AI English summary of an SEC filing — figures as filed
DoorDash DASHDoorDash said that in Q1 2025 Total Orders increased 18% year-over-year to 732 million, Marketplace GOV increased 20% to $23.1 billion, and revenue increased 21% to $3.0 billion. Net Revenue Margin was 13.1%, flat year-over-year.
Key points
AI summaryDoorDash said that in Q1 2025 Total Orders increased 18% year-over-year to 732 million, Marketplace GOV increased 20% to $23.1 billion, and revenue increased 21% to $3.0 billion. Net Revenue Margin was 13.1%, flat year-over-year.
The company said GAAP net income attributable to DoorDash, Inc. common stockholders was $193 million in Q1 2025, up from $(23) million in Q1 2024. Adjusted EBITDA reached $590 million in Q1 2024, up 59% from $371 million.
DoorDash said that in Q1 2025 net cash provided by operating activities was $635 million and Free Cash Flow was $494 million, compared to $553 million and $487 million, respectively, in Q1 2024. In February 2025 the board of directors authorized the repurchase of up to $5.0 billion of Class A common stock. As of May 5, the company had not repurchased shares under the authorization.
The company announced a formal offer to acquire Deliveroo for 180 pence per share in an all-cash transaction, representing an equity value of approximately £2.9 billion, and said it expects the acquisition to close in Q4 2025. It also said it reached an agreement to acquire SevenRooms for approximately $1.2 billion in an all-cash transaction, with closing expected in the second half of 2025.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.
Q1 Orders, GOV and Revenue Growth
DoorDash said that in Q1 2025 Total Orders increased 18% year-over-year to 732 million, Marketplace GOV increased 20% to $23.1 billion, and revenue increased 21% to $3.0 billion. Net Revenue Margin was 13.1%, flat year-over-year.
Source · Based on the filing body and exhibits
GAAP Net Income and Adjusted EBITDA
The company said GAAP net income attributable to DoorDash, Inc. common stockholders was $193 million in Q1 2025, up from $(23) million in Q1 2024. Adjusted EBITDA reached $590 million in Q1 2024, up 59% from $371 million.
Source · Based on the filing body and exhibits
Q1 Operating Cash Flow and Free Cash Flow
DoorDash said that in Q1 2025 net cash provided by operating activities was $635 million and Free Cash Flow was $494 million, compared to $553 million and $487 million, respectively, in Q1 2024. In February 2025 the board of directors authorized the repurchase of up to $5.0 billion of Class A common stock. As of May 5, the company had not repurchased shares under the authorization.
Source · Based on the filing body and exhibits
Deliveroo and SevenRooms Acquisitions
The company announced a formal offer to acquire Deliveroo for 180 pence per share in an all-cash transaction, representing an equity value of approximately £2.9 billion, and said it expects the acquisition to close in Q4 2025. It also said it reached an agreement to acquire SevenRooms for approximately $1.2 billion in an all-cash transaction, with closing expected in the second half of 2025.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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