4.5B in foreign net operating losses that will start expiring in 2026.
  $6.1B
  State and foreign net operating loss carryforwards set to begin expiring
- Logistics challengePositive
  DoorDash invests $18M USD in Canadian grocery JV to scale on-demand delivery.
  DoorDash injected an additional $18M USD into its Canadian grocery delivery joint venture in August 2025 to increase its ownership and accelerate growth.
  $18M
  Contribution to Canadian grocery joint venture
- Margin pressureNegative
  Valuation allowance against deferred tax assets increased by $845M in 2025 due to history of losses
  The company's valuation allowance increased by $845 million in 2025, a direct result of its historical losses and uncertainty about future profitability.
  $845M
  Increase in valuation allowance
- International growthNeutral
  DoorDash manages significant operations in Finland, including a defined benefit pension plan.
  The company's operations in Finland, a material jurisdiction, include managing a complex local defined benefit pension plan (TyEL).
- Debt refinancingNeutral
  Issued new 0% Convertible Senior Notes due 2030 in May 2025
  The company raised capital by issuing new convertible senior notes, indicating a need for funds to fuel growth, M&A activity, and operations.
  0%
  Interest rate on convertible notes
  U.S. Bank Trust Company, National Association
10-K · FY2025
Filed Feb 18, 2026 · Fiscal year ends 12/31 · 12 signals
SEC EDGAR
- Cybersecurity incidentNegative
  DoorDash confirms it has been subject to past cybersecurity incidents and anticipates future attacks.
  The company explicitly states it has experienced security breaches, creating significant operational, legal, and reputational risks.
  cybersecurityAmazonUber EatsProsus
- Competitor namedNegative
  DoorDash names Amazon, Uber Eats, Delivery Hero, and Prosus as key global competitors.
  The company operates in an intensely competitive and fragmented market for local food delivery, facing pressure from other on-demand delivery giants, merchants' own delivery fleets, and even traditional offline channels.
  AmazonUber EatsProsusDelivery Hero

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One POST /v1/companies/enrich call with doordash.com returns DoorDash 10-K signals (sec-10k), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"doordash.com","signal_types":["sec-10k"],"limit":20}'

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Questions about DoorDash 10-K

When did DoorDash file its latest 10-K?

DoorDash filed its latest 10-K (FY2025) on May 6, 2026. The one before it was filed on Feb 18, 2026.

What does DoorDash's latest 10-K say about capex increase?

From the filing dated May 6, 2026: DoorDash acquires competitor Deliveroo plc in major international expansion, dated May 6, 2025

Where can I find DoorDash's annual report?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1792789/000179278926000035/dash-20251231.htm. This page summarizes what the filing says and links to it.

Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Sep 30, 2026.

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What DoorDash's FY2025 10-K says: 12 signals

What DoorDash's 10-K filings say

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