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Quarterly Report — Q1 2025
Filed May 7, 2025
Revenue grew strongly year-over-year in Q1 2025, with the U.S. remaining the core engine while international operations continued expanding. The biggest strategic signal: DoorDash is preparing to acquire Deliveroo, with a bridge credit facility of up to $5 billion secured in early May to fund the deal — a transformative bet on global scale. Stock-based compensation remains elevated across R&D and G&A, but the company is clearly shifting from pure growth mode to aggressive M&A-driven expansion.
What is Quarterly Report?
Filed after each of the first three fiscal quarters with unaudited financial statements, management discussion, and any material changes to risk factors or legal proceedings.
Quarterly financial update — tracks business trajectory between annual reports.
Extracted Milestones (3)
SevenRooms Acquisition Completed
DoorDash completed its acquisition of SevenRooms on June 13, 2025, adding reservation management, in-store dining, consumer relationship management, and tableside order-and-pay capabilities to its Commerce Platform.
DoorDash Acquisition of Deliveroo Completed
DoorDash completed its acquisition of Deliveroo via a UK court-sanctioned scheme of arrangement, bringing approximately 7 million monthly active consumers, 176,000 restaurant and retail partners, and 130,000 riders across 9 countries into the DoorDash portfolio.
$5 Billion Share Repurchase Program Authorized
In February 2025, DoorDash announced authorization of a share repurchase program for up to $5.0 billion of Class A common stock, inclusive of remaining authority from a prior February 2024 program.
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