DoorDash Business Segments — Total stock-based compensation expense increased by 7.0% to $276.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.8%, from $271.00M to $276.00M. Over 3 years (FY 2022 to FY 2025), Business Segments — Total stock-based compensation expense shows an upward trend with a 5.7% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
High levels indicate aggressive talent acquisition or retention strategies, while a decrease may signal cost-discipline or a shift in compensation structure.
The total expense recognized for equity-based awards granted to employees and contractors within the reportable segment....
Common in high-growth technology companies; investors often adjust operating income to exclude this to see 'cash' profitability.
dash_segment_reportable_segment_total_stock_based_compensation_expense| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $222.25M | $222.25M | $222.25M | $222.25M | $272.00M | $272.00M | $272.00M | $272.00M | $252.00M | $302.00M | $274.00M | $271.00M | $235.00M | $282.00M | $258.00M | $276.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +22.4% | +0.0% | +0.0% | +0.0% | -7.4% | +19.8% | -9.3% | -1.1% | -13.3% | +20.0% | -8.5% | +7.0% |
| YoY Change | — | — | — | — | +22.4% | +22.4% | +22.4% | +22.4% | -7.4% | +11.0% | +0.7% | -0.4% | -6.7% | -6.6% | -5.8% | +1.8% |