| Segment Reporting The Company’s Chief Executive Officer is the Company’s Chief Operating Decision Maker ("CODM"). The CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance by comparing forecasted to actual monthly financial performance. As such, the Company has determined that it operates in one reportable segment. The significant segment expenses regularly provided to the CODM was as follows (in millions): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2025 | | 2026 | | 2025 | | 2026 | | | | | | | | | | Revenue | $ | 3,284 | | | $ | 4,454 | | | $ | 6,316 | | | $ | 8,490 | | | Less: | | | | | | | | | Depreciation and amortization | 159 | | | 295 | | | 311 | | | 564 | | | Stock-based compensation | 282 | | | 349 | | | 517 | | | 580 | | | Cost of revenue* | 1,579 | | | 2,059 | | | 3,046 | | | 4,016 | | | Sales and marketing* | 574 | | | 786 | | | 1,134 | | | 1,509 | | | Research and development* | 210 | | | 346 | | | 400 | | | 631 | | | General and administrative* | 317 | | | 461 | | | 589 | | | 836 | | | Restructuring charges* | — | | | 2 | | | 1 | | | 47 | | | Total costs and expenses | 3,121 | | | 4,298 | | | 5,998 | | | 8,183 | | | Income from operations | 163 | | | 156 | | | 318 | | | 307 | | | Interest income, net | 49 | | | 35 | | | 98 | | | 69 | | | Other income, net | 59 | | | 16 | | | 53 | | | 22 | | | Income before income taxes | 271 | | | 207 | | | 469 | | | 398 | | | Provision for (benefit from) income taxes | (13) | | | 8 | | | (7) | | | 16 | | | Net income including redeemable non-controlling interests | 284 | | | 199 | | | 476 | | | 382 | | Net loss attributable to redeemable non-controlling interests | (1) | | | (1) | | | (2) | | | (2) | | | Net income attributable to DoorDash, Inc. common stockholders | $ | 285 | | | $ | 200 | | | $ | 478 | | | $ | 384 | |
*Exclusive of stock-based compensation and depreciation and amortization shown separately.
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